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Amplify Lithium & Battery Technology ETF

66 hedge funds and large institutions have $19.4M invested in Amplify Lithium & Battery Technology ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $181K | Put options by funds: $44K

5% more capital invested

Capital invested by funds: $18.5M → $19.4M (+$870K)

0.17% more ownership

Funds ownership: 12.73%12.9% (+0.17%)

4% less funds holding

Funds holding: 6966 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
17
Closed
12
Calls
$181K
Puts
$44K
Net Calls
+$137K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
ANB
1
Amarillo National Bank
Texas
$4.61M +$110K +8,554 +2%
Ameriprise
2
Ameriprise
Minnesota
$3.99M +$97.9K +7,580 +3%
LPL Financial
3
LPL Financial
California
$1.7M +$116K +9,018 +7%
UBS Group
4
UBS Group
Switzerland
$1.54M +$674K +52,203 +77%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$827K -$15.9K -1,230 -2%
FTUS
6
Flow Traders U.S.
New York
$806K +$809K +62,604 New
Osaic Holdings
7
Osaic Holdings
Arizona
$490K +$46.5K +3,597 +10%
OMC
8
Old Mission Capital
Illinois
$466K -$308K -23,849 -40%
HighTower Advisors
9
HighTower Advisors
Illinois
$436K +$620 +48 +0.1%
IWC
10
Integrated Wealth Concepts
Massachusetts
$416K +$21.8K +1,690 +6%
KAS
11
Kestra Advisory Services
Texas
$378K -$25.5K -1,974 -6%
MC
12
Moors & Cabot
Massachusetts
$313K -$1.38K -107 -0.4%
RJA
13
Raymond James & Associates
Florida
$304K -$132K -10,185 -30%
NA
14
NewEdge Advisors
Louisiana
$257K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$211K +$1.14K +88 +0.5%
Stifel Financial
16
Stifel Financial
Missouri
$210K -$72.9K -5,646 -26%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$204K -$5.21K -403 -2%
TCM
18
Traynor Capital Management
Pennsylvania
$203K
Truist Financial
19
Truist Financial
North Carolina
$200K -$1.01K -78 -0.5%
MCM
20
MAI Capital Management
Ohio
$179K -$12.1K -940 -6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$158K -$153K -11,838 -49%
Citadel Advisors
22
Citadel Advisors
Florida
$156K +$157K +12,151 New
Morgan Stanley
23
Morgan Stanley
New York
$141K -$7.97K -617 -5%
SS
24
Simplicity Solutions
Minnesota
$140K +$141K +10,897 New
AWM
25
AE Wealth Management
Kansas
$132K +$133K +10,279 New

BATT Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q1 2023, worth a combined $19.4M — up 4.7% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BATT and 10 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $809K. The largest seller was Jane Street, exiting entirely with an estimated $537K sold.

  • 66 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q1 2023, down from 69 in Q4 2022.
  • Funds reported $19.4M of Amplify Lithium & Battery Technology ETF stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 10 funds opened new Amplify Lithium & Battery Technology ETF positions in Q1 2023 and 12 closed out, a net change of -2 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $809K added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q1 2023 was Jane Street, an estimated $537K sold.

Based on aggregated 13F filings for Q1 2023.