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Amplify Mobile Payments ETF

70 hedge funds and large institutions have $80.3M invested in Amplify Mobile Payments ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

93% more capital invested

Capital invested by funds: $41.6M → $80.3M (+$38.7M)

40% more funds holding

Funds holding: 5070 (+20)

3.98% more ownership

Funds ownership: 11.56%15.54% (+4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $236K

Holders
70
Holders Change
+20
Holders Change %
+40%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
26
Reduced
9
Closed
4
Calls
Puts
$236K
Net Calls
-$236K
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Barometer Capital Management
Ontario, Canada
$6.82M -$416K -10,100 -6%
Lazard Asset Management
2
Lazard Asset Management
New York
$6.03M +$5.79M +140,520 New
MA
3
Mutual Advisors
Nebraska
$5.96M +$5.4M +130,965 +1,678%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.83M +$1.97M +47,870 +54%
UBS Group
5
UBS Group
Switzerland
$5.66M +$401K +9,719 +8%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$4.43M +$1.5M +36,376 +54%
EFS
7
Edelman Financial Services
Virginia
$3.71M -$237K -5,747 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.87M +$2.76M +66,848 New
LPL Financial
9
LPL Financial
California
$2.72M +$265K +6,433 +11%
Citadel Advisors
10
Citadel Advisors
Florida
$2.66M +$2.56M +62,074 New
SS
11
Simplicity Solutions
Minnesota
$2.59M +$2.49M +60,451 New
AWM
12
AE Wealth Management
Kansas
$2.53M +$2.43M +59,031 New
Morgan Stanley
13
Morgan Stanley
New York
$2.49M -$433K -10,499 -15%
RJA
14
Raymond James & Associates
Florida
$2.29M +$287K +6,964 +15%
BHB
15
Bank Hapoalim BM
Israel
$2.09M +$378K +9,162 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.83M +$122K +2,962 +7%
Jane Street
17
Jane Street
New York
$1.48M +$1.42M +34,459 New
NSLI
18
Nan Shan Life Insurance
Taiwan
$1.43M -$1.29M -31,384 -48%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$1.27M +$1.23M +29,718 New
SC
20
Scotia Capital
Ontario, Canada
$1.15M +$131K +3,174 +13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$983K +$580K +14,074 +159%
UR
22
USCA RIA
Texas
$963K +$925K +22,440 New
AFNAS
23
American Financial Network Advisory Services
California
$867K +$829K +20,112 +22,855%
FSA
24
Financial Sense Advisors
California
$865K +$831K +20,158 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$837K +$172K +4,169 +27%

IPAY Hedge Fund Activity: Q3 2018 in Review

70 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q3 2018, worth a combined $80.3M — up 93% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IPAY positions and 4 closed out — a net gain of 20 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $5.79M. The largest seller was Nan Shan Life Insurance, cutting an estimated $1.29M.

  • 70 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q3 2018, up from 50 in Q2 2018.
  • Funds reported $80.3M of Amplify Mobile Payments ETF stock for Q3 2018, up 93% quarter-over-quarter.
  • 24 funds opened new Amplify Mobile Payments ETF positions in Q3 2018 and 4 closed out, a net change of +20 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q3 2018 was Lazard Asset Management, an estimated $5.79M added.
  • The largest Amplify Mobile Payments ETF seller in Q3 2018 was Nan Shan Life Insurance, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2018.