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Alerian MLP ETF

457 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $261M | Put options by funds: $93.3M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

18% more capital invested

Capital invested by funds: $1.91B → $2.26B (+$348M)

7% more funds holding

Funds holding: 429457 (+28)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.22% less ownership

Funds ownership: 45.86%45.64% (-0.22%)

Holders
457
Holders Change
+28
Holders Change %
+6.53%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
82
Increased
157
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
Jeppson Wealth Management
California
$381K -$1.46K -50 -0.4%
BCI
252
Brinker Capital Investments
Pennsylvania
$374K -$11.7K -401 -3%
BEI
253
Benjamin Edwards Inc
Missouri
$370K -$14.4K -492 -4%
SDAM
254
Shulman DeMeo Asset Management
New York
$364K -$11.4K -389 -3%
PA
255
Pinnacle Associates
New York
$363K +$1.02K +35 +0.3%
GL
256
Graypoint LLC
New York
$357K +$342K +11,712 New
CCM
257
Crabel Capital Management
California
$356K +$341K +11,664 New
MAFM
258
Mid Atlantic Financial Management
Pennsylvania
$354K +$23.9K +819 +8%
CCM
259
Condor Capital Management
New Jersey
$351K +$89.6K +3,067 +36%
SWM
260
SeaCrest Wealth Management
New York
$350K +$5.61K +192 +2%
GWM
261
Greenwich Wealth Management
Connecticut
$349K +$38K +1,300 +13%
Comerica Bank
262
Comerica Bank
Texas
$349K +$317K +10,860 New
SMC
263
Smith, Moore & Co
Missouri
$345K +$18.1K +619 +6%
JGC
264
J. Goldman & Co
New York
$344K +$329K +11,278 New
AWM
265
Aries Wealth Management
Maine
$340K
NNP
266
Nachman Norwood & Parrott
South Carolina
$339K -$11.7K -399 -3%
RRWA
267
Rainey & Randall Wealth Advisors
Florida
$339K +$2.07K +71 +0.6%
APW
268
Aurora Private Wealth
New Jersey
$335K +$33.8K +1,157 +12%
ZIM
269
Zacks Investment Management
Illinois
$334K
BB
270
Bell Bank
North Dakota
$326K -$56.4K -1,930 -15%
ICG
271
InterOcean Capital Group
Tennessee
$326K -$1.31K -45 -0.4%
LWM
272
Laidlaw Wealth Management
New York
$322K +$234 +8 +0.1%
LNC
273
Lincoln National Corp
Pennsylvania
$316K -$60.4K -2,069 -17%
MHS
274
M Holdings Securities
Oregon
$313K
HCMT
275
Highland Capital Management (Tennessee)
Tennessee
$310K -$2.92K -100 -1%

AMLP Hedge Fund Activity: Q1 2021 in Review

457 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2021, worth a combined $2.26B — up 18% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 51 closed out — a net gain of 31 holders — while 157 added to existing stakes and 146 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $23.3M. The largest seller was Goldman Sachs, cutting an estimated $53.2M.

  • 457 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2021, up from 429 in Q4 2020.
  • Funds reported $2.26B of Alerian MLP ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2021 and 51 closed out, a net change of +31 holders.
  • The largest Alerian MLP ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $23.3M added.
  • The largest Alerian MLP ETF seller in Q1 2021 was Goldman Sachs, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.