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Amplify Mobile Payments ETF

97 hedge funds and large institutions have $76.9M invested in Amplify Mobile Payments ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

861% more call options, than puts

Call options by funds: $269K | Put options by funds: $28K

14% more capital invested

Capital invested by funds: $67.4M → $76.9M (+$9.55M)

1.77% more ownership

Funds ownership: 18.94%20.71% (+1.8%)

8% less funds holding

Funds holding: 10597 (-8)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

54% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 41

Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
41
Closed
19
Calls
$269K
Puts
$28K
Net Calls
+$241K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KWMG LLC
Kansas
$801K -$3.77M -92,396 -84%
WS
27
Wedbush Securities
California
$725K -$62.5K -1,532 -9%
JIC
28
Johnson Investment Counsel
Ohio
$710K
CA
29
Cetera Advisors
Colorado
$589K -$56.3K -1,382 -10%
HIP
30
HUB Investment Partners
Texas
$556K -$83K -2,036 -15%
SC
31
Scotia Capital
Ontario, Canada
$553K -$109K -2,676 -18%
RWA
32
Redhawk Wealth Advisors
Minnesota
$526K +$462K +11,335 New
IUHSA
33
Itau Unibanco Holding S.A.
Brazil
$516K +$448K +11,000 New
Citadel Advisors
34
Citadel Advisors
Florida
$485K -$881K -21,608 -67%
Mariner
35
Mariner
Kansas
$446K -$85.3K -2,093 -18%
AWS
36
Atria Wealth Solutions
New York
$435K -$26.5K -650 -6%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$430K +$378K +9,264 New
WGCA
38
Wolf Group Capital Advisors
Virginia
$430K -$1.71K -42 -0.4%
LWM
39
Laidlaw Wealth Management
New York
$412K -$194K -4,760 -35%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$409K -$8.15K -200 -2%
DI
41
Diligent Investors
California
$399K -$46.9K -1,150 -12%
TWP
42
Tempus Wealth Planning
California
$395K +$33.4K +819 +11%
EWA
43
Exencial Wealth Advisors
Oklahoma
$395K -$7.42K -182 -2%
6F
44
626 Financial
Michigan
$395K -$789K -19,346 -69%
CAM
45
Concorde Asset Management
Michigan
$383K +$44.1K +1,082 +15%
FHA
46
Flagship Harbor Advisors
Massachusetts
$364K -$61.2K -1,500 -16%
Wealthfront Advisers
47
Wealthfront Advisers
California
$353K +$83.9K +2,058 +37%
IWM
48
IHT Wealth Management
Illinois
$351K -$5.18K -127 -2%
EH
49
Equitable Holdings
New York
$327K -$30.2K -741 -10%
JWCA
50
J.W. Cole Advisors
Florida
$314K -$14.3K -350 -5%

IPAY Hedge Fund Activity: Q4 2023 in Review

97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q4 2023, worth a combined $76.9M — up 14% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IPAY and 13 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.24M. The largest seller was KWMG LLC, cutting an estimated $3.77M.

  • 97 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q4 2023, down from 105 in Q3 2023.
  • Funds reported $76.9M of Amplify Mobile Payments ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 13 funds opened new Amplify Mobile Payments ETF positions in Q4 2023 and 19 closed out, a net change of -6 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $5.24M added.
  • The largest Amplify Mobile Payments ETF seller in Q4 2023 was KWMG LLC, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.