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Alerian MLP ETF

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

6% more capital invested

Capital invested by funds: $3.92B → $4.17B (+$251M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0% more funds holding

Funds holding: 645646 (+1)

0.64% less ownership

Funds ownership: 9.68%9.04% (-0.64%)

54% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $35.7M

Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
13.98%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
Intersect Capital
California
$1.67M -$46K -939 -3%
PP
177
Patten & Patten
Tennessee
$1.66M -$187K -3,820 -10%
IP
178
Investment Partners
Ohio
$1.64M +$7.84K +160 +0.5%
IIC
179
Integrated Investment Consultants
Michigan
$1.64M -$245K -5,000 -13%
CRC
180
Curi RMB Capital
Illinois
$1.63M +$273K +5,577 +21%
H
181
HoyleCohen
California
$1.63M +$118K +2,402 +8%
APA
182
American Portfolios Advisors
New York
$1.63M +$216K +4,414 +16%
PI
183
PFS Investments
Georgia
$1.61M +$458K +9,351 +41%
HI
184
HBK Investments
Texas
$1.6M +$1.56M +31,840 New
BW
185
Bison Wealth
Georgia
$1.59M -$10.5K -214 -0.7%
ARMC
186
American Research & Management Company
Massachusetts
$1.57M +$1.16M +23,741 +310%
AIP
187
Ahrens Investment Partners
Louisiana
$1.57M -$3.87K -79 -0.3%
BKA
188
Brick & Kyle Associates
Pennsylvania
$1.57M -$147K -3,005 -9%
SF
189
Synovus Financial
Georgia
$1.56M +$530K +10,820 +53%
CWA
190
Cypress Wealth Advisors
California
$1.56M +$102K +2,080 +7%
CCMW
191
Cypress Capital Management (Wyoming)
Wyoming
$1.56M +$1.42M +29,033 +1,455%
CA
192
Cetera Advisors
Colorado
$1.54M +$403K +8,213 +37%
BCP
193
Berkeley Capital Partners
Georgia
$1.51M +$187K +3,810 +14%
LA
194
LVW Advisors
New York
$1.51M -$126K -2,569 -8%
M&T Bank
195
M&T Bank
New York
$1.49M -$1.94M -39,616 -57%
FPB
196
First PREMIER Bank
South Dakota
$1.43M
KPCM
197
Kings Point Capital Management
New York
$1.43M -$171K -3,489 -11%
CL
198
CPWM LLC
Washington
$1.43M -$37.2K -759 -3%
GWM
199
Greenwich Wealth Management
Connecticut
$1.42M -$95.8K -1,954 -6%
FAAS
200
First Allied Advisory Services
California
$1.42M +$37.7K +769 +3%

AMLP Hedge Fund Activity: Q1 2019 in Review

646 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2019, worth a combined $4.17B — up 6.4% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMLP positions and 60 closed out — a net gain of 10 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $24.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $112M.

  • 646 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2019, up from 645 in Q4 2018.
  • Funds reported $4.17B of Alerian MLP ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 70 funds opened new Alerian MLP ETF positions in Q1 2019 and 60 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $24.7M added.
  • The largest Alerian MLP ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2019.