We are live on ! Find out more
AMLP icon

Alerian MLP ETF

357 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 43.07%44.16% (+1.1%)

14% less funds holding

Funds holding: 413357 (-56)

20% less capital invested

Capital invested by funds: $1.65B → $1.32B (-$323M)

25% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 140

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

53% less call options, than puts

Call options by funds: $36.2M | Put options by funds: $77.2M

56% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 94

Holders
357
Holders Change
-56
Holders Change %
-13.56%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
105
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
Exencial Wealth Advisors
Oklahoma
$476K -$7.29K -315 -1%
GW
152
GW & Wade
Massachusetts
$476K
WPW
153
Waldron Private Wealth
Pennsylvania
$466K
BS
154
Boenning & Scattergood
Pennsylvania
$466K +$108K +4,664 +25%
IC
155
Intersect Capital
California
$463K -$51K -2,203 -9%
UCFA
156
United Capital Financial Advisors
Texas
$458K -$8.02M -346,646 -94%
SSB
157
Sandy Spring Bank
Maryland
$457K -$35.4K -1,530 -6%
SWM
158
Sculati Wealth Management
Michigan
$451K +$200K +8,659 +62%
HH
159
Hilltop Holdings
Texas
$438K -$68.1K -2,944 -12%
KMWM
160
Keudell/Morrison Wealth Management
Oregon
$437K -$74.8K -3,234 -13%
WB
161
WesBanco Bank
West Virginia
$433K -$73.1K -3,161 -13%
KM
162
Kalos Management
Georgia
$430K -$5.21K -225 -1%
BRWA
163
B. Riley Wealth Advisors
Florida
$425K +$129K +5,554 +39%
NWM
164
Northwest Wealth Management
Iowa
$422K -$44.1K -1,906 -8%
V
165
Veritable
Delaware
$421K -$6.36K -275 -1%
Walleye Trading
166
Walleye Trading
New York
$419K +$50.5K +2,182 +12%
AUB
167
Atlantic Union Bankshares
Virginia
$401K -$46K -1,986 -9%
KPWS
168
Kestra Private Wealth Services
Texas
$397K +$460K +19,861 New
MTIM
169
Marathon Trading Investment Management
Pennsylvania
$395K +$89.3K +3,860 +24%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$391K -$126K -5,447 -22%
GHAM
171
Gilman Hill Asset Management
Connecticut
$389K -$119K -5,135 -21%
EIG
172
Ellenbecker Investment Group
Wisconsin
$386K -$514K -22,225 -54%
CDH
173
Charles D. Hyman
$386K -$84.5K -3,650 -16%
BB
174
Bell Bank
North Dakota
$383K -$116 -5 -0%
CAM
175
Cresset Asset Management
Illinois
$378K +$6.71K +290 +2%

AMLP Hedge Fund Activity: Q3 2020 in Review

357 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2020, worth a combined $1.32B — down 20% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMLP and 41 opened new positions — a net loss of 53 holders — while 140 trimmed existing stakes and 105 added.

The largest buyer was Goldman Sachs, adding an estimated $39.2M. The largest seller was Sageworth Trust, cutting an estimated $17.3M.

  • 357 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2020, down from 413 in Q2 2020.
  • Funds reported $1.32B of Alerian MLP ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 41 funds opened new Alerian MLP ETF positions in Q3 2020 and 94 closed out, a net change of -53 holders.
  • The largest Alerian MLP ETF buyer in Q3 2020 was Goldman Sachs, an estimated $39.2M added.
  • The largest Alerian MLP ETF seller in Q3 2020 was Sageworth Trust, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2020.