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Alerian MLP ETF

457 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $261M | Put options by funds: $93.3M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

18% more capital invested

Capital invested by funds: $1.91B → $2.26B (+$348M)

7% more funds holding

Funds holding: 429457 (+28)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.22% less ownership

Funds ownership: 45.86%45.64% (-0.22%)

Holders
457
Holders Change
+28
Holders Change %
+6.53%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
82
Increased
157
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
PSI Advisors
Florida
$205K +$196K +6,726 New
Bessemer Group
327
Bessemer Group
New Jersey
$203K +$151K +5,167 +357%
FFG
328
Fortem Financial Group
California
$200K
AP
329
Atwood & Palmer
Missouri
$181K
SCA
330
Stonebridge Capital Advisors
Minnesota
$177K +$170K +5,811 New
AP
331
Arlington Partners
Alabama
$163K
AF
332
Advisornet Financial
Minnesota
$162K +$847 +29 +0.5%
SBL
333
Sargent Bickham Lagudis
Colorado
$162K +$152K +5,212 +5,856%
Credit Agricole
334
Credit Agricole
France
$153K +$146K +5,000 New
GC
335
Grace Capital
Massachusetts
$152K -$83.4K -2,855 -36%
EVM
336
Eaton Vance Management
Massachusetts
$151K +$144K +4,933 New
MRC
337
Millburn Ridgefield Corp
New York
$141K -$175 -6 -0.1%
NSIM
338
North Star Investment Management
Illinois
$136K -$5.29K -181 -4%
BWA
339
BDO Wealth Advisors
Florida
$136K +$129K +4,408 +8,816%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$129K -$9.79M -335,137 -99%
ACM
341
Allred Capital Management
Texas
$129K +$123K +4,225 New
MA
342
Montag & Associates
Georgia
$127K
MHR
343
Matthew Hamilton Rosenberg
$127K +$146 +5 +0.1%
GRP
344
Global Retirement Partners
California
$124K +$7.24K +248 +6%
S
345
SignatureFD
Georgia
$123K -$2.28K -78 -2%
PG
346
Proffitt & Goodson
Tennessee
$118K
CFN
347
Cordasco Financial Network
Florida
$115K -$25.3K -868 -19%
NFSG
348
Newbridge Financial Services Group
Florida
$114K +$36.5K +1,250 +50%
BWL
349
Bogart Wealth LLC
Virginia
$108K
SAS
350
Stelac Advisory Services
New York
$103K -$174K -5,943 -64%

AMLP Hedge Fund Activity: Q1 2021 in Review

457 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2021, worth a combined $2.26B — up 18% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 51 closed out — a net gain of 31 holders — while 157 added to existing stakes and 146 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $23.3M. The largest seller was Goldman Sachs, cutting an estimated $53.2M.

  • 457 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2021, up from 429 in Q4 2020.
  • Funds reported $2.26B of Alerian MLP ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2021 and 51 closed out, a net change of +31 holders.
  • The largest Alerian MLP ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $23.3M added.
  • The largest Alerian MLP ETF seller in Q1 2021 was Goldman Sachs, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.