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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
Mariner
176
Mariner
Kansas
$976K +$90.3K +2,631 +11%
SIC
177
Salem Investment Counselors
North Carolina
$968K +$109K +3,180 +14%
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$939K
BG
179
Bollard Group
Massachusetts
$937K +$283K +8,243 +47%
V
180
Veritable
Delaware
$936K
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$918K +$865K +25,200 New
Walleye Trading
182
Walleye Trading
New York
$910K +$858K +24,998 New
CAN
183
Cetera Advisor Networks
California
$890K +$269K +7,828 +47%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$889K -$42.9K -1,249 -5%
PAS
185
Park Avenue Securities
New York
$864K -$10.4K -303 -1%
TPCW
186
TD Private Client Wealth
New York
$858K +$76.6K +2,231 +10%
IAIM
187
International Assets Investment Management
Florida
$855K -$551K -16,069 -41%
Marshall Wace
188
Marshall Wace
United Kingdom
$851K +$802K +23,366 New
GAM
189
Gould Asset Management
California
$839K -$138K -4,025 -15%
NSIM
190
North Star Investment Management
Illinois
$828K +$628K +18,300 +412%
RFC
191
Regions Financial Corp
Alabama
$826K +$66.3K +1,931 +9%
UCFA
192
United Capital Financial Advisors
Texas
$809K -$26K -758 -3%
RC
193
RegentAtlantic Capital
New Jersey
$795K +$456K +13,300 +156%
CCMW
194
Cypress Capital Management (Wyoming)
Wyoming
$783K +$720K +20,997 +4,199%
PFPT
195
Pinnacle Financial Partners (Tennessee)
Tennessee
$781K +$736K +21,440 New
PWA
196
Pinnacle Wealth Advisors
Tennessee
$781K +$736K +21,440 New
VCM
197
Vivaldi Capital Management
Illinois
$768K +$2.71K +79 +0.3%
BWCS
198
Beirne Wealth Consulting Services
Connecticut
$759K +$716K +20,873 New
IA
199
IFP Advisors
Florida
$757K +$138K +4,011 +24%
GL
200
Graypoint LLC
New York
$743K +$298K +8,697 +74%

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.