We are live on ! Find out more
AMLP icon

Alerian MLP ETF

357 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 43.07%44.16% (+1.1%)

14% less funds holding

Funds holding: 413357 (-56)

20% less capital invested

Capital invested by funds: $1.65B → $1.32B (-$323M)

25% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 140

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

53% less call options, than puts

Call options by funds: $36.2M | Put options by funds: $77.2M

56% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 94

Holders
357
Holders Change
-56
Holders Change %
-13.56%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
105
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
401
Integrated Advisors Network
Texas
-$248K -10,032 Closed
OIA
402
OneDigital Investment Advisors
Kansas
-$243K -10,014 Closed
WA
403
WealthTrust Axiom
Pennsylvania
-$246K -9,999 Closed
OFW
404
Omnia Family Wealth
Florida
-$239K -9,692 Closed
OAM
405
Oppenheimer Asset Management
New York
-$235K -9,530 Closed
NB
406
Northwest Bancshares
Pennsylvania
-$234K -9,482 Closed
WS
407
Wedbush Securities
California
-$232K -9,416 Closed
XS
408
XR Securities
Illinois
-$231K -9,378 Closed
APW
409
Aurora Private Wealth
New Jersey
-$230K -9,314 Closed
SBWM
410
Sunflower Bank Wealth Management
Arizona
-$225K -9,131 Closed
BF
411
BOK Financial
Oklahoma
-$225K -9,097 Closed
NAM
412
NTV Asset Management
West Virginia
-$224K -9,060 Closed
FAM
413
Formidable Asset Management
Ohio
-$219K -9,052 Closed
LNC
414
Lincoln National Corp
Pennsylvania
-$218K -8,871 Closed
GLA
415
Good Life Advisors
Pennsylvania
-$211K -8,649 Closed
SMC
416
Smith, Moore & Co
Missouri
-$208K -8,419 Closed
PA
417
PSI Advisors
Florida
-$203K -8,247 Closed
VWA
418
V Wealth Advisors
Kansas
-$202K -8,185 Closed
BA
419
Ballast Advisors
Minnesota
-$202K -8,179 Closed
SAM
420
SignalPoint Asset Management
Missouri
-$202K -8,178 Closed
PT
421
Plimoth Trust
Massachusetts
-$202K -8,170 Closed
CCM
422
Coldstream Capital Management
Washington
-$201K -8,134 Closed
SCA
423
Stonebridge Capital Advisors
Minnesota
-$154K -6,231 Closed
ClearBridge Investments
424
ClearBridge Investments
New York
-$152K -6,160 Closed
BC
425
Brookfield Corp
Ontario, Canada
-$150K -6,083 Closed

AMLP Hedge Fund Activity: Q3 2020 in Review

357 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2020, worth a combined $1.32B — down 20% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMLP and 41 opened new positions — a net loss of 53 holders — while 140 trimmed existing stakes and 105 added.

The largest buyer was Goldman Sachs, adding an estimated $39.2M. The largest seller was Sageworth Trust, cutting an estimated $17.3M.

  • 357 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2020, down from 413 in Q2 2020.
  • Funds reported $1.32B of Alerian MLP ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 41 funds opened new Alerian MLP ETF positions in Q3 2020 and 94 closed out, a net change of -53 holders.
  • The largest Alerian MLP ETF buyer in Q3 2020 was Goldman Sachs, an estimated $39.2M added.
  • The largest Alerian MLP ETF seller in Q3 2020 was Sageworth Trust, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2020.