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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
BC
326
Bartlett & Co
Ohio
$5K
OC
327
Oakworth Capital
Alabama
$5K
MIM
328
Macroview Investment Management
Maryland
$5K +$162 +7 +3%
IBOK
329
Independence Bank of Kentucky
Kentucky
$5K +$6.02K +260 New
BFC
330
Bedel Financial Consulting
Indiana
$4K
CAL
331
Capital Analysts LLC
Pennsylvania
$4K
ETI
332
Enterprise Trust & Investment
California
$4K
SIS
333
Sound Income Strategies
Florida
$4K
WB
334
West Bancorporation
Iowa
$4K
SWM
335
Sugarloaf Wealth Management
Georgia
$4K +$116 +5 +3%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$3K
LWA
337
Lowe Wealth Advisors
Maryland
$3K
QCG
338
Quadrant Capital Group
Ohio
$3K
RIM
339
Rockbridge Investment Management
New York
$3K
MA
340
MCF Advisors
Kentucky
$3K +$1.39K +60 +80%
Millennium Management
341
Millennium Management
New York
$2.07K +$2.4M +103,709 New
AWM
342
Avior Wealth Management
Nebraska
$2K -$5.18K -224 -62%
CLOS
343
Compagnie Lombard Odier SCmA
Switzerland
$2K
DMK
344
David M. Knott
$2K
EWM
345
Elmwood Wealth Management
California
$2K
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$2K
EIP
347
Ellis Investment Partners
Pennsylvania
$2K +$23 +1 +0.7%
GWS
348
Glassman Wealth Services
Virginia
$2K +$69 +3 +3%
GI
349
Gradient Investments
Minnesota
$1K -$16.4K -709 -96%
APWA
350
Atlas Private Wealth Advisors
New Jersey
$1K

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.