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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
SSB
351
Sandy Spring Bank
Maryland
$102K -$6.54K -224 -6%
COCM
352
Charter Oak Capital Management
New Hampshire
$101K
HWA
353
HHM Wealth Advisors
Tennessee
$101K +$3.65K +125 +4%
RG
354
Retirement Group
California
$92K -$11.6K -398 -12%
DI
355
Disciplined Investments
Oklahoma
$84K -$11.7K -401 -13%
CI
356
Cordant Inc
Oregon
$76K +$72.7K +2,490 New
WTC
357
WhitTier Trust Company
Nevada
$71K
NFG
358
Next Financial Group
Texas
$70K -$1.96K -67 -3%
SWM
359
Spire Wealth Management
Virginia
$64K +$61.6K +2,110 New
CC
360
Cassaday & Co
Virginia
$63K -$2.95K -101 -5%
CHA
361
Carmichael Hill & Associates
Maryland
$60K +$438 +15 +0.8%
RCA
362
Ranch Capital Advisors
Florida
$54K
Fidelity Investments
363
Fidelity Investments
Massachusetts
$49K -$13.9K -476 -23%
MRCM
364
M&R Capital Management
New Jersey
$47K
BWM
365
Baystate Wealth Management
Massachusetts
$47K +$44.8K +1,535 New
TNB
366
Thomasville National Bank
Georgia
$47K +$396K +13,573 New
HCP
367
Hexagon Capital Partners
Arkansas
$45K +$642 +22 +1%
JCM
368
Jacobi Capital Management
Pennsylvania
$43K -$3.74K -128 -8%
CC
369
Centiva Capital
New York
$42K +$1.57M +53,600 New
US Bancorp
370
US Bancorp
Minnesota
$41K +$847 +29 +2%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$41K +$39.6K +1,357 New
HIM
372
Hillsdale Investment Management
Ontario, Canada
$40K -$78.3K -2,680 -67%
KPCM
373
Kings Point Capital Management
New York
$40K
AWM
374
Atticus Wealth Management
Florida
$40K +$23.4K +800 +160%
EP
375
Eudaimonia Partners
Tennessee
$38K

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.