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Alerian MLP ETF

524 hedge funds and large institutions have $4.72B invested in Alerian MLP ETF in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 196 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $4.57B → $4.72B (+$144M)

0.38% more ownership

Funds ownership: 8.99%9.36% (+0.38%)

0% less funds holding

Funds holding: 526524 (-2)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 200

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

14% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $68.7M

Holders
524
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
13.06%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
52
Increased
196
Reduced
200
Closed
48
Calls
$59.2M
Puts
$68.7M
Net Calls
-$9.53M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$16.4M -$526K -9,206 -3%
CFIA
27
Cantor Fitzgerald Investment Advisors
New York
$16.3M +$2.5M +43,731 +18%
IC
28
InterOcean Capital
Illinois
$15.8M +$1.23M +21,515 +8%
AWMS
29
Advocacy Wealth Management Services
Georgia
$15.5M +$7.86M +137,545 +100%
MSWM
30
Mader & Shannon Wealth Management
Missouri
$14.4M +$14.6M +255,840 New
RW
31
Rand Wealth
Maryland
$14.3M +$219K +3,830 +2%
VDI
32
Vaughan David Investments
Illinois
$14.3M +$272K +4,760 +2%
PP
33
Peconic Partners
New York
$14M +$5.26M +92,069 +59%
Creative Planning
34
Creative Planning
Kansas
$13.8M +$3.46M +60,493 +33%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$13.1M -$177K -3,103 -1%
Barclays
36
Barclays
United Kingdom
$12.8M +$405K +7,081 +3%
MLFP
37
MPS Loria Financial Planners
Illinois
$12.1M +$282K +4,937 +2%
IA
38
IFP Advisors
Florida
$11.8M +$1M +17,567 +9%
SCP
39
Sandhill Capital Partners
New York
$11.5M +$409K +7,161 +4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.5M -$579K -10,121 -5%
BCI
41
Brinker Capital Investments
Pennsylvania
$11.4M +$724K +12,668 +7%
PAG
42
Private Advisor Group
New Jersey
$11.4M +$860K +15,042 +8%
6CM
43
683 Capital Management
New York
$11.3M +$3.32M +58,000 +40%
EWM
44
Edge Wealth Management
New York
$10.8M +$2.11M +36,979 +24%
VCM
45
Verger Capital Management
North Carolina
$10.7M +$169K +2,950 +2%
V
46
Veritable
Delaware
$10.6M -$1.72M -30,134 -14%
CCM
47
Coldstream Capital Management
Washington
$9.63M -$189K -3,311 -2%
AP
48
Atwood & Palmer
Missouri
$9.55M -$2.26M -39,493 -19%
DWM
49
Dakota Wealth Management
Florida
$9.5M +$187K +3,278 +2%
CFG
50
CNO Financial Group
Indiana
$9.49M +$9.67M +169,127 New

AMLP Hedge Fund Activity: Q3 2017 in Review

524 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2017, worth a combined $4.72B — up 3.1% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMLP positions and 48 closed out — a net gain of 4 holders — while 196 added to existing stakes and 200 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $322M. The largest seller was MML Investors Services, cutting an estimated $33.3M.

  • 524 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2017, down from 526 in Q2 2017.
  • Funds reported $4.72B of Alerian MLP ETF stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 52 funds opened new Alerian MLP ETF positions in Q3 2017 and 48 closed out, a net change of +4 holders.
  • The largest Alerian MLP ETF buyer in Q3 2017 was Goldman Sachs, an estimated $322M added.
  • The largest Alerian MLP ETF seller in Q3 2017 was MML Investors Services, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2017.