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Amplify Mobile Payments ETF

124 hedge funds and large institutions have $81.3M invested in Amplify Mobile Payments ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $883K

5.43% less ownership

Funds ownership: 23.72%18.29% (-5.4%)

12% less funds holding

Funds holding: 141124 (-17)

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

65% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 55

82% less capital invested

Capital invested by funds: $447M → $81.3M (-$366M)

Holders
124
Holders Change
-17
Holders Change %
-12.06%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
55
Closed
26
Calls
$1.38M
Puts
$883K
Net Calls
+$500K
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$340K +$2.79K +66 +0.7%
TWP
52
Tempus Wealth Planning
California
$317K +$23.5K +556 +8%
JWCA
53
J.W. Cole Advisors
Florida
$308K -$19.1K -451 -6%
W
54
WealthOne
New York
$304K
EH
55
Equitable Holdings
New York
$296K -$22.6K -535 -7%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$288K +$292K +6,902 New
AAS
57
Avantax Advisory Services
Texas
$287K -$68.2K -1,613 -19%
WWM
58
Western Wealth Management
Colorado
$285K
CG
59
Colony Group
Massachusetts
$267K -$719 -17 -0.3%
SFG
60
Summit Financial Group
West Virginia
$261K -$12.3K -290 -4%
ICG
61
InterOcean Capital Group
Tennessee
$243K +$20.2K +479 +9%
Stifel Financial
62
Stifel Financial
Missouri
$239K -$3.3K -78 -1%
MFG
63
Merit Financial Group
Georgia
$238K +$242K +5,722 New
MBTD
64
Mechanics Bank - Trust Department
California
$229K -$79.9K -1,890 -26%
Wealthfront Advisers
65
Wealthfront Advisers
California
$218K -$240K -5,673 -52%
LWM
66
Lyell Wealth Management
California
$209K +$212K +5,007 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$205K -$69.1K -1,635 -25%
Corient Private Wealth
68
Corient Private Wealth
Florida
$204K +$207K +4,905 New
JMPWA
69
JP Morgan Private Wealth Advisors
California
$203K -$31.7K -750 -13%
William Blair & Company
70
William Blair & Company
Illinois
$188K -$1.69K -40 -0.9%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$175K -$12.6K -297 -7%
UBS Group
72
UBS Group
Switzerland
$146K +$15.9K +377 +12%
GFWA
73
Grey Fox Wealth Advisors
Delaware
$125K
HIA
74
Harbor Investment Advisory
Maryland
$111K
Wells Fargo
75
Wells Fargo
California
$111K -$62.3K -1,474 -36%

IPAY Hedge Fund Activity: Q1 2023 in Review

124 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q1 2023, worth a combined $81.3M — down 82% from $447M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IPAY and 11 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 19 added.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $1.13M. The largest seller was Royal Bank of Canada, cutting an estimated $10.7M.

  • 124 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $81.3M of Amplify Mobile Payments ETF stock for Q1 2023, down 82% quarter-over-quarter.
  • 11 funds opened new Amplify Mobile Payments ETF positions in Q1 2023 and 26 closed out, a net change of -15 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q1 2023 was Sowell Financial Services, an estimated $1.13M added.
  • The largest Amplify Mobile Payments ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2023.