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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
AWA
301
Arete Wealth Advisors
Illinois
$315K +$52.3K +1,524 +16%
MCWS
302
McKinley Carter Wealth Services
West Virginia
$314K -$6.18K -180 -2%
WA
303
WealthTrust Axiom
Pennsylvania
$307K
SB
304
Simmons Bank
Arkansas
$299K -$9.61K -280 -3%
CFB
305
Cullen/Frost Bankers
Texas
$295K -$1.95M -56,788 -88%
DAS
306
Dynamic Advisor Solutions
Arizona
$295K -$9.06K -264 -3%
BAM
307
Belpointe Asset Management
Nevada
$291K
LNC
308
Lincoln National Corp
Pennsylvania
$290K -$82.7K -2,411 -23%
UR
309
USCA RIA
Texas
$288K
WCM
310
WealthBridge Capital Management
Ohio
$287K +$5.35K +156 +2%
CAL
311
Capital Advisors Ltd
Ohio
$277K +$789 +23 +0.3%
AC
312
Aristides Capital
Kentucky
$275K -$374K -10,903 -59%
APW
313
Aurora Private Wealth
New Jersey
$273K -$120K -3,491 -32%
GAM
314
Griffin Asset Management
New York
$270K -$5.73K -167 -2%
CGH
315
CMG Global Holdings
Texas
$269K
GHAM
316
Gilman Hill Asset Management
Connecticut
$267K -$30.9K -900 -11%
MAG
317
Mayfair Advisory Group
Alabama
$267K
CFS
318
Capital Financial Services
New York
$266K +$250K +7,300 New
FEG
319
Financial Enhancement Group
Indiana
$266K +$251K +7,312 New
ST
320
Sabal Trust
Florida
$263K -$10.3K -300 -4%
IAA
321
Independent Advisor Alliance
North Carolina
$261K +$246K +7,164 New
SB
322
Sunflower Bank
Texas
$259K -$1.06M -30,922 -81%
PA
323
Parallel Advisors
California
$256K -$824 -24 -0.3%
BCA
324
Biltmore Capital Advisors
New Jersey
$255K +$240K +7,000 New
WCM
325
Weik Capital Management
Pennsylvania
$253K -$63.8K -1,860 -21%

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.