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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
KNW
151
Kesler Norman & Wride
Utah
$1.19M -$1.21M -35,162 -50%
WPW
152
Waldron Private Wealth
Pennsylvania
$1.17M
KAS
153
Kestra Advisory Services
Texas
$1.16M +$59.6K +1,737 +6%
TAM
154
Trust Asset Management
Texas
$1.14M -$5.33M -155,426 -83%
Northern Trust
155
Northern Trust
Illinois
$1.13M +$161K +4,695 +18%
ACA
156
Aptus Capital Advisors
Alabama
$1.13M +$1.07M +31,038 New
KF
157
Krilogy Financial
Missouri
$1.13M -$1.4M -40,698 -57%
LPIC
158
LeJeune Puetz Investment Counsel
Michigan
$1.12M
ACA
159
Atlas Capital Advisors
Wyoming
$1.12M +$95.3K +2,776 +10%
BFIC
160
Bedell Frazier Investment Counselling
California
$1.11M +$3.77K +110 +0.4%
GWM
161
Geneos Wealth Management
Colorado
$1.1M +$7.93K +231 +0.8%
BW
162
Bison Wealth
Georgia
$1.1M -$27.2K -792 -3%
IFG
163
Investors Financial Group
Minnesota
$1.09M +$137 +4 +0%
KPW
164
Kore Private Wealth
New York
$1.09M -$18.3K -532 -2%
ACM
165
Ascendant Capital Management
California
$1.09M -$120K -3,500 -10%
EWM
166
Edge Wealth Management
New York
$1.09M -$274K -7,990 -21%
SWP
167
Stratos Wealth Partners
Ohio
$1.08M -$73.6K -2,144 -7%
FA
168
Fortis Advisors
Pennsylvania
$1.08M +$709K +20,655 +231%
IAN
169
Integrated Advisors Network
Texas
$1.06M -$587K -17,097 -37%
AP
170
Americana Partners
Texas
$1.05M +$636K +18,547 New
William Blair & Company
171
William Blair & Company
Illinois
$1.05M -$149K -4,354 -13%
BFS
172
Bradley Foster & Sargent
Connecticut
$1.03M
FPB
173
First PREMIER Bank
South Dakota
$1.02M -$7.21K -210 -0.7%
DP
174
Dearborn Partners
Illinois
$1.02M -$585K -17,056 -38%
CP
175
Castleview Partners
Texas
$985K +$929K +27,061 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.