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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
POIA
576
Pin Oak Investment Advisors
Texas
$33K
WA
577
WestEnd Advisors
North Carolina
$31.4K +$1.32K +27 +5%
PA
578
Parallel Advisors
California
$31K
CFA
579
Camarda Financial Advisors
Florida
$29K -$6.42M -131,037 -100%
CCM
580
Cribstone Capital Management
Maine
$27K +$1.57K +32 +6%
LFG
581
LifePlan Financial Group
Ohio
$26K -$1.81K -37 -7%
GSC
582
G&S Capital
Colorado
$26K +$490 +10 +2%
NFG
583
Next Financial Group
Texas
$25K -$44.1K -900 -64%
NFH
584
NEXT Financial Holdings
Texas
$25K +$24.4K +498 New
CAC
585
Certified Advisory Corp
Florida
$21K +$20.8K +424 New
1NWS
586
1 North Wealth Services
Maryland
$19K +$343 +7 +2%
AIP
587
Ameritas Investment Partners
Nebraska
$18K -$15.2M -310,400 -100%
RCG
588
Ruggie Capital Group
Florida
$18K -$9.56K -195 -36%
PCFFS
589
Pacific Center for Financial Services
California
$18K
SWP
590
Strategic Wealth Partners
Ohio
$18K
DWA
591
Dougherty Wealth Advisers
Minnesota
$18K +$343 +7 +2%
NL
592
NVWM LLC
Pennsylvania
$17K +$981 +20 +6%
BFC
593
Bedel Financial Consulting
Indiana
$16K
BC
594
Bartlett & Co
Ohio
$14K
CTB
595
Country Trust Bank
Illinois
$14K
LFG
596
Larson Financial Group
Missouri
$14K +$147 +3 +1%
BCWM
597
Bartlett & Co Wealth Management
Ohio
$14K
FDCDDQ
598
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
LPC
599
Loeb Partners Corp
New York
$12K -$3.58M -73,120 -100%
VCM
600
Versant Capital Management
Arizona
$12K

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.