InfraCap MLP ETF
AMZA
27 hedge funds and large institutions have $16.8M invested in InfraCap MLP ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
62% more capital invested
Capital invested by funds: $10.4M → $16.8M (+$6.41M)
50% more funds holding
Funds holding: 18 → 27 (+9)
0.1% more ownership
Funds ownership: 0.91% → 1.01% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$944K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$709K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$527K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$411K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$172K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$74.8K |
| 3 |
CC
Cedar Capital
Barrington,
Illinois
|
-$72.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $4K | +$4.13K | +38 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$1.85K | +17 | New |
|
|
SPC
28
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$172K | -1,487 | Closed |
|
|
29
Wells Fargo
San Francisco,
California
| – | -$6K | -49 | Closed |
|
AMZA Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in InfraCap MLP ETF (AMZA) for Q4 2016, worth a combined $16.8M — up 62% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AMZA positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $944K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $172K sold.
- 27 institutional investors held InfraCap MLP ETF (AMZA) as of Q4 2016, up from 18 in Q3 2016.
- Funds reported $16.8M of InfraCap MLP ETF stock for Q4 2016, up 62% quarter-over-quarter.
- 11 funds opened new InfraCap MLP ETF positions in Q4 2016 and 2 closed out, a net change of +9 holders.
- The largest InfraCap MLP ETF buyer in Q4 2016 was Cetera Advisors, an estimated $944K added.
- The largest InfraCap MLP ETF seller in Q4 2016 was Sigma Planning Corp, an estimated $172K sold.
Based on aggregated 13F filings for Q4 2016.