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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
Ameriprise
1
Ameriprise
Minnesota
$2.69M -$1.08M -103,695 -29%
CI
2
CX Institutional
Indiana
$1.4M +$1.39M +132,791 New
LPL Financial
3
LPL Financial
California
$1.37M -$20.2K -1,940 -1%
UBS Group
4
UBS Group
Switzerland
$1.13M +$96.6K +9,255 +9%
Jane Street
5
Jane Street
New York
$981K +$459K +44,002 +90%
Citadel Advisors
6
Citadel Advisors
Florida
$902K +$841K +80,549 +1,616%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$752K +$1.61K +154 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$648K -$353K -33,858 -36%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$535K +$66K +6,326 +14%
RJA
10
Raymond James & Associates
Florida
$422K -$63.9K -6,118 -13%
IWC
11
Integrated Wealth Concepts
Massachusetts
$334K -$6.06K -581 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$333K -$155K -14,873 -32%
KAS
13
Kestra Advisory Services
Texas
$264K -$21.2K -2,031 -8%
NA
14
NewEdge Advisors
Louisiana
$211K -$139K -13,296 -40%
HighTower Advisors
15
HighTower Advisors
Illinois
$175K -$186K -17,781 -51%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$146K -$5.04K -483 -3%
Morgan Stanley
17
Morgan Stanley
New York
$144K +$61.9K +5,926 +77%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$115K -$3.41K -327 -3%
IAIM
19
International Assets Investment Management
Florida
$113K +$112K +10,763 New
Truist Financial
20
Truist Financial
North Carolina
$105K -$17.2K -1,647 -14%
TLCM
21
Twin Lakes Capital Management
California
$64K
RIL
22
Rothschild Investment LLC
Illinois
$60.6K +$60K +5,750 New
BFPW
23
BOK Financial Private Wealth
Colorado
$57.7K
ASN
24
Advisory Services Network
Georgia
$53K +$52.5K +5,031 New
LA
25
LM Advisors
California
$44.3K +$43.8K +4,200 New

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.