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Amplify Mobile Payments ETF

80 hedge funds and large institutions have $70.8M invested in Amplify Mobile Payments ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

34% more capital invested

Capital invested by funds: $52.9M → $70.8M (+$17.9M)

18% more funds holding

Funds holding: 6880 (+12)

0.89% more ownership

Funds ownership: 15.31%16.2% (+0.89%)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.2M +$2.12M +53,322 +33%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.34M +$108K +2,717 +2%
LPL Financial
3
LPL Financial
California
$5.58M +$2.78M +69,847 +116%
Lazard Asset Management
4
Lazard Asset Management
New York
$4.52M -$1.32M -33,135 -24%
BCM
5
Barometer Capital Management
Ontario, Canada
$4.23M +$2.2M +55,300 +128%
Financial Engines Advisors
6
Financial Engines Advisors
California
$3.49M -$210K -5,269 -6%
BHB
7
Bank Hapoalim BM
Israel
$2.08M -$75.5K -1,896 -4%
AWM
8
AE Wealth Management
Kansas
$1.9M +$1.76M +44,180 New
RJA
9
Raymond James & Associates
Florida
$1.74M -$76.2K -1,913 -5%
SS
10
Simplicity Solutions
Minnesota
$1.74M +$1.61M +40,438 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.69M +$77.8K +1,953 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.62M +$1.11M +27,817 +283%
SC
13
Scotia Capital
Ontario, Canada
$1.56M +$443K +11,131 +44%
Morgan Stanley
14
Morgan Stanley
New York
$1.46M +$205K +5,154 +18%
NSLI
15
Nan Shan Life Insurance
Taiwan
$1.44M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.32M +$308K +7,736 +34%
UR
17
USCA RIA
Texas
$1.31M +$103K +2,594 +9%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$1.17M -$183K -4,593 -14%
COI
19
Capital One Investing
Virginia
$1.13M +$134K +3,352 +15%
NAM
20
NTV Asset Management
West Virginia
$1.04M +$966K +24,250 New
AFNAS
21
American Financial Network Advisory Services
California
$975K +$169K +4,234 +23%
Stifel Financial
22
Stifel Financial
Missouri
$909K +$103K +2,586 +14%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$888K +$503K +12,614 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$856K +$91K +2,285 +13%
PAG
25
Private Advisor Group
New Jersey
$849K +$787K +19,757 New

IPAY Hedge Fund Activity: Q1 2019 in Review

80 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Amplify Mobile Payments ETF (IPAY) for Q1 2019, worth a combined $70.8M — up 34% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IPAY positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.78M. The largest seller was Susquehanna International Group, cutting an estimated $4.97M.

  • 80 institutional investors held Amplify Mobile Payments ETF (IPAY) as of Q1 2019, up from 68 in Q4 2018.
  • Funds reported $70.8M of Amplify Mobile Payments ETF stock for Q1 2019, up 34% quarter-over-quarter.
  • 20 funds opened new Amplify Mobile Payments ETF positions in Q1 2019 and 8 closed out, a net change of +12 holders.
  • The largest Amplify Mobile Payments ETF buyer in Q1 2019 was LPL Financial, an estimated $2.78M added.
  • The largest Amplify Mobile Payments ETF seller in Q1 2019 was Susquehanna International Group, an estimated $4.97M sold.

Based on aggregated 13F filings for Q1 2019.