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InfraCap MLP ETF
AMZA

50 hedge funds and large institutions have $35.4M invested in InfraCap MLP ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

59% more call options, than puts

Call options by funds: $899K | Put options by funds: $566K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $30.9M → $35.4M (+$4.46M)

6% more funds holding

Funds holding: 47 → 50 (+3)

0.31% less ownership

Funds ownership: 9.19% → 8.88% (-0.31%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
11
Closed
7
Calls
$899K
Puts
$566K
Net Calls
+$333K
Net Calls Change
-$731K

Top Buyers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
+$1.19M
2
OMC
Old Mission Capital
Illinois
+$829K
3
EH
Equitable Holdings
New York
+$556K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
5
Osaic Holdings
Osaic Holdings
Arizona
+$367K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.97M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$261K
3
FEM
Fulcrum Equity Management
Texas
-$99.3K
4
LCGC
Legacy Capital Group California
California
-$71.1K
5
NA
NewEdge Advisors
Louisiana
-$57.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
26
Global Retirement Partners
California
$109K +$45.2K +1,193 +82%
TAM
27
Tucker Asset Management
Colorado
$95.3K -$4.09K -108 -4%
HI
28
Harbour Investments
Wisconsin
$94.6K +$7.57K +200 +10%
JP Morgan Chase
29
JP Morgan Chase
New York
$84.5K -$2.42K -64 -3%
AIC
30
Archer Investment Corporation
Indiana
$66.7K +$16.4K +432 +36%
Morgan Stanley
31
Morgan Stanley
New York
$55.9K -$5.6K -148 -10%
SIS
32
Sound Income Strategies
Florida
$52K +$47.8K +1,262 New
AA
33
AlphaMark Advisors
Kentucky
$49K +$7.76K +205 +21%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$35K -$4.16K -110 -11%
MIM
35
Macroview Investment Management
Maryland
$34.9K +$2.57K +68 +9%
TSMHT
36
Thurston Springer Miller Herd & Titak
Indiana
$20.6K +$18.9K +500 New
AF
37
Allworth Financial
California
$16.5K +$15.1K +400 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
POIA
39
Pin Oak Investment Advisors
Texas
$12K – – –
FFA
40
Founders Financial Alliance
North Carolina
$7.93K +$227 +6 +3%
TRCT
41
Tower Research Capital (TRC)
New York
$7.46K – – –
CIA
42
Cape Investment Advisory
Georgia
$6.18K +$5.68K +150 New
AP
43
Aspect Partners
Virginia
$4.12K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K +$114 +3 +3%
WWP
45
WR Wealth Planners
Missouri
$3.53K +$3.25K +86 New
CA
46
CoreCap Advisors
Michigan
$2.47K +$2.27K +60 New
BWL
47
Bogart Wealth LLC
Virginia
$1.85K – – –
S
48
SignatureFD
Georgia
$1.76K +$76 +2 +5%
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.3K +$76 +2 +7%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$41 – – –
1
2
3

AMZA Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InfraCap MLP ETF (AMZA) for Q1 2024, worth a combined $35.4M — up 14% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AMZA positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $1.19M. The largest seller was LPL Financial, cutting an estimated $3.97M.

  • 50 institutional investors held InfraCap MLP ETF (AMZA) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $35.4M of InfraCap MLP ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 11 funds opened new InfraCap MLP ETF positions in Q1 2024 and 7 closed out, a net change of +4 holders.
  • The largest InfraCap MLP ETF buyer in Q1 2024 was Wolverine Trading, an estimated $1.19M added.
  • The largest InfraCap MLP ETF seller in Q1 2024 was LPL Financial, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2024.