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Alerian MLP ETF

608 hedge funds and large institutions have $4.25B invested in Alerian MLP ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $29.7M

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0.38% more ownership

Funds ownership: 9.81%10.18% (+0.38%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 618608 (-10)

15% less capital invested

Capital invested by funds: $5B → $4.25B (-$757M)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
608
Holders Change
-10
Holders Change %
-1.62%
% of All Funds
13.94%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.34%
New
81
Increased
225
Reduced
221
Closed
82
Calls
$33.7M
Puts
$29.7M
Net Calls
+$3.93M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
501
Rehmann Capital Advisory Group
Michigan
$71K +$80.5K +1,506 New
SIM
502
Sonora Investment Management
Arizona
$70.1K +$35.7K +668 +81%
FPS
503
Fieldpoint Private Securities
Connecticut
$70K
YWP
504
YorkBridge Wealth Partners
New York
$69K -$27.8K -520 -27%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$65K +$74.6K +1,395 New
AWMS
506
Advocacy Wealth Management Services
Georgia
$56K -$222K -4,146 -78%
AIP
507
Ameritas Investment Partners
Nebraska
$53K -$16.3M -304,894 -100%
DOA
508
D'Orazio & Associates
Virginia
$53K
CC
509
Cassaday & Co
Virginia
$51K +$1.82K +34 +18%
S
510
SignatureFD
Georgia
$51K +$58.4K +1,093 New
POIA
511
Pin Oak Investment Advisors
Texas
$46K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
OBWP
513
O'Brien Wealth Partners
Massachusetts
$39K +$43.9K +822 New
TRCT
514
Tower Research Capital (TRC)
New York
$38K +$32.4K +607 +302%
Bessemer Group
515
Bessemer Group
New Jersey
$37K -$7.75M -145,000 -99%
PCP
516
Proficio Capital Partners
Massachusetts
$37K -$118K -2,215 -74%
AIS
517
Accurate Investment Solutions
Pennsylvania
$37K
HR
518
Howe & Rusling
New York
$33K +$11.4K +213 +43%
CFD
519
Creative Financial Designs
Indiana
$32K +$53 +1 +0.1%
ML
520
McAdam LLC
Pennsylvania
$32K +$36.5K +682 New
DWA
521
Divergent Wealth Advisors
Utah
$32K +$36.7K +686 New
CCM
522
Cribstone Capital Management
Maine
$31K
FCB
523
First Command Bank
Texas
$30.5K
FCFS
524
First Command Financial Services
Texas
$30K +$9.25K +173 +27%
BAM
525
Bruderman Asset Management
New York
$30K +$33.9K +635 New

AMLP Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2018, worth a combined $4.25B — down 15% from $5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMLP and 81 opened new positions — a net loss of 1 holder — while 221 trimmed existing stakes and 225 added.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Goldman Sachs, cutting an estimated $154M.

  • 608 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2018, down from 618 in Q4 2017.
  • Funds reported $4.25B of Alerian MLP ETF stock for Q1 2018, down 15% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest Alerian MLP ETF buyer in Q1 2018 was Morgan Stanley, an estimated $222M added.
  • The largest Alerian MLP ETF seller in Q1 2018 was Goldman Sachs, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.