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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
SPC
101
Sigma Planning Corp
Michigan
$352K +$92.3K +1,363 +35%
BCV
102
Banque Cantonale Vaudoise
Switzerland
$339K +$320K +4,720 +1,242%
BCM
103
Brasada Capital Management
Texas
$334K -$28.9K -427 -8%
CTA
104
Colonial Trust Advisors
South Carolina
$328K +$64.4K +950 +24%
RJT
105
Raymond James Trust
Florida
$318K -$434K -6,411 -57%
OAM
106
Oppenheimer Asset Management
New York
$318K +$323K +4,766 New
WWM
107
Western Wealth Management
Colorado
$301K +$4.07K +60 +1%
CAAS
108
Capital Asset Advisory Services
Michigan
$291K +$113K +1,663 +62%
AIA
109
Allied Investment Advisors
Montana
$278K +$282K +4,160 New
HIA
110
Harbor Investment Advisory
Maryland
$268K +$2.85K +42 +1%
CFGS
111
Concourse Financial Group Securities
Alabama
$259K +$6.57K +97 +3%
UCFA
112
United Capital Financial Advisors
Texas
$244K +$42.7K +630 +21%
IA
113
IFP Advisors
Florida
$208K -$19.1K -282 -8%
NDSI
114
Newman Dignan & Sheerar Inc
Rhode Island
$207K
CCM
115
Condor Capital Management
New Jersey
$205K -$18K -266 -8%
BFA
116
Beacon Financial Advisory
Ohio
$200K +$203K +3,001 New
HIIFS
117
Harel Insurance Investments & Financial Services
Israel
$179K
TCWM
118
Total Clarity Wealth Management
Illinois
$175K +$177K +2,617 New
DWP
119
Destiny Wealth Partners
Florida
$153K
VNA
120
Valley National Advisers
Pennsylvania
$151K
Bank of America
121
Bank of America
North Carolina
$134K -$55.4K -818 -29%
EW
122
Evoke Wealth
California
$125K +$5.08K +75 +4%
SAI
123
Systematic Alpha Investments
New Jersey
$121K +$123K +1,810 New
HI
124
Hudock Inc
Pennsylvania
$117K +$70.4K +1,039 +144%
CP
125
Corbenic Partners
Pennsylvania
$105K +$102K +1,500 +2,000%

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.