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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
RRWA
276
Rainey & Randall Wealth Advisors
Florida
$406K +$1.99K +58 +0.5%
ZIM
277
Zacks Investment Management
Illinois
$398K
BB
278
Bell Bank
North Dakota
$389K
AWM
279
AE Wealth Management
Kansas
$387K +$365K +10,629 New
SCA
280
Stonebridge Capital Advisors
Minnesota
$385K +$196K +5,722 +98%
MRC
281
Millburn Ridgefield Corp
New York
$384K +$203K +5,907 +128%
FI
282
FormulaFolio Investments
Michigan
$383K +$361K +10,529 New
LWM
283
Laidlaw Wealth Management
New York
$379K -$4.77K -139 -1%
FWM
284
Frontier Wealth Management
Missouri
$373K +$29.4K +858 +9%
HCMT
285
Highland Capital Management (Tennessee)
Tennessee
$370K -$618 -18 -0.2%
ICG
286
InterOcean Capital Group
Tennessee
$366K -$21.9K -639 -6%
SAM
287
Securian Asset Management
Minnesota
$364K
WS
288
Wedbush Securities
California
$358K -$4.97K -145 -1%
KFGK
289
Keystone Financial Group (Kentucky)
Kentucky
$357K +$27.8K +811 +9%
ST
290
Smithfield Trust
Pennsylvania
$348K
CA
291
Calton & Associates
Florida
$342K +$82.7K +2,409 +35%
YIH
292
Y-Intercept (HK)
Hong Kong
$341K +$322K +9,371 New
SWA
293
SFMG Wealth Advisors
Texas
$340K
KA
294
Kovack Advisors
Florida
$338K +$2.71K +79 +0.9%
GSBTD
295
Glenview State Bank Trust Department
Illinois
$331K
OAM
296
Oppenheimer Asset Management
New York
$330K +$4.97K +145 +2%
PA
297
PSI Advisors
Florida
$329K +$79.3K +2,310 +34%
BRWA
298
B. Riley Wealth Advisors
Florida
$320K -$32.6K -951 -10%
FSA
299
Financial Services Advisory
Maryland
$316K +$298K +8,677 New
CC
300
Courier Capital
New York
$315K +$34 +1 +0%

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.