Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (BATT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — BATT

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
51 funds currently hold this stock — 91% of the 3.0-year high of 56 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

29 buying16 selling
Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 15 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 14% medium ■ 27% new
30 out of 51 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 — ~9 new funds/quarter

5 → 3 → 8 → 15 → 9 new funds/Q
New funds entering each quarter: 3 → 8 → 15 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 26% newcomers

■ 66% veterans ■ 8% 1-2yr ■ 26% new
Entry-cohort mix of 53 holders: 35 (66%) are 2+ year veterans, 4 entered 1–2 years ago, and 14 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
11 of 51 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 29 hedge funds were net buyers of BATT (9 opened a new position, 20 added to an existing one), while 16 reduced or exited (10 trimmed, 6 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in BATT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 51.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BATT

-- --

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

Is It Too Late to Buy Amplify ETF Tr (BATT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BATT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
BATT
+3.3%
SPY
+13.7%

BATT outperformed SPY by -10.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
BATT
-7.4%
SPY
+0.1%

Since the filing became public, BATT outperformed SPY by -7.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
50 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 48 4.17%
13F Shares 2M 1M 56.17%
Total Value $22M $15M 50.58%
New Positions 9 15 -6
Increased Positions 20 12 +8
Closed Positions 7 6 +1
Reduced Positions 9 5 +4
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: BATT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

50 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baron Financial Group, LLC 0.10% 12,880 $192K
2 Cordoba Advisory Partners LLC 0.09% 22,609 $330K
3 Sherman Asset Management, Inc. 0.06% 4,441 $66K
4 Great Diamond Partners, LLC 0.05% 18,551 $276K
5 Twin Lakes Capital Management, LLC 0.04% 6,076 $90K
6 Harbor Asset Planning, Inc. 0.03% 2,110 $31K
7 Financial Network Wealth Advisors LLC 0.02% 1,429 $21K
8 Harbour Investments, INC. 0.02% 90,932 $1.4M
9 DAVENPORT & Co LLC 0.01% 123,881 $1.8M
10 Old Mission Capital LLC 0.00% 20,605 $307K
11 Steward Partners Investment Advisory, LLC 0.00% 39,443 $587K
12 Raymond James Financial Inc 0.00% 601,985 $9.0M
13 Beacon Pointe Advisors, LLC 0.00% 33,783 $503K
14 Evolution Wealth Management INC. 0.00% 233 $3K
15 N.E.W. Advisory Services LLC 0.00% 1,750 $26K
16 Cetera Investment Advisers 0.00% 65,604 $977K
17 IFP Advisors, Inc 0.00% 2,000 $30K
18 Cwm, LLC 0.00% 15,161 $226K
19 HighTower Advisors, LLC 0.00% 30,324 $452K
20 Asset Dedication, LLC 0.00% 421 $6K
21 Osaic Holdings, INC. 0.00% 19,881 $296K
22 Golden State Wealth Management, LLC 0.00% 250 $4K
23 MAI Capital Management 0.00% 4,727 $70K
24 Farther Finance Advisors, LLC 0.00% 2,619 $39K
25 LPL Financial LLC 0.00% 85,020 $1.3M
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 — 2 quarters in a row: For 2 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 — 64% buying: Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 16 were sellers (10 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BATT holders?

Strong quality — 21% AUM from major funds: 11 of 51 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BATT?

59% of holders stayed for 2+ years: 30 out of 51 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.

Is it too late to buy Amplify ETF Tr (BATT) following the 2026 Q1 hedge fund 13F filings?

As of today, BATT has moved -7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -7.5%. Since the quarter end (March 31, 2026), BATT has gained +3.3% vs +13.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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