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Alerian MLP ETF

497 hedge funds and large institutions have $3.22B invested in Alerian MLP ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 173 increasing their positions, 166 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $29.3M

67% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 49

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

36% more capital invested

Capital invested by funds: $2.36B → $3.22B (+$860M)

5% more funds holding

Funds holding: 473497 (+24)

2.6% more ownership

Funds ownership: 47.25%49.86% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 166

Holders
497
Holders Change
+24
Holders Change %
+5.07%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
82
Increased
173
Reduced
166
Closed
49
Calls
$57.5M
Puts
$29.3M
Net Calls
+$28.2M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$630K +$605K +16,453 New
DBIA
252
Dumont & Blake Investment Advisors
New Jersey
$623K -$4.89K -133 -0.8%
WCM
253
WealthBridge Capital Management
Ohio
$607K +$251K +6,813 +75%
CF
254
Centaurus Financial
California
$587K -$25.3K -687 -4%
WIA
255
World Investment Advisors
California
$584K +$234K +6,372 +72%
BAM
256
BTS Asset Management
Massachusetts
$583K +$9.12K +248 +2%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$582K +$559K +15,185 New
SWA
258
Strategies Wealth Advisors
Michigan
$580K -$2.26M -61,494 -80%
KPWS
259
Kestra Private Wealth Services
Texas
$575K -$73.4K -1,994 -12%
SGCA
260
Steel Grove Capital Advisors
Tennessee
$569K -$479K -13,014 -47%
PIA
261
Powell Investment Advisors
Florida
$548K +$19.8K +539 +4%
CAN
262
Claraphi Advisory Network
United States
$543K +$521K +14,172 New
WAM
263
Walker Asset Management
Missouri
$540K +$2.28K +62 +0.4%
EWM
264
Endowment Wealth Management
Wisconsin
$536K -$223K -6,052 -30%
TIA
265
Tiemann Investment Advisors
California
$529K
MGIA
266
Moneta Group Investment Advisors
Missouri
$523K +$59.6K +1,621 +13%
FEG
267
Financial Enhancement Group
Indiana
$516K +$57.4K +1,560 +13%
CP
268
Castleview Partners
Texas
$511K -$29.6M -805,870 -98%
TI
269
Trexquant Investment
Connecticut
$509K -$618K -16,805 -56%
LSC
270
Logan Stone Capital
Illinois
$506K +$486K +13,202 New
EH
271
Equitable Holdings
New York
$502K -$4M -108,656 -89%
AA
272
Argent Advisors
Louisiana
$490K
HWA
273
HHM Wealth Advisors
Tennessee
$481K +$340K +9,235 +278%
OA
274
Operose Advisors
Wisconsin
$477K
AIM
275
Anchor Investment Management
South Carolina
$470K -$27.1K -736 -6%

AMLP Hedge Fund Activity: Q1 2022 in Review

497 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2022, worth a combined $3.22B — up 36% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 49 closed out — a net gain of 33 holders — while 173 added to existing stakes and 166 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was Castleview Partners, cutting an estimated $29.6M.

  • 497 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2022, up from 473 in Q4 2021.
  • Funds reported $3.22B of Alerian MLP ETF stock for Q1 2022, up 36% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2022 and 49 closed out, a net change of +33 holders.
  • The largest Alerian MLP ETF buyer in Q1 2022 was Goldman Sachs, an estimated $189M added.
  • The largest Alerian MLP ETF seller in Q1 2022 was Castleview Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2022.