We are live on ! Find out more
AMLP icon

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
DP
401
Dearborn Partners
Illinois
$317K -$25.5K -521 -8%
GEA
402
Glen Eagle Advisors
New Jersey
$316K +$14.7K +300 +5%
AWM
403
Aries Wealth Management
Maine
$316K -$12.3K -250 -4%
ESB
404
Essex Savings Bank
Connecticut
$314K +$7.7K +157 +3%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$311K +$11.1K +226 +4%
TRCT
406
Tower Research Capital (TRC)
New York
$305K +$298K +6,072 New
DAS
407
Dynamic Advisor Solutions
Arizona
$304K -$9.56K -195 -3%
AP
408
Atwood & Palmer
Missouri
$298K
SAM
409
Seelaus Asset Management
New Jersey
$298K
BWM
410
Buckley Wealth Management
Nevada
$297K -$1.96K -40 -0.7%
FMC
411
First Merchants Corp
Indiana
$296K
RA
412
RFG Advisory
Alabama
$296K +$147K +2,997 +103%
DWT
413
Dorsey & Whitney Trust
South Dakota
$292K +$24.1K +492 +9%
RCA
414
Rowland Carmichael Advisors
Arizona
$289K -$363K -7,413 -56%
OIA
415
Optimum Investment Advisors
Illinois
$287K -$10.6K -216 -4%
WSTAM
416
Wilbanks Smith & Thomas Asset Management
Virginia
$285K
PAM
417
Peak Asset Management
Colorado
$281K +$167K +3,400 +155%
HR
418
Hardy Reed
Mississippi
$278K
LCP
419
Legacy Capital Partners
Wisconsin
$278K +$49K +1,000 +22%
DCM
420
Dimension Capital Management
Florida
$274K
ZIM
421
Zacks Investment Management
Illinois
$269K -$462K -9,429 -64%
WIA
422
World Investment Advisors
California
$266K +$2.94K +60 +1%
KeyBank National Association
423
KeyBank National Association
Ohio
$265K -$30.6K -625 -11%
WMA
424
Wealth Management Associates
New Jersey
$264K +$1.62K +33 +0.6%
Simplex Trading
425
Simplex Trading
Illinois
$259K +$254K +5,182 New

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.