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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
FPW
401
Flagship Private Wealth
Massachusetts
$18.7K +$409 +14 +2%
CFD
402
Creative Financial Designs
Indiana
$17K -$7.1K -243 -30%
PWA
403
Phoenix Wealth Advisors
North Carolina
$16K +$14.6K +500 New
CWC
404
Carolinas Wealth Consulting
North Carolina
$15K +$350 +12 +2%
CCMW
405
Cypress Capital Management (Wyoming)
Wyoming
$15K +$14.6K +500 New
VBCG
406
Valley Brook Capital Group
Pennsylvania
$15K +$15.2K +520 New
LWP
407
Lumature Wealth Partners
Georgia
$14K +$13.8K +471 New
AIC
408
Ameritas Investment Company
Nebraska
$13.4K +$12.8K +440 New
POIA
409
Pin Oak Investment Advisors
Texas
$13K
AW
410
Avion Wealth
Texas
$12K
TFS
411
TrustCore Financial Services
Tennessee
$12K
MWM
412
Mascoma Wealth Management
New Hampshire
$10K +$9.37K +321 New
BFEC
413
Benjamin F. Edwards & Company
Missouri
$9K -$1.17K -40 -13%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$8.27K
BC
415
Bartlett & Co
Ohio
$8K
FHA
416
First Horizon Advisors
Tennessee
$8K
OC
417
Oakworth Capital
Alabama
$8K
MIM
418
Macroview Investment Management
Maryland
$8K +$175 +6 +2%
CMBA
419
C.M. Bidwell & Associates
Hawaii
$6K -$7.42K -254 -57%
BFC
420
Bedel Financial Consulting
Indiana
$6K
ETI
421
Enterprise Trust & Investment
California
$6K
MWP
422
Meridian Wealth Partners
Pennsylvania
$6K +$5.84K +200 New
SIS
423
Sound Income Strategies
Florida
$5.49K
ASBI
424
American State Bank (Iowa)
Iowa
$5.18K +$4.96K +170 New
JPLA
425
Joseph P. Lucia & Associates
New York
$5K -$5.26K -180 -51%

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.