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Amplify Lithium & Battery Technology ETF

52 hedge funds and large institutions have $12.4M invested in Amplify Lithium & Battery Technology ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $130K | Put options by funds: $113K

1.58% more ownership

Funds ownership: 12.2%13.78% (+1.6%)

7% less capital invested

Capital invested by funds: $13.4M → $12.4M (-$937K)

19% less funds holding

Funds holding: 6452 (-12)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
20
Closed
16
Calls
$130K
Puts
$113K
Net Calls
+$17K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.26M +$1.81M +195,663 +77%
Jane Street
2
Jane Street
New York
$1.43M +$539K +58,345 +63%
LPL Financial
3
LPL Financial
California
$1.13M -$94.5K -10,226 -8%
OMC
4
Old Mission Capital
Illinois
$955K +$934K +101,104 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$719K +$703K +76,052 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$682K +$198K +21,399 +42%
RJA
7
Raymond James & Associates
Florida
$378K -$65 -7 -0%
HighTower Advisors
8
HighTower Advisors
Illinois
$331K +$167K +18,068 +107%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$313K -$262K -28,313 -46%
Osaic Holdings
10
Osaic Holdings
Arizona
$307K +$7.88K +853 +3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$289K -$10.1K -1,094 -3%
UBS Group
12
UBS Group
Switzerland
$234K -$766K -82,893 -77%
KAS
13
Kestra Advisory Services
Texas
$225K -$11.2K -1,207 -5%
NA
14
NewEdge Advisors
Louisiana
$189K
GIA
15
Gladstone Institutional Advisory
Florida
$147K +$144K +15,587 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$128K -$534K -57,800 -81%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$115K -$15.8K -1,715 -12%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$91K -$11.8K -1,274 -12%
Morgan Stanley
19
Morgan Stanley
New York
$58.9K -$68.5K -7,416 -54%
TLCM
20
Twin Lakes Capital Management
California
$57.4K
BFPW
21
BOK Financial Private Wealth
Colorado
$51.7K
Citadel Advisors
22
Citadel Advisors
Florida
$45.4K -$746K -80,730 -94%
RIL
23
Rothschild Investment LLC
Illinois
$40.2K -$13.9K -1,500 -26%
HI
24
Harbour Investments
Wisconsin
$31.8K -$2.05K -222 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$28K +3,035 +4,336%

BATT Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q1 2024, worth a combined $12.4M — down 7% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BATT and 5 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 8 added.

The largest buyer was Ameriprise, adding an estimated $1.81M. The largest seller was CX Institutional, exiting entirely with an estimated $1.4M sold.

  • 52 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q1 2024, down from 64 in Q4 2023.
  • Funds reported $12.4M of Amplify Lithium & Battery Technology ETF stock for Q1 2024, down 7% quarter-over-quarter.
  • 5 funds opened new Amplify Lithium & Battery Technology ETF positions in Q1 2024 and 16 closed out, a net change of -11 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q1 2024 was Ameriprise, an estimated $1.81M added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q1 2024 was CX Institutional, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2024.