Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (IPAY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
5Q ▼
Buyers last Q
24%

Smart Money Signals — IPAY

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their IPAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 2.5Y peak

80% of all-time peak
70 funds currently hold this stock — 80% of the 2.5-year high of 87 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold IPAY compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 24% buying

15 buying48 selling
Last quarter: 48 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 14 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 24% medium ■ 30% new
32 out of 70 hedge funds have held IPAY 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.
💰

Price up while funds trimmed (-16% value, -34% shares)

Value
-15%
Shares
-34%
Last quarter: total value of institutional IPAY holdings rose -16% even though funds reduced share count by 34%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

9 → 9 → 14 → 15 → 12 new funds/Q
New funds entering each quarter: 9 → 14 → 15 → 12. A growing number of institutions are discovering IPAY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 29% newcomers

■ 44% veterans ■ 26% 1-2yr ■ 29% new
Entry-cohort mix of 72 holders: 32 (44%) are 2+ year veterans, 19 entered 1–2 years ago, and 21 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
13 of 69 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — IPAY

In 2026 Q2, 15 hedge funds were net buyers of IPAY (12 opened a new position, 3 added to an existing one), while 48 reduced or exited (32 trimmed, 16 sold completely) — a 24% buyer ratio, indicating net institutional distribution. This extends a 5-quarter selling streak, suggesting sustained institutional caution. 37% of total institutional value in IPAY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 70.

Hedge Fund Ownership: IPAY

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

Market Analysis: IPAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPAY

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IPAY
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 74 -6.76%
13F Shares 667K 1M -34.02%
Total Value $36M $43M -15.79%
New Positions 12 15 -3
Increased Positions 1 15 -14
Closed Positions 16 19 -3
Reduced Positions 32 24 +8
Total Calls 1 0 100%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: IPAY

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Financial Highlights

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 IPAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Biltmore Family Office, LLC 0.27% 44,004 $2.0M
2 Northstar Group, Inc. 0.11% 18,596 $857K
3 Bank OZK 0.08% 5,527 $255K
4 Advantage Trust Co 0.03% 2,000 $92K
5 Gts Securities LLC 0.02% 21,151 $975K
6 Dynamic Advisor Solutions LLC 0.01% 9,887 $456K
7 Hyposwiss Advisors SA 0.01% 250 $11K
8 Bank of New Hampshire 0.01% 956 $44K
9 Prudential plc 0.01% 32,834 $1.5M
10 Prime Capital Investment Advisors, LLC 0.01% 11,364 $524K
11 PNC Financial Services Group, INC. 0.00% 178,615 $8.2M
12 Oppenheimer & Co Inc 0.00% 7,472 $344K
13 Arkadios Wealth Advisors 0.00% 4,644 $214K
14 United Financial Planning Group LLC 0.00% 83 $4K
15 Winch Advisory Services, LLC 0.00% 163 $8K
16 Banque Transatlantique SA 0.00% 1,071 $49K
17 Parallel Advisors, LLC 0.00% 1,275 $59K
18 Savant Capital, LLC 0.00% 5,811 $300K
19 Osaic Holdings, INC. 0.00% 16,008 $738K
20 Harbor Investment Advisory, LLC 0.00% 260 $12K
21 Commonwealth Equity Services, LLC 0.00% 13,430 $619K
22 Wealthfront Advisers LLC 0.00% 8,575 $395K
23 Tidemark, LLC 0.00% 73 $3K
24 Blair William & Co/Il 0.00% 6,115 $282K
25 Capital Investment Advisory Services, LLC 0.00% 240 $11K
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 (IPAY)

What does the Smart Money Trend signal show for IPAY?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their IPAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IPAY?

Heavy selling pressure — only 24% buying: Last quarter: 48 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IPAY holders?

Strong quality — 37% AUM from major funds: 13 of 69 holders rank in the top 100 by AUM, accounting for 37% 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 IPAY?

46% of holders stayed for 2+ years: 32 out of 70 hedge funds have held IPAY 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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