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Alerian MLP ETF

357 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 43.07%44.16% (+1.1%)

14% less funds holding

Funds holding: 413357 (-56)

20% less capital invested

Capital invested by funds: $1.65B → $1.32B (-$323M)

25% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 140

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

53% less call options, than puts

Call options by funds: $36.2M | Put options by funds: $77.2M

56% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 94

Holders
357
Holders Change
-56
Holders Change %
-13.56%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
105
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
226
Engrave Wealth Partners
Texas
$215K +$242K +10,474 New
MIAN
227
Mariner Independent Advisor Network
Kansas
$215K +$249K +10,762 New
WIC
228
Whitegate Investment Counselors
New Hampshire
$212K -$76.8K -3,319 -24%
AIP
229
ARS Investment Partners
New York
$209K +$242K +10,443 New
SWM
230
SeaCrest Wealth Management
New York
$206K +$8.19K +354 +4%
CCM
231
Chickasaw Capital Management
Tennessee
$206K +$239K +10,325 New
UR
232
USCA RIA
Texas
$205K +$8.95K +387 +4%
JG
233
Jefferies Group
New York
$205K +$237K +10,249 New
HF
234
HRT Financial
New York
$205K +$238K +10,284 New
FPCP
235
Fort Point Capital Partners
California
$204K +$236K +10,200 New
FWM
236
Frontier Wealth Management
Missouri
$203K -$11K -476 -4%
SAM
237
Securian Asset Management
Minnesota
$200K
TPWA
238
TRUE Private Wealth Advisors
Oregon
$193K -$135K -5,826 -38%
CG
239
Cutler Group
California
$191K -$344K -14,880 -61%
WTC
240
WhitTier Trust Company
Nevada
$187K
SAS
241
Stelac Advisory Services
New York
$186K
CBT
242
Central Bank & Trust
Kentucky
$176K +$204K +8,799 New
APA
243
American Portfolios Advisors
New York
$175K -$47.2K -2,040 -19%
CAL
244
Capital Advisors Ltd
Ohio
$172K -$4.4K -190 -2%
PA
245
Parallel Advisors
California
$153K -$22.9K -991 -11%
ST
246
Smithfield Trust
Pennsylvania
$147K -$5.32K -230 -3%
DI
247
Disciplined Investments
Oklahoma
$137K -$48K -2,075 -23%
ICM
248
Islay Capital Management
Texas
$137K
BCV
249
Banque Cantonale Vaudoise
Switzerland
$130K -$93.3K -4,032 -38%
AF
250
Advisornet Financial
Minnesota
$121K +$324 +14 +0.2%

AMLP Hedge Fund Activity: Q3 2020 in Review

357 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2020, worth a combined $1.32B — down 20% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMLP and 41 opened new positions — a net loss of 53 holders — while 140 trimmed existing stakes and 105 added.

The largest buyer was Goldman Sachs, adding an estimated $39.2M. The largest seller was Sageworth Trust, cutting an estimated $17.3M.

  • 357 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2020, down from 413 in Q2 2020.
  • Funds reported $1.32B of Alerian MLP ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 41 funds opened new Alerian MLP ETF positions in Q3 2020 and 94 closed out, a net change of -53 holders.
  • The largest Alerian MLP ETF buyer in Q3 2020 was Goldman Sachs, an estimated $39.2M added.
  • The largest Alerian MLP ETF seller in Q3 2020 was Sageworth Trust, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2020.