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Amplify Lithium & Battery Technology ETF

62 hedge funds and large institutions have $17.1M invested in Amplify Lithium & Battery Technology ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $227K | Put options by funds: $124K

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

1.71% less ownership

Funds ownership: 12.9%11.19% (-1.7%)

6% less funds holding

Funds holding: 6662 (-4)

12% less capital invested

Capital invested by funds: $19.4M → $17.1M (-$2.32M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
10
Closed
11
Calls
$227K
Puts
$124K
Net Calls
+$103K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.05M +$33.1K +2,629 +0.9%
Jane Street
2
Jane Street
New York
$1.87M +$1.79M +142,546 New
LPL Financial
3
LPL Financial
California
$1.69M -$34.9K -2,778 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.38M +$12.5K +997 +1%
UBS Group
5
UBS Group
Switzerland
$1.29M -$272K -21,606 -18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$965K +$119K +9,446 +15%
RJA
7
Raymond James & Associates
Florida
$681K +$357K +28,353 +120%
Osaic Holdings
8
Osaic Holdings
Arizona
$509K +$9.91K +788 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$458K +$14.6K +1,160 +3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$423K -$767 -61 -0.2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$422K +$251K +19,929 +162%
MC
12
Moors & Cabot
Massachusetts
$405K +$82.6K +6,570 +27%
KAS
13
Kestra Advisory Services
Texas
$351K -$32.1K -2,550 -9%
NA
14
NewEdge Advisors
Louisiana
$262K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$224K +$9.76K +776 +5%
Goldman Sachs
16
Goldman Sachs
New York
$224K +$215K +17,092 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$219K +$11.4K +906 +6%
Truist Financial
18
Truist Financial
North Carolina
$203K
MCM
19
MAI Capital Management
Ohio
$152K -$29.7K -2,360 -17%
MML Investors Services
20
MML Investors Services
Massachusetts
$138K +$132K +10,499 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$136K +$131K +10,393 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$117K +$9.26K +736 +9%
Morgan Stanley
23
Morgan Stanley
New York
$107K -$34.8K -2,766 -25%
Citadel Advisors
24
Citadel Advisors
Florida
$103K -$53.6K -4,263 -35%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$99.3K

BATT Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q2 2023, worth a combined $17.1M — down 12% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BATT and 8 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.79M. The largest seller was Amarillo National Bank, exiting entirely with an estimated $4.61M sold.

  • 62 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q2 2023, down from 66 in Q1 2023.
  • Funds reported $17.1M of Amplify Lithium & Battery Technology ETF stock for Q2 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Amplify Lithium & Battery Technology ETF positions in Q2 2023 and 11 closed out, a net change of -3 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q2 2023 was Jane Street, an estimated $1.79M added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q2 2023 was Amarillo National Bank, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2023.