We are live on ! Find out more
AMLP icon

Alerian MLP ETF

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

6% more capital invested

Capital invested by funds: $3.92B → $4.17B (+$251M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0% more funds holding

Funds holding: 645646 (+1)

0.64% less ownership

Funds ownership: 9.68%9.04% (-0.64%)

54% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $35.7M

Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
13.98%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
501
Cypress Wealth Services
California
$148K +$9.17K +187 +7%
DW
502
Domani Wealth
Pennsylvania
$147K -$18.5K -377 -11%
IWM
503
IHT Wealth Management
Illinois
$146K +$1.57K +32 +1%
SFC
504
SYM Financial Corp
Indiana
$143K +$343 +7 +0.2%
KP
505
Keel Point
Alabama
$140K +$136K +2,783 New
MFW
506
Mosaic Family Wealth
Missouri
$139K +$882 +18 +0.7%
JSL
507
JT Stratford LLC
Georgia
$138K -$10.2K -209 -7%
SWM
508
Segment Wealth Management
Texas
$135K +$132K +2,693 New
MOS
509
MGO One Seven
Ohio
$134K -$13.9K -284 -10%
LWA
510
Lenox Wealth Advisors
New York
$134K +$147 +3 +0.1%
SXL
511
Summit X LLC
Missouri
$130K -$43K -877 -25%
SBH
512
Segall Bryant & Hamill
Illinois
$129K -$20.8K -424 -14%
FMWA
513
Forvis Mazars Wealth Advisors
Missouri
$128K
RI
514
Ridgewood Investments
New Jersey
$126K +$9.27K +189 +8%
Nomura Asset Management
515
Nomura Asset Management
Japan
$122K -$98.1K -2,000 -45%
GPA
516
Garrison Point Advisors
California
$122K
SWA
517
Stratos Wealth Advisors
Ohio
$121K -$205K -4,178 -63%
NFC
518
Northeast Financial Consultants
Connecticut
$121K -$19.6K -400 -14%
SLWS
519
Swaine & Leidel Wealth Services
Florida
$121K
CCM
520
Crossvault Capital Management
Texas
$120K
ECG
521
Edge Capital Group
Georgia
$118K -$26.6K -542 -19%
AOWM
522
Alpha Omega Wealth Management
Virginia
$117K +$11K +225 +11%
CF
523
Centaurus Financial
California
$117K +$8.87K +181 +342%
NA
524
NewEdge Advisors
Louisiana
$116K -$35K -714 -24%
CCT
525
Capital City Trust
Florida
$114K +$111K +2,267 New

AMLP Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2019, worth a combined $4.17B — up 6.4% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 60 closed out — a net gain of 10 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $24.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $112M.

  • 646 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2019, up from 645 in Q4 2018.
  • Funds reported $4.17B of Alerian MLP ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2019 and 60 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $24.7M added.
  • The largest Alerian MLP ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2019.