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Alerian MLP ETF

533 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 53

44% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $44.5M

38% more capital invested

Capital invested by funds: $3.05B → $4.2B (+$1.15B)

12% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 167

4% more funds holding

Funds holding: 514533 (+19)

2.55% less ownership

Funds ownership: 50.32%47.77% (-2.5%)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
533
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.57%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
167
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
226
One Plus One Wealth Management
Florida
$943K -$477K -12,120 -33%
V
227
Veritable
Delaware
$939K
IWC
228
Integrated Wealth Concepts
Massachusetts
$933K +$105K +2,678 +12%
LFAS
229
Level Four Advisory Services
Texas
$914K +$944K +24,016 New
IAP
230
Indie Asset Partners
Indiana
$907K -$118K -3,000 -11%
PTC
231
Private Trust Company
Ohio
$899K -$30.4K -774 -3%
CAM
232
CPA Asset Management
Florida
$898K +$927K +23,585 New
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$895K +$14.5K +368 +2%
AWM
234
Axxcess Wealth Management
California
$894K +$654K +16,639 +243%
VCM
235
Vivaldi Capital Management
Illinois
$882K -$142K -3,608 -14%
LNWTC
236
Laird Norton Wetherby Trust Company
Washington
$871K
WPW
237
Waldron Private Wealth
Pennsylvania
$870K
EWA
238
Exencial Wealth Advisors
Oklahoma
$868K +$1.61K +41 +0.2%
FCFC
239
First Commonwealth Financial Corp
Pennsylvania
$862K
AAS
240
Avantax Advisory Services
Texas
$847K -$77.2K -1,963 -8%
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$836K +$85.6K +2,178 +11%
FAM
242
Flaharty Asset Management
Florida
$831K +$86.4K +2,197 +11%
FT
243
Fiduciary Trust
Massachusetts
$823K +$850K +21,610 New
MSAM
244
Moloney Securities Asset Management
Missouri
$793K +$49.2K +1,252 +6%
SFS
245
Sowell Financial Services
Arkansas
$781K +$806K +20,510 New
VWM
246
Vigilare Wealth Management
Arizona
$780K -$127K -3,230 -14%
GI
247
GAMCO Investors
Connecticut
$779K +$275 +7 +0%
OIA
248
OneDigital Investment Advisors
Kansas
$765K -$4.72K -120 -0.6%
MGAM
249
McGowan Group Asset Management
Texas
$764K +$118 +3 +0%
FPCP
250
Fort Point Capital Partners
California
$754K -$37.4K -950 -5%

AMLP Hedge Fund Activity: Q4 2022 in Review

533 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2022, worth a combined $4.2B — up 38% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMLP positions and 53 closed out — a net gain of 32 holders — while 187 added to existing stakes and 167 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $17.6M. The largest seller was Wells Fargo, cutting an estimated $200M.

  • 533 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2022, up from 514 in Q3 2022.
  • Funds reported $4.2B of Alerian MLP ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 85 funds opened new Alerian MLP ETF positions in Q4 2022 and 53 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q4 2022 was Sumitomo Mitsui Trust Group, an estimated $17.6M added.
  • The largest Alerian MLP ETF seller in Q4 2022 was Wells Fargo, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2022.