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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
WCG
551
Weaver Consulting Group
California
$73K +$73.3K +1,495 New
MAU
552
MRA Associates USA
Arizona
$70.2K
CAGAS
553
Capital Advisory Group Advisory Services
Minnesota
$70K +$12.6K +256 +22%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$67.6K -$13.5K -276 -17%
AIM
555
Advantage Investment Management
Iowa
$61K
DOA
556
D'Orazio & Associates
Virginia
$57K
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$57K +$5.49K +112 +11%
QCIG
558
Quad-Cities Investment Group
Iowa
$56K +$735 +15 +1%
FWM
559
Focused Wealth Management
New York
$53K +$981 +20 +2%
SIM
560
Sonora Investment Management
Arizona
$52K -$3.73K -76 -7%
HCM
561
Hilton Capital Management
New York
$50K -$49K -1,000 Closed
TA
562
TCG Advisors
Texas
$49K +$47.6K +970 New
BCA
563
Berman Capital Advisors
Georgia
$48K
IAS
564
IMA Advisory Services
Colorado
$47K
HIM
565
Hillsdale Investment Management
Ontario, Canada
$46K -$24.5K -500 -35%
OC
566
Oakworth Capital
Alabama
$46K
GSWM
567
Golden State Wealth Management
California
$46K +$45.1K +920 New
LA
568
Legacy Advisors
Pennsylvania
$44K +$43.1K +880 New
NSIM
569
North Star Investment Management
Illinois
$42K +$16.7K +340 +68%
KPW
570
Kore Private Wealth
New York
$41K -$207K -4,221 -84%
AIS
571
Accurate Investment Solutions
Pennsylvania
$40K
AIC
572
Ameritas Investment Company
Nebraska
$36K -$264K -5,381 -88%
CTC
573
Central Trust Company
Missouri
$34K +$2.94K +60 +10%
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$34K +$8.38K +171 +34%
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$33.6K

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.