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Alerian MLP ETF

457 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $261M | Put options by funds: $93.3M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

18% more capital invested

Capital invested by funds: $1.91B → $2.26B (+$348M)

7% more funds holding

Funds holding: 429457 (+28)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.22% less ownership

Funds ownership: 45.86%45.64% (-0.22%)

Holders
457
Holders Change
+28
Holders Change %
+6.53%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
82
Increased
157
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
151
Prospera Financial Services
Texas
$1.18M +$34.2K +1,171 +3%
EWM
152
Edge Wealth Management
New York
$1.15M -$58.1K -1,988 -5%
SWM
153
Sculati Wealth Management
Michigan
$1.13M +$198K +6,794 +23%
IAIM
154
International Assets Investment Management
Florida
$1.12M +$648K +22,190 +128%
Wolverine Trading
155
Wolverine Trading
Illinois
$1.08M +$421K +14,403 +67%
ACI
156
Alpha Cubed Investments
California
$1.05M +$321K +10,990 +47%
CL
157
COWA LLC
Oklahoma
$1.03M +$11.3K +386 +1%
SRSA
158
S.R. Schill & Associates
Washington
$1.03M -$145K -4,961 -13%
ACM
159
Ascendant Capital Management
California
$1.02M +$978K +33,500 New
William Blair & Company
160
William Blair & Company
Illinois
$1.01M -$82.9K -2,839 -8%
IP
161
Intellectus Partners
California
$1M -$16.7K -573 -2%
WPW
162
Waldron Private Wealth
Pennsylvania
$982K
CF
163
Clarity Financial
Texas
$978K +$937K +32,069 New
SWP
164
Stratos Wealth Partners
Ohio
$971K +$179K +6,125 +24%
GWM
165
Geneos Wealth Management
Colorado
$969K -$13.1K -447 -1%
BW
166
Bison Wealth
Georgia
$943K -$5.2K -178 -0.6%
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$941K -$26.3K -900 -3%
KPW
168
Kore Private Wealth
New York
$933K -$524K -17,952 -37%
BFIC
169
Bedell Frazier Investment Counselling
California
$929K -$86.4K -2,960 -9%
IFG
170
Investors Financial Group
Minnesota
$917K +$2.02K +69 +0.2%
KAS
171
Kestra Advisory Services
Texas
$915K -$191K -6,530 -18%
HNB
172
Huntington National Bank
Ohio
$914K
SF
173
Synovus Financial
Georgia
$894K -$36.2K -1,238 -4%
BFS
174
Bradley Foster & Sargent
Connecticut
$864K +$23.6K +807 +3%
FPB
175
First PREMIER Bank
South Dakota
$862K -$7.18K -246 -0.9%

AMLP Hedge Fund Activity: Q1 2021 in Review

457 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2021, worth a combined $2.26B — up 18% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 51 closed out — a net gain of 31 holders — while 157 added to existing stakes and 146 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $23.3M. The largest seller was Goldman Sachs, cutting an estimated $53.2M.

  • 457 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2021, up from 429 in Q4 2020.
  • Funds reported $2.26B of Alerian MLP ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2021 and 51 closed out, a net change of +31 holders.
  • The largest Alerian MLP ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $23.3M added.
  • The largest Alerian MLP ETF seller in Q1 2021 was Goldman Sachs, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.