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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
WC
676
Weil Company
California
-$155K -3,552 Closed
GA
677
GFS Advisors
Texas
-$131K -3,000 Closed
CC
678
Cognios Capital
Kansas
-$120K -2,740 Closed
RCA
679
Reitz Capital Advisors
Michigan
-$108K -2,477 Closed
EM
680
ELCO Management
New York
-$105K -2,400 Closed
SIC
681
Shoker Investment Counsel
Ohio
-$102K -2,347 Closed
GBA
682
Garrison Bradford & Associates
New York
-$102K -2,340 Closed
NFG
683
Nations Financial Group
Iowa
-$102K -2,330 Closed
SFG
684
SNS Financial Group
Minnesota
-$96K -2,208 Closed
JWBC
685
J.W. Burns & Co
New York
-$93K -2,137 Closed
AWMS
686
Advocacy Wealth Management Services
Georgia
-$48K -1,101 Closed
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$47K -1,073 Closed
EWA
688
ERTS Wealth Advisors
Michigan
-$30K -697 Closed
TL
689
TrueWealth LLC
Georgia
-$22K -497 Closed
AP
690
Advisors Preferred
Maryland
-$19K -432 Closed
CFD
691
Creative Financial Designs
Indiana
-$13K -300 Closed
PK
692
Pflug Koory
Nebraska
-$13K -289 Closed
BOPW
693
Brandywine Oak Private Wealth
Pennsylvania
-$12K -281 Closed
SNT
694
Security National Trust
West Virginia
-$10K -240 Closed
GGI
695
Godsey & Gibb Inc
Virginia
-$10K -238 Closed
W
696
WealthOne
New York
-$7K -155 Closed
HDIM
697
Hanson & Doremus Investment Management
Vermont
-$7K -150 Closed
CB
698
CNB Bank
Pennsylvania
-$6K -131 Closed
ONST
699
Old North State Trust
North Carolina
-$5K -121 Closed
MWM
700
Mascoma Wealth Management
New Hampshire
-$3K -60 Closed

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.