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InfraCap MLP ETF

30 hedge funds and large institutions have $24M invested in InfraCap MLP ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $3.67M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 8.8%8.19% (-0.61%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

15% less capital invested

Capital invested by funds: $28.3M → $24M (-$4.28M)

35% less funds holding

Funds holding: 4630 (-16)

94% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 16

Holders
30
Holders Change
-16
Holders Change %
-34.78%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
10
Reduced
11
Closed
16
Calls
$4.26M
Puts
$3.67M
Net Calls
+$586K
Net Calls Change
+$785K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.2M -$1.17M -44,241 -18%
GG
2
Golden Green
South Carolina
$4.62M -$951K -36,034 -17%
ICA
3
Infrastructure Capital Advisors
New York
$2.92M +$169K +6,400 +9%
IFG
4
Independent Financial Group
California
$2.81M +$313K +11,862 +12%
EH
5
Equitable Holdings
New York
$1.85M +$392K +14,869 +27%
OMC
6
Old Mission Capital
Illinois
$1.51M +$524K +19,871 +52%
LPL Financial
7
LPL Financial
California
$1.31M +$513K +19,440 +63%
BWCS
8
Beirne Wealth Consulting Services
Connecticut
$917K +$219K +8,292 +31%
RIM
9
Regent Investment Management
Kentucky
$804K
APW
10
Aurora Private Wealth
New Jersey
$541K +$7.92K +300 +1%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$411K -$66K -2,500 -14%
APA
12
American Portfolios Advisors
New York
$371K
Citadel Advisors
13
Citadel Advisors
Florida
$270K +$273K +10,345 New
Morgan Stanley
14
Morgan Stanley
New York
$101K -$369 -14 -0.4%
Osaic Holdings
15
Osaic Holdings
Arizona
$91K -$1.58K -60 -2%
HI
16
Harbour Investments
Wisconsin
$75K +$1.87K +71 +3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$70K
JPLA
18
Joseph P. Lucia & Associates
New York
$52K -$7.92K -300 -13%
TWM
19
Tradition Wealth Management
Minnesota
$33K +$818 +31 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$20K +$5.2K +197 +34%
AWM
21
Accel Wealth Management
Iowa
$14K -$2.64K -100 -16%
VRM
22
Vectors Research Management
New York
$13K -$35.6K -1,350 -73%
CG
23
Cutler Group
California
$10K -$5.28K -200 -33%
POIA
24
Pin Oak Investment Advisors
Texas
$7K
TRCT
25
Tower Research Capital (TRC)
New York
$5K -$5.28K -200 -52%

AMZA Hedge Fund Activity: Q3 2021 in Review

30 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in InfraCap MLP ETF (AMZA) for Q3 2021, worth a combined $24M — down 15% from $28.3M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of AMZA and 1 opened new positions — a net loss of 15 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Old Mission Capital, adding an estimated $524K. The largest seller was Susquehanna International Group, cutting an estimated $1.17M.

  • 30 institutional investors held InfraCap MLP ETF (AMZA) as of Q3 2021, down from 46 in Q2 2021.
  • Funds reported $24M of InfraCap MLP ETF stock for Q3 2021, down 15% quarter-over-quarter.
  • 1 fund opened new InfraCap MLP ETF positions in Q3 2021 and 16 closed out, a net change of -15 holders.
  • The largest InfraCap MLP ETF buyer in Q3 2021 was Old Mission Capital, an estimated $524K added.
  • The largest InfraCap MLP ETF seller in Q3 2021 was Susquehanna International Group, an estimated $1.17M sold.

Based on aggregated 13F filings for Q3 2021.