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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
WI
426
Wintrust Investments
Illinois
$257K +$78.4K +1,600 +45%
CIAS
427
Capital Investment Advisory Services
North Carolina
$255K +$18.1K +369 +8%
BIA
428
BHK Investment Advisors
Alabama
$249K +$121K +2,478 +100%
SF
429
Summit Financial
New Jersey
$249K +$243K +4,961 New
CFG
430
Cooper Financial Group
California
$246K +$51.2K +1,045 +27%
PA
431
PFG Advisors
Arizona
$243K -$25.2K -514 -10%
MWP
432
MYCIO Wealth Partners
Pennsylvania
$239K +$47.5K +969 +26%
CWM
433
Cornerstone Wealth Management
Missouri
$236K +$60K +1,224 New
SAM
434
Silvercrest Asset Management
New York
$234K -$536K -10,923 -70%
SFS
435
Sowell Financial Services
Arkansas
$233K +$227K +4,637 New
PCMC
436
Private Capital Management (Colorado)
Colorado
$228K
VCWA
437
Vanguard Capital Wealth Advisors
Colorado
$227K +$223K +4,540 New
RBFC
438
Roman Butler Fullerton & Co
Missouri
$225K -$4.12K -84 -2%
AC
439
Avestar Capital
New York
$223K -$722K -14,720 -77%
GBBWRPM
440
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$223K +$21.4K +437 +11%
BCM
441
Baltimore Capital Management
Maryland
$223K +$218K +4,453 New
IWP
442
Icon Wealth Partners
Texas
$221K -$617K -12,581 -74%
BWM
443
BigSur Wealth Management
Florida
$221K
TFS
444
TrustCore Financial Services
Tennessee
$220K +$2.45K +50 +1%
IWC
445
Integrated Wealth Concepts
Massachusetts
$219K -$25.5K -521 -11%
WC
446
Westwind Capital
New Mexico
$213K +$1.03K +21 +0.5%
ATPW
447
Ashton Thomas Private Wealth
Arizona
$210K +$205K +4,190 New
MCP
448
Mirador Capital Partners
California
$210K
NP
449
NorthRock Partners
Minnesota
$210K
GLA
450
Good Life Advisors
Pennsylvania
$209K +$74.6K +1,522 +57%

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.