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Amplify Mobile Payments ETF
IPAY

43 hedge funds and large institutions have $22M invested in Amplify Mobile Payments ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

60% more capital invested

Capital invested by funds: $13.7M → $22M (+$8.3M)

54% more funds holding

Funds holding: 28 → 43 (+15)

1.12% more ownership

Funds ownership: 8% → 9.12% (+1.1%)

Holders
43
Holders Change
+15
Holders Change %
+53.57%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
UBS Group
UBS Group
Switzerland
+$1.18M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$889K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$794K
5
BHB
Bank Hapoalim BM
Israel
+$783K

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$117K
2
SC
Scotia Capital
Ontario, Canada
-$16.6K
3
NFG
Next Financial Group
Texas
-$11K
4
FAAS
First Allied Advisory Services
California
-$9.09K
5
CAM
Close Asset Management
United Kingdom
-$5.96K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$58K – – –
RCG
27
Ruggie Capital Group
Florida
$49K +$47.7K +1,400 New
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$36K +$33.6K +987 New
BDS
29
Banco de Sabadell
Florida
$34K +$34K +1,000 New
IA
30
IFP Advisors
Florida
$26K – – –
Citigroup
31
Citigroup
New York
$21K – – –
Simplex Trading
32
Simplex Trading
Illinois
$18K +$17.9K +526 New
MFW
33
Mosaic Family Wealth
Missouri
$17K – – –
GWM
34
Geneos Wealth Management
Colorado
$14K – – –
CAM
35
Close Asset Management
United Kingdom
$12K -$5.96K -175 -34%
WEC
36
Winslow Evans & Crocker
Massachusetts
$11.3K +$11.1K +326 New
WT
37
Whittier Trust
California
$8K – – –
APA
38
American Portfolios Advisors
New York
$3.49K +$3.4K +100 New
CCM
39
Cribstone Capital Management
Maine
$3K – – –
VNA
40
Valley National Advisers
Pennsylvania
$3K – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$3K +$3.4K +100 New
BHB
42
Bank Hapoalim BM
Israel
$803 +$783K +23,013 New
NFG
43
Next Financial Group
Texas
– -$11K -317 Closed
1
2

IPAY Hedge Fund Activity: Q4 2017 in Review

43 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q4 2017, worth a combined $22M — up 60% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IPAY positions and 1 closed out — a net gain of 15 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Koshinski Asset Management, cutting an estimated $117K.

  • 43 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $22M of Amplify Mobile Payments ETF stock for Q4 2017, up 60% quarter-over-quarter.
  • 16 funds opened new Amplify Mobile Payments ETF positions in Q4 2017 and 1 closed out, a net change of +15 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q4 2017 was Morgan Stanley, an estimated $1.49M added.
  • The largest Amplify Mobile Payments ETF seller in Q4 2017 was Koshinski Asset Management, an estimated $117K sold.

Based on aggregated 13F filings for Q4 2017.