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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
Truist Financial
26
Truist Financial
North Carolina
$17.4M +$4.06M +118,388 +33%
Osaic Holdings
27
Osaic Holdings
Arizona
$17.3M +$3.25M +94,658 +25%
FWM
28
FFT Wealth Management
Pennsylvania
$16.3M +$4.7K +137 +0%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$15.8M +$1.71M +49,717 +13%
SFBLI
30
Southern Farm Bureau Life Insurance
Mississippi
$14.3M
SG Americas Securities
31
SG Americas Securities
New York
$14.3M +$2.74M +79,976 +26%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$14M -$4.79M -139,513 -27%
HWA
33
Heartwood Wealth Advisors
Virginia
$13.9M +$1.16M +33,799 +10%
JIP
34
Jaffetilchin Investment Partners
Florida
$13.8M +$1.63M +47,560 +14%
HighTower Advisors
35
HighTower Advisors
Illinois
$13.5M +$620K +18,083 +5%
CF
36
Clarity Financial
Texas
$12.4M +$10.6M +309,823 +966%
FPCP
37
Fort Point Capital Partners
California
$12.4M +$2.14M +62,261 +22%
ARMC
38
American Research & Management Company
Massachusetts
$11.7M +$85.5K +2,493 +0.8%
PAIM
39
Punch & Associates Investment Management
Minnesota
$10.8M -$68.4K -1,994 -0.7%
RCYC
40
Richard C. Young & Co
Rhode Island
$10.4M +$520K +15,156 +6%
MC
41
Muhlenkamp & Co
Pennsylvania
$10.2M +$15.5K +451 +0.2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$10.1M +$1.69M +49,279 +22%
FIM
43
FWL Investment Management
Texas
$9.89M +$415K +12,106 +5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$9.69M +$1.07M +31,120 +13%
Ameriprise
45
Ameriprise
Minnesota
$9.68M +$4M +116,688 +78%
CS
46
Credit Suisse
Switzerland
$8.86M -$7.32M -213,401 -47%
NCM
47
Novare Capital Management
North Carolina
$8.68M +$27.5K +800 +0.3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.51M +$1.92M +55,867 +31%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$8.42M -$702K -20,453 -8%
NAS
50
Nicolet Advisory Services
Wisconsin
$8.2M -$884K -25,766 -10%

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.