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Alerian MLP ETF

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 88

72% more call options, than puts

Call options by funds: $124M | Put options by funds: $72.1M

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

11% more funds holding

Funds holding: 613679 (+66)

0.2% more ownership

Funds ownership: 9.36%9.56% (+0.2%)

1% less capital invested

Capital invested by funds: $3.83B → $3.8B (-$23.6M)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.38%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
601
Central Trust Company
Missouri
$41K +$17.2K +410 +73%
FWM
602
Focused Wealth Management
New York
$40K +$923 +22 +2%
IWP
603
IAG Wealth Partners
Wisconsin
$39K +$37.8K +900 New
WCG
604
Weaver Consulting Group
California
$37K -$40.1K -955 -54%
CWA
605
Capital Wealth Alliance
Arizona
$35K +$37.1K +885 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$34K -$56.2K -1,340 -63%
AIS
607
Accurate Investment Solutions
Pennsylvania
$34K
SMG
608
Spectrum Management Group
Indiana
$34K
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$33K +$33K +787 New
GRP
610
Global Retirement Partners
California
$32K -$306K -7,278 -91%
GI
611
Gradient Investments
Minnesota
$31K +$29.8K +709 +2,626%
MM
612
Main Management
California
$30K +$29.4K +700 New
CHAM
613
Clear Harbor Asset Management
Connecticut
$27.2K +$26.9K +640 New
IAS
614
IMA Advisory Services
Colorado
$26K -$13.1K -312 -34%
ACM
615
Anfield Capital Management
California
$21K +$20K +477 New
HWA
616
Heritage Wealth Advisors
Virginia
$19.1K +$18.8K +449 New
POIA
617
Pin Oak Investment Advisors
Texas
$18K -$9.91K -236 -36%
CAC
618
Certified Advisory Corp
Florida
$18K
SIM
619
Sonora Investment Management
Arizona
$17K -$26.4K -628 -61%
LWS
620
Lucia Wealth Services
California
$17K -$4.45K -106 -21%
1IA
621
1834 Investment Advisors
Wisconsin
$17K
1NWS
622
1 North Wealth Services
Maryland
$17K +$420 +10 +3%
BEI
623
Benjamin Edwards Inc
Missouri
$17K +$1.26K +30 +8%
WQ
624
Wealth Quarterback
New Jersey
$16.7K +$152K +3,617 New
DWA
625
Dougherty Wealth Advisers
Minnesota
$16K +$378 +9 +2%

AMLP Hedge Fund Activity: Q4 2019 in Review

679 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2019, worth a combined $3.8B — down 0.62% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new AMLP positions and 88 closed out — a net gain of 75 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $204M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.

  • 679 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2019, up from 613 in Q3 2019.
  • Funds reported $3.8B of Alerian MLP ETF stock for Q4 2019, down 0.62% quarter-over-quarter.
  • 163 funds opened new Alerian MLP ETF positions in Q4 2019 and 88 closed out, a net change of +75 holders.
  • The largest Alerian MLP ETF buyer in Q4 2019 was Goldman Sachs, an estimated $204M added.
  • The largest Alerian MLP ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.