We are live on ! Find out more
AMLP icon

Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 9.09%9.36% (+0.27%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

2% less capital invested

Capital invested by funds: $3.92B → $3.83B (-$88M)

3% less funds holding

Funds holding: 629613 (-16)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

47% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $47.3M

Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.44%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
401
Hardy Reed
Mississippi
$229K
SFS
402
Sowell Financial Services
Arkansas
$225K +$233K +4,927 New
ECM
403
Elgethun Capital Management
South Dakota
$218K +$59.5K +1,259 +36%
CW
404
CreativeOne Wealth
Kansas
$218K +$226K +4,776 New
SA
405
Sicart Associates
New York
$216K +$223K +4,720 New
SSG
406
Summit Securities Group
New York
$215K -$64.3K -1,360 -22%
MSAM
407
Moloney Securities Asset Management
Missouri
$214K +$30.2K +638 +16%
SAM
408
Silvercrest Asset Management
New York
$213K
RA
409
RFG Advisory
Alabama
$212K -$86.7K -1,834 -28%
CDH
410
Charles D. Hyman
$210K
FAM
411
Formidable Asset Management
Ohio
$207K -$209K -4,410 -49%
VCWA
412
Vanguard Capital Wealth Advisors
Colorado
$207K
TFS
413
TrustCore Financial Services
Tennessee
$206K -$1.23K -26 -0.6%
SB
414
Suntrust Banks
Georgia
$205K -$50.4K -1,066 -19%
GLA
415
Good Life Advisors
Pennsylvania
$205K +$12.6K +267 +6%
MCP
416
Mirador Capital Partners
California
$204K +$13.2K +280 +7%
OFW
417
Omnia Family Wealth
Florida
$201K -$132K -2,800 -39%
BWM
418
BigSur Wealth Management
Florida
$201K
MIH
419
Madison Investment Holdings
Wisconsin
$198K +$205K +4,340 New
FHA
420
First Horizon Advisors
Tennessee
$197K -$83.7K -1,770 -29%
FWIA
421
Fort Washington Investment Advisors
Ohio
$196K -$83.2K -1,760 -29%
NP
422
NorthRock Partners
Minnesota
$193K +$1.89K +40 +1%
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$191K -$196K -4,143 -50%
WC
424
Westwind Capital
New Mexico
$191K -$4.07K -86 -2%
AFP
425
Ausdal Financial Partners
Iowa
$189K -$19.6K -414 -9%

AMLP Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2019, worth a combined $3.83B — down 2.2% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AMLP and 55 opened new positions — a net loss of 11 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Creative Planning, adding an estimated $112M. The largest seller was Goldman Sachs, cutting an estimated $125M.

  • 613 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2019, down from 629 in Q2 2019.
  • Funds reported $3.83B of Alerian MLP ETF stock for Q3 2019, down 2.2% quarter-over-quarter.
  • 55 funds opened new Alerian MLP ETF positions in Q3 2019 and 66 closed out, a net change of -11 holders.
  • The largest Alerian MLP ETF buyer in Q3 2019 was Creative Planning, an estimated $112M added.
  • The largest Alerian MLP ETF seller in Q3 2019 was Goldman Sachs, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.