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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
KCPG
351
Kavar Capital Partners Group
Kansas
$440K -$19.8K -403 -4%
OCM
352
Orleans Capital Management
Louisiana
$433K -$136K -2,770 -24%
FA
353
FDx Advisors
Illinois
$428K -$7.06K -144 -2%
PFPT
354
Pinnacle Financial Partners (Tennessee)
Tennessee
$426K +$75.8K +1,547 +22%
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$418K -$94.1K -1,920 -19%
LCS
356
Levin Capital Strategies
New York
$415K
HF
357
HRT Financial
New York
$409K -$555K -11,317 -58%
CFA
358
Cahill Financial Advisors
Minnesota
$405K +$66K +1,347 +20%
KJHP
359
K.J. Harrison & Partners
Ontario, Canada
$404K +$98.1K +2,000 +33%
FIA
360
FNY Investment Advisers
New York
$404K +$395K +8,056 New
GIM
361
Grassi Investment Management
California
$404K +$395K +8,056 New
VA
362
Valmark Advisers
Ohio
$402K -$12.7K -260 -3%
IFAM
363
Institutional & Family Asset Management
Colorado
$402K +$175K +3,563 +80%
CFGS
364
Concourse Financial Group Securities
Alabama
$397K +$10K +204 +3%
IA
365
IFG Advisory
Georgia
$395K -$58.4K -1,191 -13%
Wolverine Trading
366
Wolverine Trading
Illinois
$394K -$173K -3,533 -31%
JLBC
367
J.L. Bainbridge & Co
Florida
$392K -$22.6K -462 -5%
CCM
368
Coldstream Capital Management
Washington
$389K -$59.9K -1,221 -14%
RA
369
Rational Advisors
New York
$386K -$297K -6,068 -44%
FWIA
370
Fort Washington Investment Advisors
Ohio
$385K -$2.78M -56,654 -88%
RC
371
Rinet Company
Massachusetts
$377K -$138K -2,817 -27%
HFA
372
Huber Financial Advisors
Illinois
$376K -$534K -10,901 -59%
MRC
373
Millburn Ridgefield Corp
New York
$376K +$63.7K +1,299 +21%
Brown Advisory
374
Brown Advisory
Maryland
$374K -$456K -9,299 -55%
RIL
375
Rothschild Investment LLC
Illinois
$367K +$981 +20 +0.3%

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.