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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
AA
376
Ancora Advisors
Ohio
$37K
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K +$35K +1,200 New
CFGS
378
Concourse Financial Group Securities
Alabama
$36K -$11.7K -400 -25%
AWA
379
Arkadios Wealth Advisors
Georgia
$33K -$26.6K -910 -45%
CFA
380
Carroll Financial Associates
North Carolina
$33K
SC
381
Solstein Capital
California
$31K -$328K -11,228 -92%
JIR
382
James Investment Research
Ohio
$31K +$175 +6 +0.6%
OIA
383
Optimum Investment Advisors
Illinois
$30K -$19.3K -660 -40%
IFAM
384
Institutional & Family Asset Management
Colorado
$26K +$555 +19 +2%
AWG
385
Altus Wealth Group
Colorado
$25K -$1.17K -40 -5%
MF
386
Manchester Financial
California
$25K
EI
387
Ellevest Inc
New York
$25K +$24.2K +827 New
PMFA
388
Plante Moran Financial Advisors
Michigan
$24K
RWB
389
RMR Wealth Builders
New Jersey
$24K +$23.2K +796 New
ME
390
McIlrath & Eck
Washington
$23K -$11.4K -390 -34%
DTIM
391
Danda Trouve Investment Management
Kansas
$23K +$22.4K +766 New
SIM
392
Sonora Investment Management
Arizona
$22K
CTC
393
Central Trust Company
Missouri
$22K +$4.67K +160 +28%
TWM
394
Tradition Wealth Management
Minnesota
$21K +$467 +16 +2%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$4.96K -170 -21%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$20K -$263 -9 -1%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$20K +$17.1K +585 +731%
CHC
398
City Holding Co
West Virginia
$20K +$18.7K +640 New
BFG
399
Baron Financial Group
New Jersey
$19.6K -$2.63K -90 -12%
GEA
400
Glen Eagle Advisors
New Jersey
$19.6K -$7.62K -261 -29%

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.