Alerian MLP ETF
AMLP
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.
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: 429 → 457 (+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: 10 → 10 (0)
0.22% less ownership
Funds ownership: 45.86% → 45.64% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$21.8M |
| 3 |
Jane Street
New York
|
+$14.4M |
| 4 |
Citigroup
New York
|
+$13.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$53.2M |
| 2 |
DCP
Diameter Capital Partners
New York
|
-$44M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$17.4M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$15.9M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WLPWM
501
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$5K | -213 | Closed |
|
|
CAL
502
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$5K | -205 | Closed |
|
|
LWA
503
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$4K | -138 | Closed |
|
|
PO
504
Private Ocean
San Rafael,
California
| – | -$2K | -76 | Closed |
|
|
SIAG
505
Safeguard Investment Advisory Group
Corona,
California
| – | -$1K | -65 | Closed |
|
|
FPCG
506
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$1K | -53 | Closed |
|
|
PWPS
507
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -41 | Closed |
|
|
BAM
508
Barrett Asset Management
New York
| – | -$1K | -20 | Closed |
|
509
Simplex Trading
Chicago,
Illinois
| – | +$1.27M | +43,324 | +291% |
|
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.