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Amplify Lithium & Battery Technology ETF

64 hedge funds and large institutions have $13.4M invested in Amplify Lithium & Battery Technology ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $182K | Put options by funds: $77K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 6164 (+3)

1.4% more ownership

Funds ownership: 10.8%12.2% (+1.4%)

3% less capital invested

Capital invested by funds: $13.8M → $13.4M (-$459K)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
20
Closed
9
Calls
$182K
Puts
$77K
Net Calls
+$105K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Cape Investment Advisory
Georgia
$2.11K
DF
52
Dunhill Financial
United Kingdom
$1.25K +$835 +80 New
BWM
53
Baystate Wealth Management
Massachusetts
$1.12K
HPC
54
HM Payson & Co
Maine
$1.11K
Wells Fargo
55
Wells Fargo
California
$1.07K -$8.34K -799 -89%
FCA
56
FinTrust Capital Advisors
South Carolina
$1.05K
Bank of America
57
Bank of America
North Carolina
$1.05K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$738 +$731 +70 New
US Bancorp
59
US Bancorp
Minnesota
$527 +$522 +50 New
S
60
SignatureFD
Georgia
$359
Fidelity Investments
61
Fidelity Investments
Massachusetts
$147 -$5.07K -486 -97%
CIAS
62
Capital Investment Advisory Services
North Carolina
$42
CAM
63
Creekmur Asset Management
Illinois
$3 +$10 +1 New
MC
64
Moors & Cabot
Massachusetts
-$332K -29,416 Closed
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
-$179K -15,899 Closed
MCM
66
MAI Capital Management
Ohio
-$123K -10,943 Closed
TFGT
67
TS Financial Group (TSFG)
Illinois
-$18.4K -1,761 -98%
CFGS
68
Concourse Financial Group Securities
Alabama
-$6.26K -600 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$6.33K -511 Closed
CAS
70
Coppell Advisory Solutions
Texas
-$5.99K -511 Closed
RIA
71
Realta Investment Advisors
Delaware
-$3.27K -250 Closed
SWM
72
Spire Wealth Management
Virginia
-$1.13K -100 Closed
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
-$564 -50 Closed

BATT Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q4 2023, worth a combined $13.4M — down 3.3% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BATT positions and 9 closed out — a net gain of 4 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $1.39M. The largest seller was Ameriprise, cutting an estimated $1.08M.

  • 64 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $13.4M of Amplify Lithium & Battery Technology ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
  • 13 funds opened new Amplify Lithium & Battery Technology ETF positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q4 2023 was CX Institutional, an estimated $1.39M added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q4 2023 was Ameriprise, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2023.