AMPLIFY ETF TR (IPAY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

AMPLIFY ETF TR (IPAY)

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

Smart Money Signals — IPAY

Based on 75 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 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 — 87% of 2.0Y peak

87% of all-time peak

75 funds currently hold this stock — 87% of the 2.0-year high of 86 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

4 fewer hedge funds hold IPAY compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 40% buying

27 buying41 selling

Last quarter: 41 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 8 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 20% entered in last year

■ 0% conviction (2yr+) ■ 80% medium ■ 20% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~12 new funds/quarter

19 → 15 → 8 → 9 → 12 new funds/Q

New funds entering each quarter: 15 → 8 → 9 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 35% new entrants

■ 0% veterans ■ 65% 1-2yr ■ 35% new

Of 75 current holders: 0 (0%) held 2+ years, 49 held 1–2 years, 26 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

10 of 75 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	75	81	-7.41%
13F Shares	1M	1M	-3.67%
Total Value	$56M	$64M	-11.67%
New Positions	12	9	+3
Increased Positions	15	13	+2
Closed Positions	18	10	+8
Reduced Positions	24	39	-15
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-7.41%

13F Shares

-3.67%

Total Value

$56M

$64M

-11.67%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-15

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

75 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 17 institutional holders of IPAY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northstar Group, Inc.	0.13%	21,496	$920K
2	NTV ASSET MANAGEMENT LLC	0.03%	5,845	$250K
3	Hyposwiss Advisors SA	0.01%	250	$11K
4	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	5,434	$233K
5	Bank of New Hampshire	0.01%	956	$41K
6	EXENCIAL WEALTH ADVISORS, LLC	0.01%	6,072	$260K
7	OPPENHEIMER & CO INC	0.00%	7,872	$337K
8	Winch Advisory Services, LLC	0.00%	163	$7K
9	Banque Cantonale Vaudoise	0.00%	845	$36K
10	Cambridge Investment Research Advisors, Inc.	0.00%	10,062	—
11	Darwin Wealth Management, LLC	0.00%	68	$3K
12	HARBOR INVESTMENT ADVISORY, LLC	0.00%	260	$11K
13	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	13,990	$599K
14	NBC SECURITIES, INC.	0.00%	170	$7K
15	Elevated Capital Advisors, LLC	0.00%	45	$2K
16	IFP Advisors, Inc	0.00%	100	$4K
17	FIFTH THIRD BANCORP	0.00%	1,090	$47K

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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 40% buying: Last quarter: 41 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IPAY holders?

Strong quality — 32% AUM from major funds: 10 of 75 holders rank in the top 100 by AUM, accounting for 32% 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?

Mostly new holders — 20% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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AMPLIFY ETF TR (IPAY)

Smart Money Signals — IPAY

Selling streak — 3 quarters in a row

High ownership — 87% of 2.0Y peak

Outflows — 5% fewer funds vs a year ago

More sellers than buyers — 40% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 20% entered in last year

Steady discovery — ~12 new funds/quarter

Mixed cohorts — 0% veterans, 35% new entrants

Strong quality — 32% AUM from major funds

Hedge Fund Ownership: IPAY

Market Analysis: IPAY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IPAY

Hedge Fund Positioning: IPAY

Statistics: IPAY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — AMPLIFY ETF TR (IPAY)

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