Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (BATT)

49 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — BATT

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 82% of 3.0Y peak

82% of all-time peak
47 funds currently hold this stock — 82% of the 3.0-year high of 57 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold BATT compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 71% buying

27 buying11 selling
Last quarter: 27 funds were net buyers (15 opened a brand new position + 12 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BATT position: 5 → 3 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 15% medium 21% new
30 out of 47 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.
📈

Growing discovery — still being found

9 → 5 → 3 → 8 → 15 new funds/Q
New funds entering each quarter: 5 → 3 → 8 → 15. A growing number of institutions are discovering BATT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 76% of holders stayed 2+ years

76% veterans 2% 1-2yr 22% new
Of 49 current holders: 37 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
9 of 47 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 2025 Q4, 27 hedge funds were net buyers of BATT (15 opened a new position, 12 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 20% of total institutional value in BATT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 47.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BATT
2026 Q1 Stats Unlock in 7 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 39 25.64%
13F Shares 1M 550K 95.29%
Total Value $15M $7M 107.71%
New Positions 15 8 +7
Increased Positions 14 7 +7
Closed Positions 6 9 -3
Reduced Positions 7 8 -1
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: BATT

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

49 + investors

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

Top 25 institutional holders of BATT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Q3 Asset Management 0.37% 102,762 $2K
2 Baron Financial Group, LLC 0.10% 12,880 $192K
3 Cordoba Advisory Partners LLC 0.09% 22,609 $330K
4 Sherman Asset Management, Inc. 0.06% 4,441 $66K
5 Great Diamond Partners, LLC 0.05% 18,551 $276K
6 Centerpoint Advisors, LLC 0.03% 7,000
7 Harbor Asset Planning, Inc. 0.03% 2,110 $31K
8 DAVENPORT & Co LLC 0.01% 123,881 $1.8M
9 Steward Partners Investment Advisory, LLC 0.00% 39,443 $587K
10 EVOLUTION WEALTH MANAGEMENT INC. 0.00% 233 $3K
11 N.E.W. Advisory Services LLC 0.00% 1,750 $26K
12 IFP Advisors, Inc 0.00% 2,000 $30K
13 HighTower Advisors, LLC 0.00% 30,324 $452K
14 Golden State Wealth Management, LLC 0.00% 250 $4K
15 Farther Finance Advisors, LLC 0.00% 2,619 $39K
16 LPL Financial LLC 0.00% 85,020 $1.3M
17 CITY HOLDING CO 0.00% 155 $2K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,789 $205K
19 Root Financial Partners, LLC 0.00% 260 $4K
20 TOTH FINANCIAL ADVISORY CORP 0.00% 100 $1K
21 HM PAYSON & CO 0.00% 140 $2K
22 Ashton Thomas Private Wealth, LLC 0.00% 63
23 UBS Group AG 0.00% 7,715 $115K
24 Aptus Capital Advisors, LLC 0.00% 114 $2K
25 BANK OF MONTREAL /CAN/ 0.00% 111 $2K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 71% buying: Last quarter: 27 funds were net buyers (15 opened a brand new position + 12 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BATT holders?

Strong quality — 20% AUM from major funds: 9 of 47 holders rank in the top 100 by AUM, accounting for 20% 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?

64% of holders stayed for 2+ years: 30 out of 47 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.