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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
CS
26
Credit Suisse
Switzerland
$13.9M +$6.4M +219,207 +92%
FWM
27
FFT Wealth Management
Pennsylvania
$13.6M +$426K +14,592 +3%
SFBLI
28
Southern Farm Bureau Life Insurance
Mississippi
$12M +$4.6M +157,460 +67%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$11.7M +$2.1M +71,837 +23%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.4M -$682K -23,368 -6%
Truist Financial
31
Truist Financial
North Carolina
$11M +$6.7M +229,389 +177%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.8M -$663K -22,687 -6%
HWA
33
Heartwood Wealth Advisors
Virginia
$10.6M +$10.1M +347,229 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$10.5M -$730K -25,000 -7%
JIP
35
Jaffetilchin Investment Partners
Florida
$10.1M +$8.79M +301,154 +994%
ARMC
36
American Research & Management Company
Massachusetts
$9.73M -$33.7K -1,153 -0.4%
SG Americas Securities
37
SG Americas Securities
New York
$9.54M +$3.93M +134,549 +76%
JP Morgan Chase
38
JP Morgan Chase
New York
$9.17M -$2.27M -77,737 -21%
PAIM
39
Punch & Associates Investment Management
Minnesota
$9.15M +$391K +13,395 +5%
MC
40
Muhlenkamp & Co
Pennsylvania
$9.1M +$664K +22,744 +9%
FPCP
41
Fort Point Capital Partners
California
$8.48M +$891K +30,522 +12%
RCYC
42
Richard C. Young & Co
Rhode Island
$8.28M +$695K +23,813 +10%
FIM
43
FWL Investment Management
Texas
$7.91M +$896K +30,688 +13%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$7.68M -$446K -15,258 -6%
NAS
45
Nicolet Advisory Services
Wisconsin
$7.66M -$466K -15,942 -6%
NCM
46
Novare Capital Management
North Carolina
$7.25M
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.17M +$743K +25,450 +12%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$6.95M +$2.32M +79,564 +54%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.65M -$1.7M -58,299 -21%
BJL
50
Brighton Jones LLC
Washington
$5.73M -$912K -31,223 -14%

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.