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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
ANB
1
Amarillo National Bank
Texas
$4.1M +$27K +2,085 +0.6%
Ameriprise
2
Ameriprise
Minnesota
$3.5M +$355K +27,450 +10%
LPL Financial
3
LPL Financial
California
$1.44M +$13.5K +1,039 +0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.18M -$48.2K -3,719 -4%
UBS Group
5
UBS Group
Switzerland
$793K +$871K +67,222 +12,853%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$766K +$123K +9,519 +17%
OMC
7
Old Mission Capital
Illinois
$704K +$778K +60,092 New
Jane Street
8
Jane Street
New York
$537K -$416K -32,158 -41%
OC
9
Oppenheimer & Co
New York
$521K +$10.4K +803 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$404K +$97.2K +7,506 +28%
HighTower Advisors
11
HighTower Advisors
Illinois
$396K +$6.09K +470 +1%
RJA
12
Raymond James & Associates
Florida
$396K -$404K -31,161 -48%
KAS
13
Kestra Advisory Services
Texas
$367K -$55.1K -4,257 -12%
IWC
14
Integrated Wealth Concepts
Massachusetts
$359K +$4.43K +342 +1%
MC
15
Moors & Cabot
Massachusetts
$286K -$98K -7,564 -24%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$282K +$120K +9,240 +62%
Stifel Financial
17
Stifel Financial
Missouri
$257K +$92.5K +7,142 +48%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$191K -$5.66K -437 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$190K +$52 +4 +0%
TCM
20
Traynor Capital Management
Pennsylvania
$184K
Truist Financial
21
Truist Financial
North Carolina
$183K +$50.2K +3,873 +33%
MCM
22
MAI Capital Management
Ohio
$174K +$6.13K +473 +3%
CAG
23
Csenge Advisory Group
Florida
$171K +$7.68K +593 +4%
ASN
24
Advisory Services Network
Georgia
$155K +$8.65K +668 +5%
Morgan Stanley
25
Morgan Stanley
New York
$135K +$10.8K +836 +8%

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.