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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
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$1.92M -$12.6K -300 -0.7%
Nomura Asset Management
152
Nomura Asset Management
Japan
$1.91M +$604K +14,400 +47%
AllianceBernstein
153
AllianceBernstein
Tennessee
$1.91M +$319K +7,607 +20%
AAS
154
Avantax Advisory Services
Texas
$1.89M +$1.02M +24,210 +119%
BP
155
Broadleaf Partners
Ohio
$1.88M +$61.1K +1,455 +3%
BRWM
156
B. Riley Wealth Management
Tennessee
$1.87M +$775K +18,470 +72%
MHI
157
Miller Howard Investments
New York
$1.78M +$1.75M +41,788 New
WA
158
Wambolt & Associates
Colorado
$1.77M -$59.6K -1,420 -3%
NAS
159
Nicolet Advisory Services
Wisconsin
$1.76M +$1.28M +30,489 +276%
AUB
160
Atlantic Union Bankshares
Virginia
$1.71M +$1.69M +40,278 New
RBC
161
Roble Belko & Company
Pennsylvania
$1.7M -$6.3K -150 -0.4%
CC
162
Cassaday & Co
Virginia
$1.69M +$279K +6,636 +503%
PFA
163
Pathway Financial Advisors
Vermont
$1.68M -$937K -22,325 -37%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$81K -1,930 -5%
IAA
165
Independent Advisor Alliance
North Carolina
$1.61M +$1.6M +38,008 New
Walleye Trading
166
Walleye Trading
New York
$1.58M +$1.2M +28,470 +328%
BKA
167
Brick & Kyle Associates
Pennsylvania
$1.55M +$213K +5,085 +17%
AIP
168
Ahrens Investment Partners
Louisiana
$1.55M -$579K -13,797 -27%
UCMOK
169
United Capital Management of KS
Kansas
$1.54M +$288K +6,856 +23%
EIG
170
Ellenbecker Investment Group
Wisconsin
$1.53M +$137K +3,274 +10%
AWA
171
Arete Wealth Advisors
Illinois
$1.53M +$296K +7,051 +24%
IFG
172
Investors Financial Group
Minnesota
$1.51M +$1.49M +35,521 New
IP
173
Intellectus Partners
California
$1.5M +$409K +9,751 +38%
KMWM
174
Keudell/Morrison Wealth Management
Oregon
$1.5M -$158K -3,761 -10%
SPC
175
Sigma Planning Corp
Michigan
$1.49M +$118K +2,814 +9%

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.