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iPath Select MLP ETN

18 hedge funds and large institutions have $171M invested in iPath Select MLP ETN in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $152M → $171M (+$18.7M)

0.34% more ownership

Funds ownership: 87.16%87.5% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 2018 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$142M +$1.63M +105,582 +1%
AP
2
Arlington Partners
Alabama
$10.9M -$9.52M -615,002 -48%
Barclays
3
Barclays
United Kingdom
$4.17M -$1.55M -100,000 -28%
EWA
4
Exencial Wealth Advisors
Oklahoma
$4.03M +$95.8K +6,188 +3%
UBS Group
5
UBS Group
Switzerland
$3.22M -$2.35M -151,709 -44%
Northern Trust
6
Northern Trust
Illinois
$2.76M -$30.7K -1,984 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M
BCI
8
Brinker Capital Investments
Pennsylvania
$966K +$8.65K +559 +1%
EIP
9
Ellis Investment Partners
Pennsylvania
$642K +$522K +33,743 +658%
RVPG
10
Relative Value Partners Group
$375K +$4.58K +296 +1%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$346K -$19.2K -1,238 -6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$336K +$315K +20,340 New
US Bancorp
13
US Bancorp
Minnesota
$248K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$193K -$955K -61,675 -84%
BWA
15
BDO Wealth Advisors
Florida
$65K
Morgan Stanley
16
Morgan Stanley
New York
$14K +$13.3K +859 New
GRP
17
Global Retirement Partners
California
$3K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$3K +$2.56K +165 New
BBHC
19
Brown Brothers Harriman & Co
New York
-$243 -17,750 Closed
ACP
20
Arcus Capital Partners
Georgia
-$164K -11,967 Closed
WTC
21
WhitTier Trust Company
Nevada
-$21K -1,519 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$17K -1,224 Closed
WAP
23
Wealthcare Advisory Partners
Pennsylvania
-$3K -244 Closed

ATMP Hedge Fund Activity: Q2 2021 in Review

18 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iPath Select MLP ETN (ATMP) for Q2 2021, worth a combined $171M — up 12% from $152M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ATMP and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $1.63M. The largest seller was Arlington Partners, cutting an estimated $9.52M.

  • 18 institutional investors held iPath Select MLP ETN (ATMP) as of Q2 2021, down from 20 in Q1 2021.
  • Funds reported $171M of iPath Select MLP ETN stock for Q2 2021, up 12% quarter-over-quarter.
  • 3 funds opened new iPath Select MLP ETN positions in Q2 2021 and 5 closed out, a net change of -2 holders.
  • The largest iPath Select MLP ETN buyer in Q2 2021 was CIBC Private Wealth Group, an estimated $1.63M added.
  • The largest iPath Select MLP ETN seller in Q2 2021 was Arlington Partners, an estimated $9.52M sold.

Based on aggregated 13F filings for Q2 2021.