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AMU

ETRACS Alerian MLP Index ETN
AMU

Delisted

AMU was delisted on the 23rd of November, 2020.

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44 hedge funds and large institutions have $172M invested in ETRACS Alerian MLP Index ETN in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more funds holding

Funds holding: 42 → 44 (+2)

21% less capital invested

Capital invested by funds: $217M → $172M (-$44.9M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
+$9.43M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.55M
3
CCM
Chickasaw Capital Management
Tennessee
+$1.81M
4
FCBT
First Citizens Bank & Trust
North Carolina
+$1.76M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.43M
2
EGA
Eagle Global Advisors
Texas
-$7.65M
3
VF
Virtu Financial
New York
-$3.71M
4
UIC
Uniplan Investment Counsel
Wisconsin
-$2.51M
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$191K -$80.8K -5,081 -27%
Morgan Stanley
27
Morgan Stanley
New York
$189K -$66.5K -4,180 -24%
SI
28
Stephens Inc
Arkansas
$176K -$24.2K -1,520 -11%
Mariner
29
Mariner
Kansas
$176K – – –
CPA
30
Capital Planning Advisors
California
$173K +$196K +12,330 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$163K +$186K +11,677 New
AC
32
Alexandria Capital
Virginia
$146K +$166K +10,438 New
BBHC
33
Brown Brothers Harriman & Co
New York
$131K +$148K +9,330 New
IFAM
34
Institutional & Family Asset Management
Colorado
$116K – – –
Bessemer Group
35
Bessemer Group
New Jersey
$64K – – –
IA
36
IFP Advisors
Florida
$56K -$20.9K -1,315 -25%
BL
37
Balentine LLC
Georgia
$31K – – –
CCM
38
Covington Capital Management
California
$25K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$21K +$6.2K +390 +36%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$21K +$8.4K +528 +54%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$6K – – –
WTC
42
WhitTier Trust Company
Nevada
$6K +$6.36K +400 New
Citigroup
43
Citigroup
New York
$4K +$4.77K +300 New
Bank of America
44
Bank of America
North Carolina
$1K – – –
VF
45
Virtu Financial
New York
– -$3.71M -215,141 Closed
Wolverine Trading
46
Wolverine Trading
Illinois
– -$2.04M -118,024 Closed
FTUS
47
Flow Traders U.S.
New York
– -$950K -55,076 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
– -$216K -12,500 Closed
PAS
49
Park Avenue Securities
New York
– -$199K -11,308 Closed
MSA
50
Marino Stram & Associates
Massachusetts
– -$117K -6,780 Closed
1
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AMU Hedge Fund Activity: Q4 2018 in Review

44 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ETRACS Alerian MLP Index ETN (AMU) for Q4 2018, worth a combined $172M — down 21% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AMU positions and 9 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $9.43M. The largest seller was Wells Fargo, cutting an estimated $8.43M.

  • 44 institutional investors held ETRACS Alerian MLP Index ETN (AMU) as of Q4 2018, up from 42 in Q3 2018.
  • Funds reported $172M of ETRACS Alerian MLP Index ETN stock for Q4 2018, down 21% quarter-over-quarter.
  • 11 funds opened new ETRACS Alerian MLP Index ETN positions in Q4 2018 and 9 closed out, a net change of +2 holders.
  • The largest ETRACS Alerian MLP Index ETN buyer in Q4 2018 was Aspiriant LLC, an estimated $9.43M added.
  • The largest ETRACS Alerian MLP Index ETN seller in Q4 2018 was Wells Fargo, an estimated $8.43M sold.

Based on aggregated 13F filings for Q4 2018.