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Alerian MLP ETF

477 hedge funds and large institutions have $2.6B invested in Alerian MLP ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $267M | Put options by funds: $102M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $2.26B → $2.6B (+$343M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 457477 (+20)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

1.98% less ownership

Funds ownership: 45.64%43.66% (-2%)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
8.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
72
Increased
160
Reduced
152
Closed
51
Calls
$267M
Puts
$102M
Net Calls
+$165M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
426
James Investment Research
Ohio
$18K -$17.3K -503 -50%
PWA
427
Phoenix Wealth Advisors
North Carolina
$18K
LWP
428
Lumature Wealth Partners
Georgia
$17K
AW
429
Avion Wealth
Texas
$15K
POIA
430
Pin Oak Investment Advisors
Texas
$15K
TFS
431
TrustCore Financial Services
Tennessee
$15K
BA
432
Bellwether Advisors
Nebraska
$14K +$13.7K +400 New
WQ
433
Wealth Quarterback
New Jersey
$11K +$10.2K +298 New
BC
434
Bartlett & Co
Ohio
$10K
MIM
435
Macroview Investment Management
Maryland
$10K +$172 +5 +2%
BCWM
436
Bartlett & Co Wealth Management
Ohio
$9.87K
OC
437
Oakworth Capital
Alabama
$9K
TWA
438
TCI Wealth Advisors
Arizona
$8K +$7.21K +210 New
FHC
439
First Horizon Corporation
Tennessee
$8K +$8K +233 New
BFC
440
Bedel Financial Consulting
Indiana
$7K
CMBA
441
C.M. Bidwell & Associates
Hawaii
$7K
SIS
442
Sound Income Strategies
Florida
$7K
SB
443
Strategic Blueprint
Georgia
$7K +$6.83K +199 New
ASBI
444
American State Bank (Iowa)
Iowa
$6.19K
IBOK
445
Independence Bank of Kentucky
Kentucky
$6K
RIM
446
Rockbridge Investment Management
New York
$6K
SWA
447
SOA Wealth Advisors
New York
$6K +$103 +3 +2%
BCM
448
Blume Capital Management
California
$6K +$5.25K +153 New
AssetMark Inc
449
AssetMark Inc
California
$6K +$5.59K +163 New
AIP
450
Ameritas Investment Partners
Nebraska
$5K

AMLP Hedge Fund Activity: Q2 2021 in Review

477 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2021, worth a combined $2.6B — up 15% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMLP positions and 51 closed out — a net gain of 21 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 477 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2021, up from 457 in Q1 2021.
  • Funds reported $2.6B of Alerian MLP ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 72 funds opened new Alerian MLP ETF positions in Q2 2021 and 51 closed out, a net change of +21 holders.
  • The largest Alerian MLP ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $63.3M added.
  • The largest Alerian MLP ETF seller in Q2 2021 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2021.