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iPath Select MLP ETN

20 hedge funds and large institutions have $272M invested in iPath Select MLP ETN in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

5% more capital invested

Capital invested by funds: $259M → $272M (+$12.3M)

0.81% more ownership

Funds ownership: 92.34%93.15% (+0.81%)

5% less funds holding

Funds holding: 2120 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
1
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
$252M +$2.73M +128,215 +1%
EWA
2
Exencial Wealth Advisors
Oklahoma
$5.42M +$82.7K +3,887 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.18M
Morgan Stanley
4
Morgan Stanley
New York
$2.47M +$1.3M +60,988 +113%
Barclays
5
Barclays
United Kingdom
$2.15M
BGA
6
Battery Global Advisors
Massachusetts
$1.26M +$1.24M +58,447 New
BCI
7
Brinker Capital Investments
Pennsylvania
$1.23M +$15.2K +713 +1%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.23M +$15.2K +713 +1%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$521K +$516K +24,276 New
UBS Group
10
UBS Group
Switzerland
$475K
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$437K
AT
12
Arlington Trust
Alabama
$376K +$372K +17,500 New
US Bancorp
13
US Bancorp
Minnesota
$322K
BP
14
BBR Partners
New York
$313K +$310K +14,558 New
RJA
15
Raymond James & Associates
Florida
$233K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$215K
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$37.6K
UB
18
UMB Bank
Missouri
$33.9K -$6.51K -306 -16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9K
GRP
20
Global Retirement Partners
California
$4.3K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$760K -36,256 Closed
Wells Fargo
22
Wells Fargo
California
-$110K -5,260 Closed
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
-$9K -410 Closed
Bessemer Group
24
Bessemer Group
New Jersey
-$8K -400 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$21 -1 Closed

ATMP Hedge Fund Activity: Q4 2023 in Review

20 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iPath Select MLP ETN (ATMP) for Q4 2023, worth a combined $272M — up 4.7% from $259M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ATMP and 4 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.

The largest buyer was CIBC Private Wealth Group, adding an estimated $2.73M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $760K sold.

  • 20 institutional investors held iPath Select MLP ETN (ATMP) as of Q4 2023, down from 21 in Q3 2023.
  • Funds reported $272M of iPath Select MLP ETN stock for Q4 2023, up 4.7% quarter-over-quarter.
  • 4 funds opened new iPath Select MLP ETN positions in Q4 2023 and 5 closed out, a net change of -1 holder.
  • The largest iPath Select MLP ETN buyer in Q4 2023 was CIBC Private Wealth Group, an estimated $2.73M added.
  • The largest iPath Select MLP ETN seller in Q4 2023 was Susquehanna International Group, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2023.