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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$1.19M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$829K |
| 3 |
EH
Equitable Holdings
New York
|
+$556K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$469K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.97M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$261K |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$99.3K |
| 4 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$71.1K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$57.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $18 | – | – | – |
|
|
APWA
52
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$261K | -7,381 | Closed |
|
|
TWM
53
Tradition Wealth Management
Edina,
Minnesota
| – | -$51K | -1,454 | Closed |
|
54
Citadel Advisors
Miami,
Florida
| – | -$32.9K | -869 | Closed |
|
|
PS
55
Principal Securities
Des Moines,
Iowa
| – | -$13.4K | -379 | Closed |
|
|
CG
56
Cutler Group
San Francisco,
California
| – | -$9.61K | -254 | Closed |
|
|
WWM
57
Wolff Wiese Magana
Carslbad,
California
| – | -$6.18K | -175 | Closed |
|
|
CAM
58
Chesapeake Asset Management
New York
| – | -$4.42K | -125 | Closed |
|
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.