We are live on ! Find out more
AMLP icon

Alerian MLP ETF

477 hedge funds and large institutions have $2.6B invested in Alerian MLP ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $267M | Put options by funds: $102M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

15% more capital invested

Capital invested by funds: $2.26B → $2.6B (+$343M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 457477 (+20)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

1.98% less ownership

Funds ownership: 45.64%43.66% (-2%)

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
8.3%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
72
Increased
160
Reduced
152
Closed
51
Calls
$267M
Puts
$102M
Net Calls
+$165M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$8.01M +$62.2K +1,812 +0.8%
VAG
52
VisionPoint Advisory Group
Texas
$7.86M +$2.26M +65,983 +44%
GG
53
Golden Green
South Carolina
$6.84M +$2.93M +85,325 +83%
ECM
54
Evergreen Capital Management
Washington
$6.82M +$96.7K +2,817 +2%
AI
55
ArchPoint Investors
Florida
$6.53M -$129K -3,747 -2%
BCM
56
Brookstone Capital Management
Illinois
$6.46M +$6.3M +183,481 New
WA
57
Wealth Alliance
New York
$6.24M -$73.8K -2,152 -1%
BJL
58
Brighton Jones LLC
Washington
$6.11M -$684K -19,948 -11%
MCM
59
McKinley Capital Management
Alaska
$5.78M +$27K +788 +0.5%
ECM
60
Elgethun Capital Management
South Dakota
$5.43M +$103K +2,993 +2%
BFS
61
Bard Financial Services
Connecticut
$5.25M +$6K +175 +0.1%
GAMA
62
Graticule Asia Macro Advisors
New York
$5.21M
CAM
63
Crestone Asset Management
Colorado
$5.04M -$67.7K -1,973 -1%
CCA
64
Checchi Capital Advisers
California
$4.9M +$4.62M +134,628 New
SAM
65
Shikiar Asset Management
New York
$4.75M +$511K +14,900 +13%
ASN
66
Advisory Services Network
Georgia
$4.74M +$154K +4,494 +4%
BKA
67
Brick & Kyle Associates
Pennsylvania
$4.4M +$39K +1,136 +1%
TCA
68
Transcend Capital Advisors
New Jersey
$4.32M +$401K +11,692 +11%
CA
69
Cetera Advisors
Colorado
$4.28M +$184K +5,350 +5%
PCP
70
Proficio Capital Partners
Massachusetts
$4.18M -$1.32M -38,430 -25%
SCP
71
Stamos Capital Partners
California
$4.13M -$2.1M -61,220 -35%
VWM
72
Vigilare Wealth Management
Arizona
$3.94M +$400K +11,658 +12%
TAM
73
Tocqueville Asset Management
New York
$3.75M +$3.54M +103,108 New
GA
74
Greytown Advisors
Florida
$3.75M +$95.3K +2,777 +3%
HCM
75
HMS Capital Management
Tennessee
$3.66M +$3.45M +100,482 New

AMLP Hedge Fund Activity: Q2 2021 in Review

477 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2021, worth a combined $2.6B — up 15% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMLP positions and 51 closed out — a net gain of 21 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $63.3M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 477 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2021, up from 457 in Q1 2021.
  • Funds reported $2.6B of Alerian MLP ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 72 funds opened new Alerian MLP ETF positions in Q2 2021 and 51 closed out, a net change of +21 holders.
  • The largest Alerian MLP ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $63.3M added.
  • The largest Alerian MLP ETF seller in Q2 2021 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2021.