We are live on ! Find out more
AMLP icon

Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% more ownership

Funds ownership: 9.09%9.36% (+0.27%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

2% less capital invested

Capital invested by funds: $3.92B → $3.83B (-$88M)

3% less funds holding

Funds holding: 629613 (-16)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

47% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $47.3M

Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.44%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
201
First Allied Advisory Services
California
$1.14M -$28.9K -612 -2%
IFWM
202
Institute for Wealth Management
Colorado
$1.13M +$9.22K +195 +0.8%
SRSA
203
S.R. Schill & Associates
Washington
$1.13M +$96.2K +2,034 +9%
KA
204
Kovack Advisors
Florida
$1.09M +$107K +2,254 +10%
WIC
205
Whitegate Investment Counselors
New Hampshire
$1.08M -$47.6K -1,007 -4%
HCMT
206
Highland Capital Management (Tennessee)
Tennessee
$1.07M -$4.63K -98 -0.4%
BAC
207
Boys Arnold & Co
North Carolina
$1.07M -$4.45K -94 -0.4%
RJT
208
Raymond James Trust
Florida
$1.02M -$228K -4,822 -18%
AIM
209
Anchor Investment Management
South Carolina
$1.02M +$28K +593 +3%
APP
210
Avantax Planning Partners
Iowa
$1.01M +$293K +6,188 +39%
TNBTD
211
Trustmark National Bank Trust Department
Mississippi
$1.01M -$57.7K -1,219 -5%
SSB
212
Sandy Spring Bank
Maryland
$999K +$30.9K +654 +3%
FWM
213
Frontier Wealth Management
Missouri
$997K -$25.6K -542 -2%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$977K +$8.99K +190 +0.9%
GT
215
Glenview Trust
Kentucky
$972K -$14.2K -300 -1%
UCFA
216
United Capital Financial Advisors
Texas
$970K -$40.4K -855 -4%
SB
217
Simmons Bank
Arkansas
$960K -$13.9K -293 -1%
PAS
218
Park Avenue Securities
New York
$957K +$193K +4,087 +24%
1SB
219
1ST Source Bank
Indiana
$948K +$11.4K +240 +1%
GAM
220
Gould Asset Management
California
$937K +$112K +2,376 +13%
AAS
221
Avantax Advisory Services
Texas
$925K +$470K +9,943 +96%
WAM
222
Wolverine Asset Management
Illinois
$914K +$946K +20,000 New
BRWA
223
B. Riley Wealth Advisors
Florida
$907K -$92.6K -1,957 -9%
PA
224
Pinnacle Associates
New York
$895K -$35K -741 -4%
WP
225
WMS Partners
Maryland
$879K -$73.8K -1,560 -8%

AMLP Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2019, worth a combined $3.83B — down 2.2% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of AMLP and 55 opened new positions — a net loss of 11 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Creative Planning, adding an estimated $112M. The largest seller was Goldman Sachs, cutting an estimated $125M.

  • 613 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2019, down from 629 in Q2 2019.
  • Funds reported $3.83B of Alerian MLP ETF stock for Q3 2019, down 2.2% quarter-over-quarter.
  • 55 funds opened new Alerian MLP ETF positions in Q3 2019 and 66 closed out, a net change of -11 holders.
  • The largest Alerian MLP ETF buyer in Q3 2019 was Creative Planning, an estimated $112M added.
  • The largest Alerian MLP ETF seller in Q3 2019 was Goldman Sachs, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2019.