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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
AWA
276
Arkadios Wealth Advisors
Georgia
$39.4K -$16K -690 -28%
FFA
277
Founders Financial Alliance
North Carolina
$36K +$41.3K +1,786 New
CFGS
278
Concourse Financial Group Securities
Alabama
$35K -$42.3K -1,828 -51%
RCA
279
Ranch Capital Advisors
Florida
$35K -$3.7K -160 -8%
GI
280
GS Investments
Minnesota
$34K +$38.9K +1,680 New
CHA
281
Carmichael Hill & Associates
Maryland
$33K -$7.75K -335 -17%
FHA
282
Flagship Harbor Advisors
Massachusetts
$32K
WB
283
Webster Bank
Connecticut
$32K +$37.1K +1,602 New
MRCM
284
M&R Capital Management
New Jersey
$31K
HCP
285
Hexagon Capital Partners
Arkansas
$30K +$33.6K +1,454 New
JCM
286
Jacobi Capital Management
Pennsylvania
$28K -$13.8K -598 -30%
AWM
287
Atticus Wealth Management
Florida
$26K -$29.4K -1,270 -49%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$26K +$21.7K +938 +269%
EP
289
Eudaimonia Partners
Tennessee
$25K
GT
290
Glenmede Trust
Pennsylvania
$24K
ME
291
McIlrath & Eck
Washington
$23K -$1.87K -81 -7%
DOA
292
D'Orazio & Associates
Virginia
$23K
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$23K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$23K +$13.2K +571 +94%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$23K +$27K +1,168 New
CFA
296
Carroll Financial Associates
North Carolina
$21K -$8.91K -385 -26%
Bessemer Group
297
Bessemer Group
New Jersey
$20K
CFD
298
Creative Financial Designs
Indiana
$20K +$5.74K +248 +32%
GEA
299
Glen Eagle Advisors
New Jersey
$18K -$1.39K -60 -6%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$17K +$6.34K +274 +48%

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.