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Amplify Lithium & Battery Technology ETF

69 hedge funds and large institutions have $18.5M invested in Amplify Lithium & Battery Technology ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $191K | Put options by funds: $21K

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 6969 (0)

0.05% less ownership

Funds ownership: 12.78%12.73% (-0.05%)

12% less capital invested

Capital invested by funds: $21M → $18.5M (-$2.48M)

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
11
Closed
10
Calls
$191K
Puts
$21K
Net Calls
+$170K
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
51
Coppell Advisory Solutions
Texas
$5.99K +$6.62K +511 New
CASC
52
Coppell Advisory Solutions Corp
Texas
$5.99K +$6.62K +511 New
MA
53
Montag & Associates
Georgia
$5.86K
IFAM
54
Institutional & Family Asset Management
Colorado
$4.09K +$181 +14 +4%
AF
55
Advisornet Financial
Minnesota
$3.85K
CSWM
56
Cassady Schiller Wealth Management
Ohio
$3.35K +$3.7K +286 New
RIA
57
Realta Investment Advisors
Delaware
$2.93K
WAS
58
Winch Advisory Services
Wisconsin
$2K +$104 +8 +4%
BAM
59
Belpointe Asset Management
Nevada
$1.29K +$1.42K +110 New
Bank of America
60
Bank of America
North Carolina
$1.17K
FCA
61
FinTrust Capital Advisors
South Carolina
$1.17K
BWM
62
Baystate Wealth Management
Massachusetts
$1K
JMF
63
Johnson Midwest Financial
Iowa
$1K
UB
64
UMB Bank
Missouri
$1K +$816 +63 New
Simplex Trading
65
Simplex Trading
Illinois
$1K +$1.36K +105 New
HPC
66
HM Payson & Co
Maine
$468
Fidelity Investments
67
Fidelity Investments
Massachusetts
$398 +$427 +33 +3,300%
NA
68
NewEdge Advisors
Louisiana
$234
GEA
69
Glen Eagle Advisors
New Jersey
$35
AssetMark Inc
70
AssetMark Inc
California
$4
AFS
71
Access Financial Services
Minnesota
-$832K -65,048 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$745K -57,505 Closed
FTUS
73
Flow Traders U.S.
New York
-$417K -32,636 Closed
MML Investors Services
74
MML Investors Services
Massachusetts
-$128K -10,042 Closed
NFSG
75
Newbridge Financial Services Group
Florida
-$4K -295 Closed

BATT Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q4 2022, worth a combined $18.5M — down 12% from $21M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BATT positions and 10 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $871K. The largest seller was Access Financial Services, exiting entirely with an estimated $832K sold.

  • 69 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $18.5M of Amplify Lithium & Battery Technology ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 11 funds opened new Amplify Lithium & Battery Technology ETF positions in Q4 2022 and 10 closed out, a net change of +1 holder.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q4 2022 was UBS Group, an estimated $871K added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q4 2022 was Access Financial Services, an estimated $832K sold.

Based on aggregated 13F filings for Q4 2022.