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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
WIC
201
Whitegate Investment Counselors
New Hampshire
$1.4M -$32.4K -660 -2%
AWA
202
Arete Wealth Advisors
Illinois
$1.39M +$524K +10,691 +63%
UCMOK
203
United Capital Management of KS
Kansas
$1.36M +$59.7K +1,218 +5%
TSS
204
Two Sigma Securities
New York
$1.36M +$1.1M +22,476 +482%
S
205
SignatureFD
Georgia
$1.36M -$929K -18,943 -41%
CAN
206
Cetera Advisor Networks
California
$1.35M +$539K +10,999 +69%
RJT
207
Raymond James Trust
Florida
$1.34M +$77.4K +1,578 +6%
SRSA
208
S.R. Schill & Associates
Washington
$1.33M +$98.1K +2,000 +8%
CW
209
Cobiz Wealth
Colorado
$1.33M +$181K +3,697 +16%
CA
210
Cornerstone Advisory
Maryland
$1.3M -$252K -5,137 -17%
FF
211
Friedenthal Financial
New Jersey
$1.29M +$204K +4,154 +19%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$1.25M
WCM
213
Weik Capital Management
Pennsylvania
$1.25M -$4.9K -100 -0.4%
WIC
214
Woodmont Investment Counsel
Tennessee
$1.25M -$58.4K -1,191 -5%
D.E. Shaw & Co
215
D.E. Shaw & Co
New York
$1.23M +$1.2M +24,508 New
IFWM
216
Institute for Wealth Management
Colorado
$1.22M -$13.8K -281 -1%
MTIM
217
Marathon Trading Investment Management
Pennsylvania
$1.21M -$770K -15,700 -39%
SC
218
Scotia Capital
Ontario, Canada
$1.21M +$1.08M +22,080 +1,054%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$1.21M -$6.13K -125 -0.5%
BAC
220
Boys Arnold & Co
North Carolina
$1.18M +$424K +8,651 +58%
UR
221
USCA RIA
Texas
$1.18M -$255K -5,206 -18%
IWA
222
IBEX Wealth Advisors
New Jersey
$1.17M +$660K +13,465 +136%
GAM
223
Griffin Asset Management
New York
$1.14M +$1.91K +39 +0.2%
FTS
224
Fifth Third Securities
Ohio
$1.13M -$67.7K -1,381 -6%
WPW
225
Waldron Private Wealth
Pennsylvania
$1.12M -$343K -7,004 -24%

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.