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Amplify Mobile Payments ETF

159 hedge funds and large institutions have $232M invested in Amplify Mobile Payments ETF in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $192M → $232M (+$40M)

19% more funds holding

Funds holding: 134159 (+25)

2.11% less ownership

Funds ownership: 24.15%22.04% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
159
Holders Change
+25
Holders Change %
+18.66%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
35
Increased
56
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
51
Financial Partners Group (Kansas)
Kansas
$1.07M -$33.2K -559 -3%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.04M +$6.82K +115 +0.7%
Creative Planning
53
Creative Planning
Kansas
$1.03M +$90.8K +1,531 +11%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$956K +$44.5K +750 +6%
FSA
55
Financial Sense Advisors
California
$938K +$116K +1,958 +16%
CAN
56
Cetera Advisor Networks
California
$905K +$3.74K +63 +0.5%
SFG
57
Summit Financial Group
West Virginia
$904K +$75.6K +1,275 +10%
BCM
58
Brookstone Capital Management
Illinois
$891K -$1.01K -17 -0.1%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$888K
FI
60
FormulaFolio Investments
Michigan
$872K +$777K +13,102 New
BO
61
Bank OZK
Arkansas
$820K +$16.5K +278 +2%
TWM
62
Titus Wealth Management
California
$810K +$295K +4,975 +69%
PAG
63
Private Advisor Group
New Jersey
$801K +$386K +6,507 +118%
IFG
64
Independent Financial Group
California
$771K +$31.1K +524 +5%
COF
65
Capital One Financial
Virginia
$761K -$920K -15,498 -58%
SPFA
66
Summit Place Financial Advisors
New Jersey
$761K -$326K -5,490 -32%
AAS
67
Avantax Advisory Services
Texas
$744K -$109K -1,834 -14%
RJT
68
Raymond James Trust
Florida
$743K
MA
69
Mutual Advisors
Nebraska
$716K +$147K +2,483 +30%
PCS
70
Personal CFO Solutions
New Jersey
$684K +$46.2K +778 +8%
Citigroup
71
Citigroup
New York
$647K +$38.8K +654 +7%
BDWM
72
Brewin Dolphin Wealth Management
Ireland
$612K
MBTD
73
Mechanics Bank - Trust Department
California
$576K +$131K +2,200 +34%
BWA
74
Beam Wealth Advisors
Louisiana
$536K +$9.08K +153 +2%
WWM
75
WT Wealth Management
Arizona
$535K -$285K -4,796 -37%

IPAY Hedge Fund Activity: Q4 2020 in Review

159 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q4 2020, worth a combined $232M — up 21% from $192M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IPAY positions and 9 closed out — a net gain of 26 holders — while 56 added to existing stakes and 40 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.58M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $8.79M.

  • 159 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q4 2020, up from 134 in Q3 2020.
  • Funds reported $232M of Amplify Mobile Payments ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 35 funds opened new Amplify Mobile Payments ETF positions in Q4 2020 and 9 closed out, a net change of +26 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q4 2020 was Citadel Advisors, an estimated $2.58M added.
  • The largest Amplify Mobile Payments ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $8.79M sold.

Based on aggregated 13F filings for Q4 2020.