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ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040

28 hedge funds and large institutions have $99.1M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more funds holding

Funds holding: 2528 (+3)

4.18% more ownership

Funds ownership: 65.12%69.3% (+4.2%)

18% less capital invested

Capital invested by funds: $122M → $99.1M (-$22.5M)

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$40.7M -$12.4M -1,160,477 -21%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$30.5M +$8.8M +826,110 +37%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$7.5M -$1.09M -102,511 -11%
NC
4
NBW Capital
Massachusetts
$5.79M -$486K -45,656 -7%
MCM
5
MAI Capital Management
Ohio
$3.35M -$171K -16,075 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$3.1M +$3.54M +331,916 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$2.54M -$442K -41,493 -13%
HT
8
HAP Trading
New York
$944K +$462K +43,361 +75%
Wolverine Trading
9
Wolverine Trading
Illinois
$855K -$175K -16,431 -15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$815K -$103K -9,699 -10%
DT
11
Diversified Trust
Tennessee
$711K -$108K -10,103 -12%
BRWA
12
B. Riley Wealth Advisors
Florida
$673K +$357K +33,492 +107%
QCG
13
Quadrant Capital Group
Ohio
$467K
SAM
14
Selway Asset Management
$243K -$10.7K -1,000 -4%
CPIG
15
Chicago Partners Investment Group
Illinois
$156K -$11.9K -1,117 -6%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$140K
Stifel Financial
17
Stifel Financial
Missouri
$133K -$79.6K -7,472 -34%
Jane Street
18
Jane Street
New York
$123K +$140K +13,132 New
LPL Financial
19
LPL Financial
California
$110K +$125K +11,734 New
SWM
20
Stockman Wealth Management
Montana
$100K -$100K -9,415 -47%
TFA
21
Transamerica Financial Advisors
Florida
$44K -$21.3K -1,996 -30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$34K +$38.6K +3,623 New
PFS
23
Prospera Financial Services
Texas
$27K +$30.4K +2,855 New
Morgan Stanley
24
Morgan Stanley
New York
$19K -$20.9K -1,964 -49%
CA
25
Clearstead Advisors
Ohio
$13K +$14.4K +1,347 New

MLPB Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) for Q3 2020, worth a combined $99.1M — down 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MLPB positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 14 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $8.8M. The largest seller was Wells Fargo, cutting an estimated $12.4M.

  • 28 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q3 2020, up from 25 in Q2 2020.
  • Funds reported $99.1M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q3 2020, down 18% quarter-over-quarter.
  • 7 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q3 2020 was CIBC Private Wealth Group, an estimated $8.8M added.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q3 2020 was Wells Fargo, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2020.