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Alerian MLP ETF

477 hedge funds and large institutions have $2.6B invested in Alerian MLP ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $267M | Put options by funds: $102M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $2.26B → $2.6B (+$343M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 457477 (+20)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

1.98% less ownership

Funds ownership: 45.64%43.66% (-2%)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
8.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
72
Increased
160
Reduced
152
Closed
51
Calls
$267M
Puts
$102M
Net Calls
+$165M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
226
Dumont & Blake Investment Advisors
New Jersey
$616K -$1.1K -32 -0.2%
NL
227
NVWM LLC
Pennsylvania
$613K +$578K +16,840 New
GSIS
228
Global Strategic Investment Solutions
Arizona
$602K +$10.9K +317 +2%
IWC
229
Integrated Wealth Concepts
Massachusetts
$597K +$22.3K +650 +4%
AA
230
Argent Advisors
Louisiana
$590K
KPWS
231
Kestra Private Wealth Services
Texas
$585K +$19.4K +564 +4%
GW
232
GW & Wade
Massachusetts
$584K -$96.2K -2,804 -15%
Bank of New York Mellon
233
Bank of New York Mellon
New York
$583K -$2.25M -65,616 -80%
CAM
234
Covenant Asset Management
New Jersey
$578K -$2.95K -86 -0.5%
NA
235
NewEdge Advisors
Louisiana
$566K -$236K -6,891 -31%
JG
236
Jefferies Group
New York
$563K +$60.4K +1,760 +13%
FI
237
Financial Insights
Washington
$550K +$51.8K +1,510 New
AIM
238
Anchor Investment Management
South Carolina
$536K -$3.05K -89 -0.6%
JWCA
239
J.W. Cole Advisors
Florida
$533K +$56.3K +1,640 +13%
CAN
240
Claraphi Advisory Network
United States
$529K -$16.2K -473 -3%
FH
241
FWG Holdings
Florida
$528K +$498K +14,499 New
OC
242
Oppenheimer & Co
New York
$523K -$23K -671 -4%
RPCA
243
Running Point Capital Advisors
California
$510K +$3.33K +97 +0.7%
TIA
244
Tiemann Investment Advisors
California
$502K
FFA
245
Fi3 Financial Advisors
Indiana
$501K -$58.2K -1,696 -10%
HAS
246
HBW Advisory Services
California
$495K +$27.9K +813 +6%
FF
247
Friedenthal Financial
New Jersey
$494K +$465K +13,555 New
Cerity Partners
248
Cerity Partners
New York
$491K -$6.18K -180 -1%
AWM
249
Altavista Wealth Management
North Carolina
$487K +$127K +3,700 +38%
WP
250
WealthSource Partners
California
$484K +$457K +13,306 New

AMLP Hedge Fund Activity: Q2 2021 in Review

477 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2021, worth a combined $2.6B — up 15% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMLP positions and 51 closed out — a net gain of 21 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 477 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2021, up from 457 in Q1 2021.
  • Funds reported $2.6B of Alerian MLP ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 72 funds opened new Alerian MLP ETF positions in Q2 2021 and 51 closed out, a net change of +21 holders.
  • The largest Alerian MLP ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $63.3M added.
  • The largest Alerian MLP ETF seller in Q2 2021 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2021.