We are live on ! Find out more
AMZA icon

InfraCap MLP ETF

38 hedge funds and large institutions have $27.6M invested in InfraCap MLP ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

157% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $680K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.78% less ownership

Funds ownership: 11.2%8.43% (-2.8%)

10% less funds holding

Funds holding: 4238 (-4)

41% less capital invested

Capital invested by funds: $47M → $27.6M (-$19.4M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
5
Closed
6
Calls
$1.75M
Puts
$680K
Net Calls
+$1.07M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$4.68M +$79.8K +2,331 +2%
GG
2
Golden Green
South Carolina
$3.82M +$105K +3,080 +3%
IFG
3
Independent Financial Group
California
$3.54M +$50.7K +1,483 +1%
LPL Financial
4
LPL Financial
California
$2.66M +$694K +20,294 +36%
NA
5
NewEdge Advisors
Louisiana
$2.09M -$49.4K -1,444 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.77M +$1.27M +36,975 +272%
ICA
7
Infrastructure Capital Advisors
New York
$1.69M +$314K +9,185 +23%
Mariner
8
Mariner
Kansas
$1.59M +$246K +7,197 +19%
BWCS
9
Beirne Wealth Consulting Services
Connecticut
$1.28M
Osaic Holdings
10
Osaic Holdings
Arizona
$973K +$230K +6,717 +32%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$959K -$6.3M -184,100 -87%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$309K
BC
13
Bartlett & Co
Ohio
$309K
APWA
14
Atlas Private Wealth Advisors
New Jersey
$285K -$19.6K -574 -7%
KA
15
Kovack Advisors
Florida
$235K
AWS
16
Atria Wealth Solutions
New York
$226K +$4.48K +131 +2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$225K
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$220K +$376 +11 +0.2%
CG
19
Cutler Group
California
$157K +$154K +4,500 New
TAM
20
Tucker Asset Management
Colorado
$89.1K +$77K +2,249 +750%
HI
21
Harbour Investments
Wisconsin
$73.2K
JP Morgan Chase
22
JP Morgan Chase
New York
$72.8K -$5.61K -164 -7%
TWM
23
Tradition Wealth Management
Minnesota
$52K +$1.06K +31 +2%
AIC
24
Archer Investment Corporation
Indiana
$41.5K
Morgan Stanley
25
Morgan Stanley
New York
$39.5K +$13.3K +388 +52%

AMZA Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InfraCap MLP ETF (AMZA) for Q3 2023, worth a combined $27.6M — down 41% from $47M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AMZA and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 18 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.27M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $15.8M sold.

  • 38 institutional investors held InfraCap MLP ETF (AMZA) as of Q3 2023, down from 42 in Q2 2023.
  • Funds reported $27.6M of InfraCap MLP ETF stock for Q3 2023, down 41% quarter-over-quarter.
  • 3 funds opened new InfraCap MLP ETF positions in Q3 2023 and 6 closed out, a net change of -3 holders.
  • The largest InfraCap MLP ETF buyer in Q3 2023 was Cambridge Investment Research Advisors, an estimated $1.27M added.
  • The largest InfraCap MLP ETF seller in Q3 2023 was Arete Wealth Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2023.