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Amplify Mobile Payments ETF

134 hedge funds and large institutions have $192M invested in Amplify Mobile Payments ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more capital invested

Capital invested by funds: $156M → $192M (+$35.8M)

14% more funds holding

Funds holding: 118134 (+16)

0.43% more ownership

Funds ownership: 23.72%24.15% (+0.43%)

39% less call options, than puts

Call options by funds: $212K | Put options by funds: $348K

Holders
134
Holders Change
+16
Holders Change %
+13.56%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
29
Increased
59
Reduced
29
Closed
13
Calls
$212K
Puts
$348K
Net Calls
-$136K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.85M -$2.28M -42,701 -56%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.82M +$289K +5,414 +19%
Stifel Financial
28
Stifel Financial
Missouri
$1.74M +$42.8K +801 +3%
KAS
29
Kestra Advisory Services
Texas
$1.64M +$1.61M +30,223 New
WCM
30
WealthBridge Capital Management
Ohio
$1.63M +$66.4K +1,243 +4%
Morgan Stanley
31
Morgan Stanley
New York
$1.59M +$49.8K +933 +3%
COF
32
Capital One Financial
Virginia
$1.47M +$66.8K +1,250 +5%
AWM
33
AE Wealth Management
Kansas
$1.43M +$163K +3,043 +13%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M +$35.7K +668 +3%
MIC
35
Means Investment Company
Maine
$1.32M +$729K +13,647 +137%
SS
36
Simplicity Solutions
Minnesota
$1.3M +$214K +4,012 +20%
WC
37
Westwind Capital
New Mexico
$1.25M +$53.2K +996 +5%
EH
38
Equitable Holdings
New York
$1.24M +$95.9K +1,795 +9%
PHS
39
Pekin Hardy Strauss
Illinois
$1.2M +$419K +7,850 +55%
WS
40
Wedbush Securities
California
$1.18M -$127K -2,379 -10%
FAAS
41
First Allied Advisory Services
California
$1.02M -$14.4K -270 -1%
FHA
42
Flagship Harbor Advisors
Massachusetts
$996K +$263K +4,930 +37%
Financial Engines Advisors
43
Financial Engines Advisors
California
$962K -$48.8K -914 -5%
AWA
44
Arkadios Wealth Advisors
Georgia
$946K +$16K +300 +2%
SPFA
45
Summit Place Financial Advisors
New Jersey
$921K +$90.8K +1,700 +11%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$908K +$637K +11,933 +251%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$888K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$842K +$599K +11,218 +263%
Creative Planning
49
Creative Planning
Kansas
$760K -$19.1K -357 -2%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$741K -$268K -5,026 -27%

IPAY Hedge Fund Activity: Q3 2020 in Review

134 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q3 2020, worth a combined $192M — up 23% from $156M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IPAY positions and 13 closed out — a net gain of 16 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $5.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.75M sold.

  • 134 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q3 2020, up from 118 in Q2 2020.
  • Funds reported $192M of Amplify Mobile Payments ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 29 funds opened new Amplify Mobile Payments ETF positions in Q3 2020 and 13 closed out, a net change of +16 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q3 2020 was Qube Research & Technologies (QRT), an estimated $5.22M added.
  • The largest Amplify Mobile Payments ETF seller in Q3 2020 was Citadel Advisors, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2020.