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Alerian MLP ETF

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

6% more capital invested

Capital invested by funds: $3.92B → $4.17B (+$251M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0% more funds holding

Funds holding: 645646 (+1)

0.64% less ownership

Funds ownership: 9.68%9.04% (-0.64%)

54% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $35.7M

Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
13.98%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
326
GYL Financial Synergies
Connecticut
$523K +$9.8K +200 +2%
BAM
327
Belpointe Asset Management
Nevada
$523K +$65.3K +1,332 +15%
SFSIG
328
San Francisco Sentry Investment Group
California
$522K
RCYC
329
Richard C. Young & Co
Rhode Island
$521K +$9.71K +198 +2%
AFS
330
Access Financial Services
Minnesota
$512K +$6.13K +125 +1%
JF
331
JSF Financial
California
$509K +$25.4K +518 +5%
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$504K +$136K +2,784 +38%
HCM
333
Hollencrest Capital Management
California
$502K
SAM
334
Securian Asset Management
Minnesota
$502K
PCM
335
Prelude Capital Management
New York
$502K +$245K +5,000 +100%
SWM
336
SeaCrest Wealth Management
New York
$496K +$2.94K +60 +0.6%
VWA
337
V Wealth Advisors
Kansas
$494K +$16.7K +340 +4%
RFC
338
Regions Financial Corp
Alabama
$492K -$101K -2,069 -17%
SSG
339
Summit Securities Group
New York
$485K -$1.07M -21,780 -69%
KM
340
Kalos Management
Georgia
$485K -$138K -2,813 -23%
PMG
341
ProVise Management Group
Florida
$484K -$6.03K -123 -1%
CCWA
342
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$473K +$17.9K +365 +4%
FFG
343
Ford Financial Group
California
$471K +$16.9K +344 +4%
LI
344
LVZ Inc
Michigan
$468K +$159K +3,249 +53%
AAS
345
Avantax Advisory Services
Texas
$462K +$784 +16 +0.2%
ACP
346
Ashfield Capital Partners
California
$460K +$28.2K +576 +7%
NFG
347
NewFocus Financial Group
Washington
$455K
VAS
348
Vestmark Advisory Solutions
Massachusetts
$449K +$439K +8,956 New
ACM
349
Ategra Capital Management
Virginia
$447K +$437K +8,911 New
BI
350
Bramshill Investments
Florida
$446K +$30.4K +620 +7%

AMLP Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2019, worth a combined $4.17B — up 6.4% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 60 closed out — a net gain of 10 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $24.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $112M.

  • 646 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2019, up from 645 in Q4 2018.
  • Funds reported $4.17B of Alerian MLP ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2019 and 60 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $24.7M added.
  • The largest Alerian MLP ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2019.