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Alerian MLP ETF

477 hedge funds and large institutions have $2.6B invested in Alerian MLP ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $267M | Put options by funds: $102M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $2.26B → $2.6B (+$343M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 457477 (+20)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

1.98% less ownership

Funds ownership: 45.64%43.66% (-2%)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
8.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
72
Increased
160
Reduced
152
Closed
51
Calls
$267M
Puts
$102M
Net Calls
+$165M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
Visionary Wealth Advisors
Illinois
$216K +$204K +5,941 New
AOWM
352
Alpha Omega Wealth Management
Virginia
$209K +$197K +5,738 New
OWA
353
Opal Wealth Advisors
New York
$208K +$196K +5,724 New
NFG
354
Nations Financial Group
Iowa
$207K +$195K +5,688 New
PCMC
355
Private Capital Management (Colorado)
Colorado
$204K +$192K +5,600 New
KFP
356
KMG Fiduciary Partners
Ohio
$203K +$191K +5,564 New
KCPG
357
Kavar Capital Partners Group
Kansas
$203K +$191K +5,567 New
SBL
358
Sargent Bickham Lagudis
Colorado
$202K +$8.82K +257 +5%
BO
359
BRR OpCo
Ohio
$201K +$189K +5,510 New
AP
360
Arlington Partners
Alabama
$195K
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$193K +$159K +4,629 +696%
GC
362
Grace Capital
Massachusetts
$182K
EVM
363
Eaton Vance Management
Massachusetts
$180K
AF
364
Advisornet Financial
Minnesota
$169K -$23.3K -679 -13%
CIAS
365
Capital Investment Advisory Services
North Carolina
$164K +$154K +4,495 New
BWA
366
BDO Wealth Advisors
Florida
$162K
NFSG
367
Newbridge Financial Services Group
Florida
$155K +$17.2K +500 +13%
MA
368
Montag & Associates
Georgia
$152K
MHR
369
Matthew Hamilton Rosenberg
$152K +$137 +4 +0.1%
PG
370
Proffitt & Goodson
Tennessee
$141K
SWM
371
Spire Wealth Management
Virginia
$133K +$52.8K +1,540 +73%
BWL
372
Bogart Wealth LLC
Virginia
$126K -$2.57K -75 -2%
SSB
373
Sandy Spring Bank
Maryland
$122K
HWA
374
HHM Wealth Advisors
Tennessee
$121K
S
375
SignatureFD
Georgia
$120K -$25.7K -750 -19%

AMLP Hedge Fund Activity: Q2 2021 in Review

477 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2021, worth a combined $2.6B — up 15% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMLP positions and 51 closed out — a net gain of 21 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 477 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2021, up from 457 in Q1 2021.
  • Funds reported $2.6B of Alerian MLP ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 72 funds opened new Alerian MLP ETF positions in Q2 2021 and 51 closed out, a net change of +21 holders.
  • The largest Alerian MLP ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $63.3M added.
  • The largest Alerian MLP ETF seller in Q2 2021 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2021.