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Alerian MLP ETF

457 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 157 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $261M | Put options by funds: $93.3M

61% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 51

18% more capital invested

Capital invested by funds: $1.91B → $2.26B (+$348M)

7% more funds holding

Funds holding: 429457 (+28)

8% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 146

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.22% less ownership

Funds ownership: 45.86%45.64% (-0.22%)

Holders
457
Holders Change
+28
Holders Change %
+6.53%
% of All Funds
8.02%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
82
Increased
157
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Centaurus Financial
California
$595K -$55K -1,882 -9%
APA
202
American Portfolios Advisors
New York
$589K +$418K +14,311 +285%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$587K -$68K -2,329 -11%
DAC
204
Dividend Assets Capital
South Carolina
$583K -$82.9K -2,838 -13%
GW
205
GW & Wade
Massachusetts
$574K +$26.5K +909 +5%
KP
206
Keel Point
Alabama
$572K -$53K -1,816 -9%
NWM
207
Northwest Wealth Management
Iowa
$572K -$52.9K -1,813 -9%
AC
208
Aristides Capital
Kentucky
$567K +$543K +18,605 New
RJT
209
Raymond James Trust
Florida
$566K +$151K +5,184 +39%
KMWM
210
Keudell/Morrison Wealth Management
Oregon
$564K -$876 -30 -0.2%
SFA
211
Sequoia Financial Advisors
Ohio
$564K +$5.93K +203 +1%
CDH
212
Charles D. Hyman
$556K -$32.7K -1,120 -6%
AAS
213
Avantax Advisory Services
Texas
$556K -$1.31K -45 -0.2%
RSWM
214
Robertson Stephens Wealth Management
California
$547K +$81.1K +2,776 +18%
OIA
215
OneDigital Investment Advisors
Kansas
$535K
BG
216
Bollard Group
Massachusetts
$534K +$511K +17,500 New
ICM
217
Islay Capital Management
Texas
$520K +$216K +7,391 +77%
DBIA
218
Dumont & Blake Investment Advisors
New Jersey
$517K
WB
219
WesBanco Bank
West Virginia
$517K +$495K +16,939 New
MFA
220
Mayflower Financial Advisors
Massachusetts
$516K +$92.5K +3,167 +23%
IA
221
IFP Advisors
Florida
$510K -$78.7K -2,696 -14%
Prudential Financial
222
Prudential Financial
New Jersey
$510K +$38.5K +1,318 +9%
NRI
223
NFP Retirement Inc
California
$510K +$15.3K +523 +3%
CAN
224
Cetera Advisor Networks
California
$507K -$98.4K -3,371 -17%
FFA
225
Fi3 Financial Advisors
Indiana
$507K +$486K +16,629 New

AMLP Hedge Fund Activity: Q1 2021 in Review

457 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2021, worth a combined $2.26B — up 18% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 51 closed out — a net gain of 31 holders — while 157 added to existing stakes and 146 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $23.3M. The largest seller was Goldman Sachs, cutting an estimated $53.2M.

  • 457 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2021, up from 429 in Q4 2020.
  • Funds reported $2.26B of Alerian MLP ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2021 and 51 closed out, a net change of +31 holders.
  • The largest Alerian MLP ETF buyer in Q1 2021 was Royal Bank of Canada, an estimated $23.3M added.
  • The largest Alerian MLP ETF seller in Q1 2021 was Goldman Sachs, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2021.