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MLPI

UBS E-TRACS Alerian MLP Infrastructure ETN

Delisted

MLPI was delisted on the 23rd of November, 2020.

100 hedge funds and large institutions have $1.88B invested in UBS E-TRACS Alerian MLP Infrastructure ETN in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2% more funds holding

Funds holding: 98100 (+2)

4% less capital invested

Capital invested by funds: $1.95B → $1.88B (-$73M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.69%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.3%
New
15
Increased
46
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$701M +$53.6M +1,402,031 +8%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$304M +$15M +391,179 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$195M +$18.1M +473,876 +9%
Bank of America
4
Bank of America
North Carolina
$174M -$3.68M -96,132 -2%
AL
5
Aspiriant LLC
California
$117M +$10.5M +273,679 +9%
HB
6
Homrich & Berg
Georgia
$66M -$1.85M -48,374 -3%
DT
7
Diversified Trust
Tennessee
$43.7M -$6.01M -157,176 -11%
AA
8
Alesco Advisors
New York
$33.2M +$2.45M +64,153 +7%
LPL Financial
9
LPL Financial
California
$31.1M -$287K -7,505 -0.8%
CONA
10
Capital One National Association
New York
$21.9M +$1.36M +35,609 +6%
AWA
11
ARS Wealth Advisors
Florida
$18.7M +$320K +8,354 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.6M +$409K +10,683 +3%
CIA
13
Capital Investment Advisors
Georgia
$13.3M +$705K +18,433 +5%
MFP
14
Mosaic Financial Partners
California
$10.5M +$255K +6,670 +2%
SEIA
15
Signature Estate & Investment Advisors
California
$9.81M +$1.48M +38,648 +16%
Ameriprise
16
Ameriprise
Minnesota
$8.87M +$1.12M +29,151 +13%
IWC
17
Integrated Wealth Counsel
California
$8.18M -$1.2M -31,245 -12%
CS
18
Credit Suisse
Switzerland
$7.75M +$412K +10,756 +5%
CW
19
Cobiz Wealth
Colorado
$6.89M -$187K -4,887 -2%
NC
20
NBW Capital
Massachusetts
$6.59M -$6.04M -157,754 -46%
JFG
21
JMG Financial Group
Illinois
$6.5M +$664K +17,355 +10%
TFA
22
Transamerica Financial Advisors
Florida
$5.51M +$604K +15,787 +11%
CFA
23
Carroll Financial Associates
North Carolina
$5.39M +$4.64M +121,303 +375%
MCM
24
Murphy Capital Management
New Jersey
$4.94M +$2.37M +61,850 +78%
HSA
25
HBK Sorce Advisory
Pennsylvania
$4.72M -$187K -4,895 -4%

MLPI Hedge Fund Activity: Q2 2015 in Review

100 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) for Q2 2015, worth a combined $1.88B — down 3.7% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MLPI positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $53.6M. The largest seller was Spruce Investment Advisors, cutting an estimated $11.4M.

  • 100 institutional investors held UBS E-TRACS Alerian MLP Infrastructure ETN (MLPI) as of Q2 2015, up from 98 in Q1 2015.
  • Funds reported $1.88B of UBS E-TRACS Alerian MLP Infrastructure ETN stock for Q2 2015, down 3.7% quarter-over-quarter.
  • 15 funds opened new UBS E-TRACS Alerian MLP Infrastructure ETN positions in Q2 2015 and 11 closed out, a net change of +4 holders.
  • The largest UBS E-TRACS Alerian MLP Infrastructure ETN buyer in Q2 2015 was Wells Fargo, an estimated $53.6M added.
  • The largest UBS E-TRACS Alerian MLP Infrastructure ETN seller in Q2 2015 was Spruce Investment Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2015.