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Alerian MLP ETF

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

6% more capital invested

Capital invested by funds: $3.92B → $4.17B (+$251M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0% more funds holding

Funds holding: 645646 (+1)

0.64% less ownership

Funds ownership: 9.68%9.04% (-0.64%)

54% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $35.7M

Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
13.98%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Anchor Investment Management
South Carolina
$940K +$130K +2,651 +16%
CC
252
Courier Capital
New York
$938K -$33.7K -687 -4%
PA
253
Pinnacle Associates
New York
$935K +$44.6K +910 +5%
VCM
254
Vivaldi Capital Management
Illinois
$934K +$913K +18,632 New
WP
255
WMS Partners
Maryland
$933K -$29.6K -604 -3%
JG
256
Jefferies Group
New York
$933K +$39.9K +814 +5%
AAA
257
Adams Asset Advisors
Texas
$920K
LFASL
258
Lugano Financial Advisors SA (LFA)
Switzerland
$908K +$330K +6,730 +59%
DBIA
259
Dumont & Blake Investment Advisors
New Jersey
$906K -$8.92K -182 -1%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$904K -$55.1K -1,124 -6%
APP
261
Avantax Planning Partners
Iowa
$897K +$383K +7,803 +77%
CAN
262
Claraphi Advisory Network
United States
$896K -$231K -4,718 -21%
MAFM
263
Mid Atlantic Financial Management
Pennsylvania
$896K +$25.2K +514 +3%
KFGK
264
Keystone Financial Group (Kentucky)
Kentucky
$895K -$57K -1,162 -6%
GA
265
Greytown Advisors
Florida
$895K -$24.9K -508 -3%
WIA
266
Wealthstreet Investment Advisors
Texas
$892K -$14.7K -300 -2%
FT
267
Fiduciary Trust
Massachusetts
$884K +$68.5K +1,397 +9%
GAM
268
Gould Asset Management
California
$881K +$6.62K +135 +0.8%
SRCM
269
Swift Run Capital Management
Virginia
$860K -$158K -3,226 -16%
Northern Trust
270
Northern Trust
Illinois
$859K +$289K +5,902 +53%
WS
271
Wedbush Securities
California
$842K +$35.2K +718 +4%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$823K +$105K +2,144 +15%
BRWM
273
B. Riley Wealth Management
Tennessee
$816K +$495K +10,100 +164%
VCM
274
Virtue Capital Management
Tennessee
$814K +$796K +16,231 New
TPWA
275
TRUE Private Wealth Advisors
Oregon
$810K +$10.1K +207 +1%

AMLP Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2019, worth a combined $4.17B — up 6.4% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 60 closed out — a net gain of 10 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $24.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $112M.

  • 646 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2019, up from 645 in Q4 2018.
  • Funds reported $4.17B of Alerian MLP ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2019 and 60 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $24.7M added.
  • The largest Alerian MLP ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2019.