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Amplify Mobile Payments ETF

43 hedge funds and large institutions have $22M invested in Amplify Mobile Payments ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

60% more capital invested

Capital invested by funds: $13.7M → $22M (+$8.3M)

54% more funds holding

Funds holding: 2843 (+15)

1.12% more ownership

Funds ownership: 8%9.12% (+1.1%)

Holders
43
Holders Change
+15
Holders Change %
+53.57%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1
Edelman Financial Services
Virginia
$4.41M -$5.89K -173 -0.1%
UBS Group
2
UBS Group
Switzerland
$2.58M +$1.18M +34,609 +88%
Morgan Stanley
3
Morgan Stanley
New York
$2.49M +$1.49M +43,698 +158%
Citadel Advisors
4
Citadel Advisors
Florida
$2.35M +$717K +21,068 +46%
OC
5
Oppenheimer & Co
New York
$1.63M +$37K +1,088 +2%
LPL Financial
6
LPL Financial
California
$1.3M +$216K +6,359 +21%
RJA
7
Raymond James & Associates
Florida
$1.19M +$74.5K +2,190 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$911K +$889K +26,111 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$832K +$794K +23,338 +4,532%
Creative Planning
10
Creative Planning
Kansas
$465K +$454K +13,327 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$435K +$74.4K +2,187 +21%
FAAS
12
First Allied Advisory Services
California
$433K -$9.09K -267 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$335K +$97.3K +2,860 +42%
SC
14
Scotia Capital
Ontario, Canada
$324K -$16.6K -489 -5%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$317K -$117K -3,437 -27%
VC
16
Vicus Capital
Pennsylvania
$291K +$68 +2 +0%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$258K +$252K +7,390 New
Wolverine Trading
18
Wolverine Trading
Illinois
$224K +$218K +6,407 New
MML Investors Services
19
MML Investors Services
Massachusetts
$216K +$211K +6,203 New
AG
20
Advisor Group
Arizona
$200K +$71.2K +2,091 +58%
SWP
21
Stratos Wealth Partners
Ohio
$178K +$173K +5,090 New
EDRH
22
Edmond de Rothschild Holding
Switzerland
$120K +$117K +3,440 New
CCS
23
Crosspoint Capital Strategies
California
$95K
ASN
24
Advisory Services Network
Georgia
$75K +$73.2K +2,150 New
Bank of America
25
Bank of America
North Carolina
$63K

IPAY Hedge Fund Activity: Q4 2017 in Review

43 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q4 2017, worth a combined $22M — up 60% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IPAY positions and 1 closed out — a net gain of 15 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Koshinski Asset Management, cutting an estimated $117K.

  • 43 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q4 2017, up from 28 in Q3 2017.
  • Funds reported $22M of Amplify Mobile Payments ETF stock for Q4 2017, up 60% quarter-over-quarter.
  • 16 funds opened new Amplify Mobile Payments ETF positions in Q4 2017 and 1 closed out, a net change of +15 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q4 2017 was Morgan Stanley, an estimated $1.49M added.
  • The largest Amplify Mobile Payments ETF seller in Q4 2017 was Koshinski Asset Management, an estimated $117K sold.

Based on aggregated 13F filings for Q4 2017.