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Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 9.09%9.36% (+0.27%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

2% less capital invested

Capital invested by funds: $3.92B → $3.83B (-$88M)

3% less funds holding

Funds holding: 629613 (-16)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

47% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $47.3M

Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.44%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
576
Capital Planning Advisors
California
$9K +$9.46K +200 New
NL
577
NVWM LLC
Pennsylvania
$8K -$99.3K -2,100 -92%
ETI
578
Enterprise Trust & Investment
California
$8K
LWM
579
Liberty Wealth Management
California
$8K
SIS
580
Sound Income Strategies
Florida
$8K
WC
581
Weil Company
California
$8K +$8.09K +171 New
FFW
582
Fusion Family Wealth
New York
$7K
TCOV
583
Trust Company of Vermont
Vermont
$7K
EW
584
Evoke Wealth
California
$6.72K +$6.95K +147 New
IBOK
585
Independence Bank of Kentucky
Kentucky
$6K
EIP
586
Ellis Investment Partners
Pennsylvania
$6K +$95 +2 +1%
AssetMark Inc
587
AssetMark Inc
California
$5K
CLOS
588
Compagnie Lombard Odier SCmA
Switzerland
$5K
DMK
589
David M. Knott
$5K
TFGT
590
TS Financial Group (TSFG)
Illinois
$5K
MAM
591
Meeder Asset Management
Ohio
$5K +$5.2K +110 New
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$4K
WEC
593
Winslow Evans & Crocker
Massachusetts
$4K
PO
594
Private Ocean
California
$4K +$3.31K +70 New
Northwestern Mutual Wealth Management
595
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.7K -36 -34%
AWMS
596
Advocacy Wealth Management Services
Georgia
$3K
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$3K
HPC
598
HM Payson & Co
Maine
$3K
MCM
599
MV Capital Management
Maryland
$3K
RAM
600
Riggs Asset Management
Pennsylvania
$3K +$3.17K +67 New

AMLP Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2019, worth a combined $3.83B — down 2.2% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AMLP and 55 opened new positions — a net loss of 11 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Creative Planning, adding an estimated $112M. The largest seller was Goldman Sachs, cutting an estimated $125M.

  • 613 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2019, down from 629 in Q2 2019.
  • Funds reported $3.83B of Alerian MLP ETF stock for Q3 2019, down 2.2% quarter-over-quarter.
  • 55 funds opened new Alerian MLP ETF positions in Q3 2019 and 66 closed out, a net change of -11 holders.
  • The largest Alerian MLP ETF buyer in Q3 2019 was Creative Planning, an estimated $112M added.
  • The largest Alerian MLP ETF seller in Q3 2019 was Goldman Sachs, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.