Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (BATT)

54 + Investors. Track Smart Money conviction in BATT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — BATT

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BATT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
55 hedge funds hold BATT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

31 buying17 selling
Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 15% medium 33% new
29 out of 55 hedge funds have held BATT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

3 → 8 → 15 → 9 → 13 new funds/Q
New funds entering each quarter: 8 → 15 → 9 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 31% newcomers

62% veterans 7% 1-2yr 31% new
Entry-cohort mix of 55 holders: 34 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 17 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
11 of 54 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BATT

In 2026 Q2, 31 hedge funds were net buyers of BATT (13 opened a new position, 18 added to an existing one), while 17 reduced or exited (8 trimmed, 9 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: BATT

How many hedge funds hold BATT — quarterly history vs. share price
Quarterly hedge fund ownership of BATT vs. share price

Market Analysis: BATT

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: BATT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BATT
54 + Investors

Track Smart Money conviction in BATT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 51 5.88%
13F Shares 2M 2M -5.97%
Total Value $24M $22M 8.14%
New Positions 13 9 +4
Increased Positions 18 20 -2
Closed Positions 9 6 +3
Reduced Positions 8 9 -1
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BATT

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Institutional Holders (2026 Q2)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BATT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BATT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baron Financial Group, LLC 0.10% 13,925 $214K
2 Cordoba Advisory Partners LLC 0.07% 22,609 $346K
3 Great Diamond Partners, LLC 0.06% 22,466 $345K
4 Sherman Asset Management, Inc. 0.05% 4,393 $68K
5 Synergy Asset Management, LLC 0.04% 29,390 $452K
6 Twin Lakes Capital Management, LLC 0.04% 6,076 $93K
7 Old Mission Capital LLC 0.03% 138,202 $2.1M
8 Financial Network Wealth Advisors LLC 0.02% 1,429 $22K
9 Phillip James Consulting Co. 0.02% 1,825 $28K
10 Harbor Asset Planning, Inc. 0.01% 1,154 $18K
11 Silver Oak Securities, Incorporated 0.01% 11,948 $184K
12 DAVENPORT & Co LLC 0.01% 124,362 $1.9M
13 Steward Partners Investment Advisory, LLC 0.00% 40,373 $621K
14 Raymond James Financial Inc 0.00% 631,754 $9.7M
15 Beacon Pointe Advisors, LLC 0.00% 35,812 $550K
16 Kestra Private Wealth Services, LLC 0.00% 13,605 $209K
17 N.E.W. Advisory Services LLC 0.00% 1,750 $27K
18 Cape Investment Advisory, Inc. 0.00% 306 $5K
19 Cetera Investment Advisers 0.00% 75,748 $1.2M
20 IFP Advisors, Inc 0.00% 2,000 $31K
21 Osaic Holdings, INC. 0.00% 30,708 $472K
22 IFG Advisory, LLC 0.00% 919 $14K
23 HighTower Advisors, LLC 0.00% 29,639 $456K
24 Asset Dedication, LLC 0.00% 421 $6K
25 Ameriprise Financial Inc 0.00% 117,173 $1.8M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Amplify ETF Tr (BATT)

What does the Smart Money Trend signal show for BATT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BATT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BATT?

More buyers than sellers — 65% buying: Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 17 were sellers (8 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BATT holders?

Smaller funds dominant — 18% AUM from top-100: 11 of 54 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BATT?

53% of holders stayed for 2+ years: 29 out of 55 hedge funds have held BATT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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