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Alerian MLP ETF

514 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

14% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $49.8M

2% more funds holding

Funds holding: 505514 (+9)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $2.93B → $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56%50.32% (-1.2%)

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.41%
New
66
Increased
185
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smithbridge Asset Management
Pennsylvania
$837K +$96.6K +2,538 +12%
RC
227
RegentAtlantic Capital
New Jersey
$836K -$4.79K -126 -0.5%
LNWTC
228
Laird Norton Wetherby Trust Company
Washington
$836K
WCM
229
WealthBridge Capital Management
Ohio
$834K
EWA
230
Exencial Wealth Advisors
Oklahoma
$832K +$1.56K +41 +0.2%
FCFC
231
First Commonwealth Financial Corp
Pennsylvania
$827K -$77.1K -2,027 -8%
SPC
232
Sigma Planning Corp
Michigan
$824K -$109K -2,857 -11%
AA
233
Altman Advisors
Illinois
$808K +$841K +22,097 New
IWC
234
Integrated Wealth Concepts
Massachusetts
$798K -$31.3K -823 -4%
Cerity Partners
235
Cerity Partners
New York
$778K -$2.55M -66,900 -76%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$763K -$3.5K -92 -0.4%
FPCP
237
Fort Point Capital Partners
California
$759K -$69.2K -1,818 -8%
GI
238
GAMCO Investors
Connecticut
$747K +$457 +12 +0.1%
OIA
239
OneDigital Investment Advisors
Kansas
$739K -$18.2K -477 -2%
BCM
240
Barometer Capital Management
Ontario, Canada
$736K +$780K +20,500 New
CCA
241
Childress Capital Advisors
Texas
$734K -$224K -5,884 -23%
MGAM
242
McGowan Group Asset Management
Texas
$733K +$152 +4 +0%
BAM
243
BTS Asset Management
Massachusetts
$733K +$182K +4,790 +32%
GAM
244
Gould Asset Management
California
$726K -$59.6K -1,567 -7%
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
$723K +$67.3K +1,768 +10%
BP
246
BBR Partners
New York
$722K
BW
247
Bison Wealth
Georgia
$720K -$1.56K -41 -0.2%
FAM
248
Flaharty Asset Management
Florida
$718K +$318K +8,360 +74%
MSAM
249
Moloney Securities Asset Management
Missouri
$716K +$745K +19,579 New
SC
250
Sierra Capital
Florida
$713K +$295K +7,757 +66%

AMLP Hedge Fund Activity: Q3 2022 in Review

514 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2022, worth a combined $3.05B — up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out — a net gain of 17 holders — while 185 added to existing stakes and 171 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $50.2M.

  • 514 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $3.05B of Alerian MLP ETF stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 66 funds opened new Alerian MLP ETF positions in Q3 2022 and 49 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q3 2022 was LPL Financial, an estimated $29.7M added.
  • The largest Alerian MLP ETF seller in Q3 2022 was Wells Fargo, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.