We are live on ! Find out more
AMLP icon

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
Fisher Asset Management
651
Fisher Asset Management
Washington
-$104K -2,118 Closed
AF
652
Alerus Financial
North Dakota
-$103K -2,095 Closed
HIS
653
Harvest Investment Services
Illinois
-$103K -2,095 Closed
FFN
654
Focus Financial Network
Minnesota
-$101K -2,042 Closed
CAM
655
Concorde Asset Management
Michigan
-$101K -2,018 Closed
SIA
656
Sit Investment Associates
Minnesota
-$98K -2,000 Closed
RCAG
657
Rehmann Capital Advisory Group
Michigan
-$63.3K -1,286 Closed
DSC
658
Duncker Streett & Co
Missouri
-$53K -1,084 Closed
LA
659
Legacy Advisors
Pennsylvania
-$43K -880 Closed
LC
660
Lindbrook Capital
California
-$29K -594 Closed
CFA
661
Camarda Financial Advisors
Florida
-$28K -578 Closed
JWM
662
Janiczek Wealth Management
Colorado
-$28K -570 Closed
GSC
663
G&S Capital
Colorado
-$26K -530 Closed
RCG
664
Ruggie Capital Group
Florida
-$17K -353 Closed
HS
665
Horan Securities
United States
-$12K -240 Closed
WAS
666
Winch Advisory Services
Wisconsin
-$10K -200 Closed
MA
667
MUFG Americas
New York
-$7K -149 Closed
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$5.91K -120 Closed
AWM
669
Arbor Wealth Management
Florida
-$6K -117 Closed
AA
670
AlphaMark Advisors
Kentucky
-$4K -84 Closed
First Manhattan
671
First Manhattan
New York
-$2K -60 Closed
EWM
672
Executive Wealth Management
Michigan
-$2K -47 Closed
RFA
673
Reilly Financial Advisors
California
-$2K -43 Closed
SMFS
674
Squar Milner Financial Services
California
-$2K -43 Closed
BCMIO
675
Beacon Capital Management Inc (Ohio)
Ohio
-$1K -11 Closed

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.