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Amplify Mobile Payments ETF

174 hedge funds and large institutions have $271M invested in Amplify Mobile Payments ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2% more funds holding

Funds holding: 170174 (+4)

4% less capital invested

Capital invested by funds: $284M → $271M (-$12.7M)

1.98% less ownership

Funds ownership: 23.59%21.6% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
77
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$1.46M +$199K +2,843 +16%
CI
52
Clal Insurance
Israel
$1.46M
NWA
53
Navis Wealth Advisors
New York
$1.35M
BDWM
54
Brewin Dolphin Wealth Management
Ireland
$1.34M +$440K +6,295 +50%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.32M +$54.5K +780 +4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.27M +$18.1K +259 +1%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.15M +$126K +1,806 +13%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$1.13M +$34.7K +497 +3%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$1.1M -$46.1K -660 -4%
BO
60
Bank OZK
Arkansas
$1.09M +$185K +2,650 +21%
BCM
61
Brookstone Capital Management
Illinois
$1.05M +$103K +1,480 +11%
AFS
62
Access Financial Services
Minnesota
$1.04M +$1.03M +14,728 New
FPGK
63
Financial Partners Group (Kansas)
Kansas
$1.04M +$65.8K +941 +7%
SFG
64
Summit Financial Group
West Virginia
$1.01M -$106K -1,515 -10%
WGCA
65
Wolf Group Capital Advisors
Virginia
$1.01M +$234K +3,346 +31%
DADC
66
D.A. Davidson & Co
Montana
$1M +$79.5K +1,137 +9%
PAG
67
Private Advisor Group
New Jersey
$944K +$24.6K +352 +3%
Creative Planning
68
Creative Planning
Kansas
$935K -$166K -2,381 -15%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$888K
MA
70
Mutual Advisors
Nebraska
$801K -$1.75K -25 -0.2%
AAS
71
Avantax Advisory Services
Texas
$793K -$103K -1,480 -12%
CS
72
Credit Suisse
Switzerland
$779K +$773K +11,058 New
FSA
73
Financial Sense Advisors
California
$751K -$22.7K -325 -3%
TWM
74
Titus Wealth Management
California
$731K -$126K -1,800 -15%
LWPC
75
Legacy Wealth Partners (California)
California
$720K -$128K -1,831 -15%

IPAY Hedge Fund Activity: Q2 2021 in Review

174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q2 2021, worth a combined $271M — down 4.5% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IPAY positions and 15 closed out — a net gain of 5 holders — while 77 added to existing stakes and 42 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $3.04M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $36.2M sold.

  • 174 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q2 2021, up from 170 in Q1 2021.
  • Funds reported $271M of Amplify Mobile Payments ETF stock for Q2 2021, down 4.5% quarter-over-quarter.
  • 20 funds opened new Amplify Mobile Payments ETF positions in Q2 2021 and 15 closed out, a net change of +5 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $3.04M added.
  • The largest Amplify Mobile Payments ETF seller in Q2 2021 was Nan Shan Life Insurance, an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2021.