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iPath Select MLP ETN

18 hedge funds and large institutions have $201M invested in iPath Select MLP ETN in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $159M → $201M (+$42.1M)

1.96% more ownership

Funds ownership: 91.2%93.16% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

10% less funds holding

Funds holding: 2018 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
5
Closed
4
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
$182M +$12.5M +713,385 +8%
EWA
2
Exencial Wealth Advisors
Oklahoma
$4.93M +$239K +13,688 +5%
Barclays
3
Barclays
United Kingdom
$4.7M
UBS Group
4
UBS Group
Switzerland
$3.95M +$1.36K +78 +0%
Northern Trust
5
Northern Trust
Illinois
$1.24M -$832K -47,629 -42%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.13M +$9.42K +539 +0.9%
EIP
7
Ellis Investment Partners
Pennsylvania
$719K -$44.2K -2,531 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$570K -$555K -31,758 -51%
RVPG
9
Relative Value Partners Group
$441K +$5.26K +301 +1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$433K
Lido Advisors
11
Lido Advisors
California
$404K
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$391K
US Bancorp
13
US Bancorp
Minnesota
$280K
UB
14
UMB Bank
Missouri
$59K
BWA
15
BDO Wealth Advisors
Florida
$33K -$38.4K -2,200 -56%
Osaic Holdings
16
Osaic Holdings
Arizona
$27K +$24.8K +1,420 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8K -$928K -53,137 -99%
GRP
18
Global Retirement Partners
California
$4K +$3.49K +200 New
RC
19
RegentAtlantic Capital
New Jersey
-$452K -29,116 Closed
Jane Street
20
Jane Street
New York
-$220K -14,137 Closed
AP
21
Arlington Partners
Alabama
-$59K -3,804 Closed
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
-$3K -165 Closed

ATMP Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iPath Select MLP ETN (ATMP) for Q1 2022, worth a combined $201M — up 27% from $159M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ATMP and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $12.5M. The largest seller was Royal Bank of Canada, cutting an estimated $928K.

  • 18 institutional investors held iPath Select MLP ETN (ATMP) as of Q1 2022, down from 20 in Q4 2021.
  • Funds reported $201M of iPath Select MLP ETN stock for Q1 2022, up 27% quarter-over-quarter.
  • 2 funds opened new iPath Select MLP ETN positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest iPath Select MLP ETN buyer in Q1 2022 was CIBC Private Wealth Group, an estimated $12.5M added.
  • The largest iPath Select MLP ETN seller in Q1 2022 was Royal Bank of Canada, an estimated $928K sold.

Based on aggregated 13F filings for Q1 2022.