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iPath Select MLP ETN

21 hedge funds and large institutions have $259M invested in iPath Select MLP ETN in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $243M → $259M (+$16.3M)

5% more funds holding

Funds holding: 2021 (+1)

0.67% more ownership

Funds ownership: 91.67%92.34% (+0.67%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
1
Closed
3
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
$243M +$1.74M +83,819 +0.7%
EWA
2
Exencial Wealth Advisors
Oklahoma
$5.2M +$55.5K +2,678 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.1M +$1.95M +94,085 +174%
Barclays
4
Barclays
United Kingdom
$2.1M
BCI
5
Brinker Capital Investments
Pennsylvania
$1.18M +$10.6K +512 +0.9%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.18M +$10.6K +512 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$1.13M +$613K +29,545 +122%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$760K +$72.1K +3,476 +11%
UBS Group
9
UBS Group
Switzerland
$463K -$253K -12,180 -36%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$426K +$422K +20,340 New
US Bancorp
11
US Bancorp
Minnesota
$314K
RJA
12
Raymond James & Associates
Florida
$227K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$210K +$208K +10,026 New
Wells Fargo
14
Wells Fargo
California
$110K
UB
15
UMB Bank
Missouri
$39.5K
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$36.7K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.5K +410 New
Bessemer Group
19
Bessemer Group
New Jersey
$8K +$8.3K +400 New
GRP
20
Global Retirement Partners
California
$4.04K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$21 +$21 +1 New
EIP
22
Ellis Investment Partners
Pennsylvania
-$763K -38,288 Closed
RVPG
23
Relative Value Partners Group
-$253K -12,700 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$3.9K -196 Closed

ATMP Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iPath Select MLP ETN (ATMP) for Q3 2023, worth a combined $259M — up 6.7% from $243M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ATMP positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.95M. The largest seller was Ellis Investment Partners, exiting entirely with an estimated $763K sold.

  • 21 institutional investors held iPath Select MLP ETN (ATMP) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $259M of iPath Select MLP ETN stock for Q3 2023, up 6.7% quarter-over-quarter.
  • 5 funds opened new iPath Select MLP ETN positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest iPath Select MLP ETN buyer in Q3 2023 was JP Morgan Chase, an estimated $1.95M added.
  • The largest iPath Select MLP ETN seller in Q3 2023 was Ellis Investment Partners, an estimated $763K sold.

Based on aggregated 13F filings for Q3 2023.