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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
LWA
601
Lowe Wealth Advisors
Maryland
$11K
MIM
602
Macroview Investment Management
Maryland
$11K +$196 +4 +2%
SBL
603
Sargent Bickham Lagudis
Colorado
$10K -$30.9K -631 -75%
CWA
604
Clarus Wealth Advisors
Arizona
$10K
FHB
605
First Hawaiian Bank
Hawaii
$10K
SAM
606
Shamrock Asset Management
Texas
$10K
DWM
607
Destination Wealth Management
California
$10K +$10.1K +206 New
SIS
608
Sound Income Strategies
Florida
$9K
FFW
609
Fusion Family Wealth
New York
$8K
IBOK
610
Independence Bank of Kentucky
Kentucky
$7K
AssetMark Inc
611
AssetMark Inc
California
$6K
CFA
612
Carroll Financial Associates
North Carolina
$6K
DMK
613
David M. Knott
$6K
WAS
614
Winch Advisory Services
Wisconsin
$6K +$5.44K +111 New
SIAS
615
Shine Investment Advisory Services
Colorado
$5K -$4.71K -96 -48%
CAL
616
Capital Analysts LLC
Pennsylvania
$5K
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$5K
GI
618
Gradient Investments
Minnesota
$5K
JIP
619
JBJ Investment Partners
South Carolina
$5K +$4.9K +100 New
TFGT
620
TS Financial Group (TSFG)
Illinois
$5K +$4.9K +100 New
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$4K -$10.3K -210 -71%
MSA
622
Marino Stram & Associates
Massachusetts
$4K
WEC
623
Winslow Evans & Crocker
Massachusetts
$4K
AA
624
AlphaMark Advisors
Kentucky
$4K +$49 +1 +1%
DAM
625
Delta Asset Management
Tennessee
$3K

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.