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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
BP
251
BBR Partners
New York
$751K
MFA
252
Mayflower Financial Advisors
Massachusetts
$751K +$47.2K +1,200 +6%
ICM
253
Islay Capital Management
Texas
$744K +$101K +2,560 +15%
GW
254
GW & Wade
Massachusetts
$728K +$2.95K +75 +0.4%
BTI
255
Blue Trust Inc
Georgia
$728K +$552K +14,040 +239%
NRI
256
NFP Retirement Inc
California
$715K +$20.8K +529 +3%
BW
257
Bison Wealth
Georgia
$707K -$81.7K -2,078 -11%
GL
258
Graypoint LLC
New York
$697K -$221K -5,618 -23%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$692K +$15.8K +401 +2%
CDH
260
Charles D. Hyman
$689K
CC
261
Claybrook Capital
Massachusetts
$680K
BC
262
Brookfield Corp
Ontario, Canada
$677K +$699K +17,778 New
JIP
263
Jaffetilchin Investment Partners
Florida
$674K +$61K +1,552 +10%
SG Americas Securities
264
SG Americas Securities
New York
$674K -$297K -7,564 -30%
GAM
265
Gould Asset Management
California
$668K -$91.2K -2,320 -12%
FFA
266
First Foundation Advisors
California
$661K +$432 +11 +0.1%
KPWS
267
Kestra Private Wealth Services
Texas
$660K -$42K -1,069 -6%
CCM
268
Chickasaw Capital Management
Tennessee
$660K +$682K +17,347 New
DAC
269
Dividend Assets Capital
South Carolina
$657K -$16.4K -416 -2%
OPS
270
Orion Portfolio Solutions
Nebraska
$653K +$202K +5,139 +43%
MP
271
McDonald Partners
Ohio
$648K +$149K +3,787 +29%
RMAM
272
Raab & Moskowitz Asset Management
New Jersey
$640K +$69.4K +1,766 +12%
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$632K +$92.5K +2,352 +16%
CAM
274
Covenant Asset Management
New Jersey
$626K -$23.5K -597 -4%
AWM
275
AE Wealth Management
Kansas
$615K +$164K +4,167 +35%

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.