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Amplify Mobile Payments ETF

170 hedge funds and large institutions have $266M invested in Amplify Mobile Payments ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

0.69% more ownership

Funds ownership: 21.6%22.29% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $271M → $266M (-$4.6M)

2% less funds holding

Funds holding: 174170 (-4)

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
61
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
51
Brewin Dolphin Wealth Management
Ireland
$1.3M +$11.6K +165 +0.9%
NWA
52
Navis Wealth Advisors
New York
$1.28M -$14.1K -200 -1%
PAG
53
Private Advisor Group
New Jersey
$1.25M +$363K +5,136 +38%
AWA
54
Arkadios Wealth Advisors
Georgia
$1.24M -$25.1K -355 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.21M -$10.9K -155 -0.9%
MA
56
Mutual Advisors
Nebraska
$1.2M +$452K +6,400 +56%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$1.13M +$74.1K +1,050 +7%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$1.12M +$11.9K +168 +1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.09M +$4.87K +69 +0.4%
DADC
60
D.A. Davidson & Co
Montana
$1.09M +$129K +1,830 +13%
BO
61
Bank OZK
Arkansas
$1.05M +$8.82K +125 +0.8%
AFS
62
Access Financial Services
Minnesota
$1M +$8.12K +115 +0.8%
FPGK
63
Financial Partners Group (Kansas)
Kansas
$995K
FSA
64
Financial Sense Advisors
California
$980K +$269K +3,812 +36%
WGCA
65
Wolf Group Capital Advisors
Virginia
$966K -$282 -4 -0%
SFG
66
Summit Financial Group
West Virginia
$959K -$11.5K -163 -1%
Citigroup
67
Citigroup
New York
$944K -$563K -7,969 -36%
Creative Planning
68
Creative Planning
Kansas
$915K +$17.5K +248 +2%
HI
69
Harbour Investments
Wisconsin
$876K +$734K +10,394 +408%
PF
70
Phoenix Financial
Israel
$865K +$903K +12,788 New
AAS
71
Avantax Advisory Services
Texas
$833K +$75.6K +1,071 +9%
CAWM
72
Capital Advisors Wealth Management
Washington
$726K +$757K +10,722 New
BRWA
73
B. Riley Wealth Advisors
Florida
$713K +$145K +2,055 +24%
SAS
74
Sanford Advisory Services
Michigan
$701K +$109K +1,549 +18%
KPCM
75
Kings Point Capital Management
New York
$682K +$28.5K +404 +4%

IPAY Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q3 2021, worth a combined $266M — down 1.7% from $271M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IPAY positions and 14 closed out — a net gain of 3 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.54M. The largest seller was Nottingham Advisors, cutting an estimated $6.66M.

  • 170 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q3 2021, down from 174 in Q2 2021.
  • Funds reported $266M of Amplify Mobile Payments ETF stock for Q3 2021, down 1.7% quarter-over-quarter.
  • 17 funds opened new Amplify Mobile Payments ETF positions in Q3 2021 and 14 closed out, a net change of +3 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q3 2021 was Osaic Holdings, an estimated $5.54M added.
  • The largest Amplify Mobile Payments ETF seller in Q3 2021 was Nottingham Advisors, an estimated $6.66M sold.

Based on aggregated 13F filings for Q3 2021.