Alerian MLP ETF
AMLP
629 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 64 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 230
0.05% more ownership
Funds ownership: 9.04% → 9.09% (+0.05%)
3% less funds holding
Funds holding: 646 → 629 (-17)
3% less funds holding in top 10
Funds holding in top 10: 30 → 29 (-1)
6% less capital invested
Capital invested by funds: $4.17B → $3.92B (-$259M)
11% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 64
24% less call options, than puts
Call options by funds: $26.5M | Put options by funds: $34.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Hershey Trust Company
Hershey,
Pennsylvania
|
+$50.4M |
| 2 |
Goldman Sachs
New York
|
+$43.6M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$31M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$18.9M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$172M |
| 2 |
Morgan Stanley
New York
|
-$46.3M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$23.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$12.4M |
AMLP Hedge Fund Activity: Q2 2019 in Review
629 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2019, worth a combined $3.92B — down 6.2% from $4.17B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of AMLP and 57 opened new positions — a net loss of 7 holders — while 230 trimmed existing stakes and 233 added.
The largest buyer was Hershey Trust Company, opening a new position worth an estimated $50.4M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $172M sold.
- 629 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2019, down from 646 in Q1 2019.
- Funds reported $3.92B of Alerian MLP ETF stock for Q2 2019, down 6.2% quarter-over-quarter.
- 57 funds opened new Alerian MLP ETF positions in Q2 2019 and 64 closed out, a net change of -7 holders.
- The largest Alerian MLP ETF buyer in Q2 2019 was Hershey Trust Company, an estimated $50.4M added.
- The largest Alerian MLP ETF seller in Q2 2019 was Charles Schwab Investment Advisory, an estimated $172M sold.
Based on aggregated 13F filings for Q2 2019.