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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
AIP
626
Ameritas Investment Partners
Nebraska
$15K
LFG
627
LifePlan Financial Group
Ohio
$15K
MF
628
Manchester Financial
California
$15K +$14.7K +350 New
TWP
629
TFO Wealth Partners
Ohio
$15K +$15.1K +360 New
BCWM
630
Bartlett & Co Wealth Management
Ohio
$14.9K
LWM
631
Lenox Wealth Management
Ohio
$14K
SAM
632
S.A. Mason
Michigan
$14K +$13.8K +329 New
FGAM
633
Financial Gravity Asset Management
Texas
$14K +$81.5K +1,942 +344%
AWM
634
Avior Wealth Management
Nebraska
$13K +$4.2K +100 +44%
PA
635
Procyon Advisors
Connecticut
$13K +$12.4K +296 New
LFG
636
Larson Financial Group
Missouri
$12K +$210 +5 +2%
OC
637
Oakworth Capital
Alabama
$11K -$27.9K -665 -72%
CCA
638
Column Capital Advisors
Indiana
$11K +$11.3K +269 New
BFC
639
Bedel Financial Consulting
Indiana
$9K
LWA
640
Lowe Wealth Advisors
Maryland
$9K
SBL
641
Sargent Bickham Lagudis
Colorado
$9K
MIM
642
Macroview Investment Management
Maryland
$9K +$210 +5 +2%
WB
643
West Bancorporation
Iowa
$9K +$8.39K +200 New
ETI
644
Enterprise Trust & Investment
California
$8K
SIS
645
Sound Income Strategies
Florida
$8K
TFS
646
TrustCore Financial Services
Tennessee
$7K -$182K -4,347 -96%
LWM
647
Liberty Wealth Management
California
$7K
BBA
648
Braun-Bostich & Associates
Pennsylvania
$7K +$6.59K +157 New
CCMW
649
Cypress Capital Management (Wyoming)
Wyoming
$6K -$1.33M -31,576 -100%
CFA
650
Carroll Financial Associates
North Carolina
$6K -$3.36K -80 -34%

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.