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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
AWM
501
Aries Wealth Management
Maine
-$340K -10,800 Closed
MHS
502
M Holdings Securities
Oregon
-$313K -10,276 Closed
TNBTD
503
Trustmark National Bank Trust Department
Mississippi
-$294K -9,626 Closed
HIP
504
HUB Investment Partners
Texas
-$284K -9,304 Closed
CG
505
Cutler Group
California
-$307K -8,941 Closed
FAT
506
First American Trust
California
-$251K -8,239 Closed
CCM
507
Coldstream Capital Management
Washington
-$248K -8,134 Closed
SEP
508
Southland Equity Partners
Missouri
-$245K -8,017 Closed
MOS
509
MGO One Seven
Ohio
-$243K -7,994 Closed
MWM
510
Mission Wealth Management
California
-$222K -7,277 Closed
MIM
511
Moseley Investment Management
Florida
-$216K -7,067 Closed
SFS
512
Sowell Financial Services
Arkansas
-$207K -6,102 Closed
Credit Agricole
513
Credit Agricole
France
-$153K -5,000 Closed
SAS
514
Stelac Advisory Services
New York
-$103K -3,370 Closed
CI
515
Cordant Inc
Oregon
-$76K -2,490 Closed
WAP
516
Wealthcare Advisory Partners
Pennsylvania
-$41K -1,357 Closed
EP
517
Eudaimonia Partners
Tennessee
-$38K -1,240 Closed
EI
518
Ellevest Inc
New York
-$25K -827 Closed
MF
519
Manchester Financial
California
-$25K -816 Closed
RWB
520
RMR Wealth Builders
New Jersey
-$24K -796 Closed
AWG
521
Altus Wealth Group
Colorado
-$25K -751 Closed
VBCG
522
Valley Brook Capital Group
Pennsylvania
-$15K -520 Closed
AIC
523
Ameritas Investment Company
Nebraska
-$13.4K -440 Closed
MWM
524
Mascoma Wealth Management
New Hampshire
-$10K -321 Closed
MWP
525
Meridian Wealth Partners
Pennsylvania
-$6K -200 Closed

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.