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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
WAM
101
Wakefield Asset Management
Colorado
$2.29M +$17K +495 +0.8%
PAG
102
Private Advisor Group
New Jersey
$2.26M +$205K +5,961 +11%
ASI
103
Advisory Services & Investments
Oregon
$2.25M -$886K -25,815 -29%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$2.22M +$532K +15,500 +34%
SGCA
105
Steel Grove Capital Advisors
Tennessee
$2.15M -$76.1K -2,217 -4%
SPC
106
Sigma Planning Corp
Michigan
$2.13M +$141K +4,121 +8%
NB
107
Nicolet Bankshares
Wisconsin
$2.1M +$352K +10,266 +22%
OPOWM
108
One Plus One Wealth Management
Florida
$2.07M -$92.9K -2,708 -5%
FFA
109
First Foundation Advisors
California
$2.05M -$168K -4,884 -8%
HWA
110
HCR Wealth Advisors
California
$2M +$18K +525 +1%
LSPW
111
Lake Street Private Wealth
Illinois
$1.88M -$24.4K -710 -1%
TI
112
Tidal Investments
Wisconsin
$1.84M +$1.41M +41,035 +429%
Lido Advisors
113
Lido Advisors
California
$1.83M +$198K +5,771 +13%
SCM
114
SCS Capital Management
Massachusetts
$1.82M +$1.72M +50,000 New
SIC
115
Samalin Investment Counsel
New York
$1.79M -$162K -4,717 -9%
CCC
116
Crescent Capital Consulting
Louisiana
$1.73M -$25.4K -740 -2%
SCM
117
Snow Capital Management
Pennsylvania
$1.7M -$343K -10,000 -18%
HH
118
Hilltop Holdings
Texas
$1.66M -$478K -13,938 -23%
CPIG
119
Chicago Partners Investment Group
Illinois
$1.63M -$167K -4,870 -9%
PWM
120
Provident Wealth Management
Tennessee
$1.63M +$193K +5,614 +14%
BRWM
121
B. Riley Wealth Management
Tennessee
$1.62M +$1.17K +34 +0.1%
EH
122
Equitable Holdings
New York
$1.61M -$89.9K -2,619 -6%
LWA
123
Lenox Wealth Advisors
New York
$1.61M +$23.2K +676 +2%
PCM
124
Pointe Capital Management
Michigan
$1.61M +$171K +4,971 +13%
BS
125
Boenning & Scattergood
Pennsylvania
$1.61M +$30.8K +897 +2%

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.