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
HVIA
426
Hudson Valley Investment Advisors
New York
$188K
CA
427
Calton & Associates
Florida
$187K +$662 +14 +0.3%
CC
428
Chicago Capital
Illinois
$186K
HCIA
429
Hochman Cole Investment Advisors
Illinois
$185K +$191K +4,046 New
IWP
430
Icon Wealth Partners
Texas
$184K -$19.1K -404 -9%
CIAS
431
Capital Investment Advisory Services
North Carolina
$184K -$2.37K -50 -1%
RWMH
432
Riverpoint Wealth Management Holdings
Illinois
$184K +$3.07K +65 +2%
AC
433
Almitas Capital
California
$182K
TI
434
Tidal Investments
Wisconsin
$182K
ACG
435
Allen Capital Group
Nebraska
$182K +$196K +4,135 New
PV
436
Private Vista
Illinois
$180K -$20.4K -431 -10%
SAS
437
Sage Advisory Services
Texas
$179K -$421K -8,901 -69%
AC
438
Addison Capital
Pennsylvania
$175K -$7.61K -161 -4%
SBIA
439
Sheaff Brock Investment Advisors
Indiana
$174K
Prudential Financial
440
Prudential Financial
New Jersey
$172K -$54.9K -1,160 -24%
AIA
441
Avalon Investment & Advisory
Texas
$169K
BCM
442
Bluefin Capital Management
New York
$165K -$119K -2,520 -41%
BBA
443
BLB&B Advisors
Pennsylvania
$165K +$171K +3,612 New
KWM
444
Kingsview Wealth Management
Oregon
$164K -$175K -3,692 -51%
PGA
445
Premia Global Advisors
Florida
$163K +$168K +3,560 New
FMWA
446
Forvis Mazars Wealth Advisors
Missouri
$160K +$45.4K +960 +38%
DI
447
DFPG Investments
Utah
$159K +$9.84K +208 +6%
SPL
448
Smart Portfolios LLC
Washington
$158K +$7.38K +156 +4%
Marshall Wace
449
Marshall Wace
United Kingdom
$158K +$164K +3,460 New
WCM
450
WealthBridge Capital Management
Ohio
$157K -$29.7K -629 -15%

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.