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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
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$16K
IFAM
302
Institutional & Family Asset Management
Colorado
$16K +$555 +24 +3%
BFG
303
Baron Financial Group
New Jersey
$15.4K +$17.8K +769 New
SIM
304
Sonora Investment Management
Arizona
$15K
BWM
305
Baystate Wealth Management
Massachusetts
$14K -$21K -909 -57%
WCG
306
Weaver Consulting Group
California
$14K -$4.63K -200 -22%
AA
307
Ancora Advisors
Ohio
$14K
IAS
308
IMA Advisory Services
Colorado
$12K
CTC
309
Central Trust Company
Missouri
$11K -$2.54K -110 -16%
MF
310
Manchester Financial
California
$11K
CWC
311
Carolinas Wealth Consulting
North Carolina
$10K +$324 +14 +3%
TRCT
312
Tower Research Capital (TRC)
New York
$10K +$2.89K +125 +33%
CMBA
313
C.M. Bidwell & Associates
Hawaii
$9K
AW
314
Avion Wealth
Texas
$8K
LF
315
Lee Financial
Texas
$8K
POIA
316
Pin Oak Investment Advisors
Texas
$8K
TFS
317
TrustCore Financial Services
Tennessee
$8K
WLPWM
318
Walled Lake Planning & Wealth Management
Illinois
$8K +$278 +12 +3%
BAMG
319
Brand Asset Management Group
Missouri
$8K +$9.26K +400 New
BCA
320
Berman Capital Advisors
Georgia
$7K -$255 -11 -3%
AIP
321
Ameritas Investment Partners
Nebraska
$7K
LFG
322
LifePlan Financial Group
Ohio
$7K
BFEC
323
Benjamin F. Edwards & Company
Missouri
$6K -$5.32K -230 -42%
FHA
324
First Horizon Advisors
Tennessee
$6K +$1.43K +62 +26%
BCWM
325
Bartlett & Co Wealth Management
Ohio
$5.42K

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.