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InfraCap MLP ETF

61 hedge funds and large institutions have $51.7M invested in InfraCap MLP ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $51.4M → $51.7M (+$260K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.11% less ownership

Funds ownership: 0.94%0.83% (-0.11%)

9% less funds holding

Funds holding: 6761 (-6)

50% less call options, than puts

Call options by funds: $1M | Put options by funds: $2M

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
28
Reduced
15
Closed
11
Calls
$1M
Puts
$2M
Net Calls
-$1M
Net Calls Change
-$731K
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$26M +$687K +9,259 +3%
ICA
2
Infrastructure Capital Advisors
New York
$3.52M +$305K +4,113 +9%
CC
3
Cedar Capital
Illinois
$3.19M -$430K -5,801 -12%
LPL Financial
4
LPL Financial
California
$1.73M -$39.5K -533 -2%
CI
5
Cavalier Investments
Georgia
$1.6M +$1.31M +17,639 +409%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.46M +$26.5K +357 +2%
GFPC
7
Global Financial Private Capital
Florida
$1.13M +$183K +2,468 +19%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.12M +$121K +1,638 +12%
MFG
9
Merit Financial Group
Georgia
$1.07M +$2.82K +38 +0.3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$949K +$125K +1,690 +15%
Wolverine Trading
11
Wolverine Trading
Illinois
$884K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$842K +$11.6K +157 +1%
SWM
13
Stockman Wealth Management
Montana
$629K +$180K +2,433 +39%
CAN
14
Cetera Advisor Networks
California
$562K -$54.1K -730 -9%
PAG
15
Private Advisor Group
New Jersey
$520K +$200K +2,696 +60%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$499K +$251K +3,390 +99%
MML Investors Services
17
MML Investors Services
Massachusetts
$494K -$6.3K -85 -1%
Creative Planning
18
Creative Planning
Kansas
$455K +$16.4K +221 +4%
BW
19
Bison Wealth
Georgia
$449K -$38K -512 -8%
CA
20
Cetera Advisors
Colorado
$443K -$194K -2,610 -30%
SAM
21
Stansberry Asset Management
Texas
$435K +$62.1K +838 +16%
Group One Trading
22
Group One Trading
Illinois
$384K -$30.3K -409 -7%
Jane Street
23
Jane Street
New York
$327K -$427K -5,755 -56%
HighTower Advisors
24
HighTower Advisors
Illinois
$288K +$102K +1,376 +54%
SF
25
Synovus Financial
Georgia
$271K +$26.9K +363 +11%

AMZA Hedge Fund Activity: Q2 2018 in Review

61 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in InfraCap MLP ETF (AMZA) for Q2 2018, worth a combined $51.7M — up 0.51% from $51.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AMZA and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 28 added.

The largest buyer was Cavalier Investments, adding an estimated $1.31M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $3.58M sold.

  • 61 institutional investors held InfraCap MLP ETF (AMZA) as of Q2 2018, down from 67 in Q1 2018.
  • Funds reported $51.7M of InfraCap MLP ETF stock for Q2 2018, up 0.51% quarter-over-quarter.
  • 5 funds opened new InfraCap MLP ETF positions in Q2 2018 and 11 closed out, a net change of -6 holders.
  • The largest InfraCap MLP ETF buyer in Q2 2018 was Cavalier Investments, an estimated $1.31M added.
  • The largest InfraCap MLP ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $3.58M sold.

Based on aggregated 13F filings for Q2 2018.