We are live on ! Find out more
IPAY icon

Amplify Mobile Payments ETF

170 hedge funds and large institutions have $284M invested in Amplify Mobile Payments ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

22% more capital invested

Capital invested by funds: $232M → $284M (+$51.6M)

7% more funds holding

Funds holding: 159170 (+11)

1.54% more ownership

Funds ownership: 22.04%23.59% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
75
Reduced
39
Closed
16
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.09M -$16.3K -241 -1%
SFG
52
Summit Financial Group
West Virginia
$1.06M +$153K +2,265 +17%
Creative Planning
53
Creative Planning
Kansas
$1.05M +$11.4K +169 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.04M +$81K +1,196 +8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1M -$2.07M -30,569 -68%
FCC
56
Florin Court Capital
United Kingdom
$948K +$962K +14,200 New
HI
57
Harbour Investments
Wisconsin
$934K +$948K +13,991 New
FPGK
58
Financial Partners Group (Kansas)
Kansas
$919K -$160K -2,368 -15%
BCM
59
Brookstone Capital Management
Illinois
$890K -$4.67K -69 -0.5%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$888K
DADC
61
D.A. Davidson & Co
Montana
$876K +$485K +7,162 +120%
Barclays
62
Barclays
United Kingdom
$873K +$825K +12,173 +1,353%
PAG
63
Private Advisor Group
New Jersey
$871K +$68.5K +1,011 +8%
BO
64
Bank OZK
Arkansas
$855K +$33.9K +501 +4%
AAS
65
Avantax Advisory Services
Texas
$851K +$108K +1,599 +14%
BDWM
66
Brewin Dolphin Wealth Management
Ireland
$849K +$238K +3,506 +38%
TWM
67
Titus Wealth Management
California
$814K
LWPC
68
Legacy Wealth Partners (California)
California
$805K +$402K +5,927 +97%
MA
69
Mutual Advisors
Nebraska
$761K +$42.7K +630 +6%
FSA
70
Financial Sense Advisors
California
$734K -$210K -3,106 -22%
WGCA
71
Wolf Group Capital Advisors
Virginia
$730K +$443K +6,541 +149%
Citigroup
72
Citigroup
New York
$720K +$70.7K +1,044 +11%
IFG
73
Independent Financial Group
California
$678K -$97.9K -1,445 -12%
SPFA
74
Summit Place Financial Advisors
New Jersey
$647K -$119K -1,750 -15%
KPCM
75
Kings Point Capital Management
New York
$645K +$654K +9,661 New

IPAY Hedge Fund Activity: Q1 2021 in Review

170 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q1 2021, worth a combined $284M — up 22% from $232M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IPAY positions and 16 closed out — a net gain of 12 holders — while 75 added to existing stakes and 39 trimmed.

The largest buyer was Nan Shan Life Insurance, adding an estimated $34M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.64M.

  • 170 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q1 2021, up from 159 in Q4 2020.
  • Funds reported $284M of Amplify Mobile Payments ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 28 funds opened new Amplify Mobile Payments ETF positions in Q1 2021 and 16 closed out, a net change of +12 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q1 2021 was Nan Shan Life Insurance, an estimated $34M added.
  • The largest Amplify Mobile Payments ETF seller in Q1 2021 was Raymond James Financial Services Advisors, an estimated $7.64M sold.

Based on aggregated 13F filings for Q1 2021.