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

22 hedge funds and large institutions have $142M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $123M → $142M (+$19.1M)

0.18% more ownership

Funds ownership: 63.46%63.64% (+0.18%)

15% less funds holding

Funds holding: 2622 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
13
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
$53.7M -$800K -50,547 -2%
Wells Fargo
2
Wells Fargo
California
$49.9M -$2.15M -136,234 -4%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$12M -$391K -24,730 -3%
NC
4
NBW Capital
Massachusetts
$6.43M -$1.87M -118,024 -24%
MCM
5
MAI Capital Management
Ohio
$5.2M -$253K -15,974 -5%
IMC Chicago
6
IMC Chicago
Illinois
$4.81M +$2.02M +127,857 +82%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$3.11M +$41.9K +2,648 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$1.66M +$855K +54,033 +123%
DT
9
Diversified Trust
Tennessee
$1.1M -$25.8K -1,634 -2%
QCG
10
Quadrant Capital Group
Ohio
$844K
SCA
11
Spearhead Capital Advisors
Florida
$590K +$552K +34,899 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$554K -$454K -28,685 -47%
BRWA
13
B. Riley Wealth Advisors
Florida
$475K -$237 -15 -0.1%
SAM
14
Selway Asset Management
$390K -$31.6K -2,000 -8%
HT
15
HAP Trading
New York
$366K -$312K -19,750 -48%
Jane Street
16
Jane Street
New York
$331K +$310K +19,581 New
Neuberger Berman Group
17
Neuberger Berman Group
New York
$254K
LPL Financial
18
LPL Financial
California
$225K -$2.85K -180 -1%
CWM
19
Cranbrook Wealth Management
Michigan
$32K -$10.1K -639 -25%
TFA
20
Transamerica Financial Advisors
Florida
$32K -$3.19K -202 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$23K +$16.1K +1,020 +291%
UBS Group
22
UBS Group
Switzerland
$3K
Bank of America
23
Bank of America
North Carolina
$1K
Wolverine Trading
24
Wolverine Trading
Illinois
-$1.18M -84,600 Closed
CPIG
25
Chicago Partners Investment Group
Illinois
-$174K -11,849 Closed

MLPB Hedge Fund Activity: Q2 2021 in Review

22 of the 5,745 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 Q2 2021, worth a combined $142M — up 16% from $123M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MLPB and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 4 added.

The largest buyer was IMC Chicago, adding an estimated $2.02M. The largest seller was Wells Fargo, cutting an estimated $2.15M.

  • 22 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q2 2021, down from 26 in Q1 2021.
  • Funds reported $142M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q2 2021, up 16% quarter-over-quarter.
  • 2 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q2 2021 and 5 closed out, a net change of -3 holders.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q2 2021 was IMC Chicago, an estimated $2.02M added.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q2 2021 was Wells Fargo, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2021.