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Alerian MLP ETF

565 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

18% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $2.97B → $3.26B (+$288M)

4% more funds holding

Funds holding: 542565 (+23)

4% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $41.7M

0.32% less ownership

Funds ownership: 46.44%46.12% (-0.32%)

Holders
565
Holders Change
+23
Holders Change %
+4.24%
% of All Funds
8.97%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
213
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$814K +$791K +19,284 New
NS
252
NBC Securities
Alabama
$809K +$787K +19,177 New
GW
253
GW & Wade
Massachusetts
$807K +$30.2K +736 +4%
OIA
254
OneDigital Investment Advisors
Kansas
$795K -$7.8K -190 -1%
CWM
255
CIBC World Markets
New York
$795K +$773K +18,833 New
NFG
256
Nations Financial Group
Iowa
$778K +$211K +5,135 +39%
OFA
257
Oak Family Advisors
Illinois
$773K -$4.1K -100 -0.5%
CDH
258
Charles D. Hyman
$764K
KPWS
259
Kestra Private Wealth Services
Texas
$758K -$20K -488 -3%
VWM
260
Vigilare Wealth Management
Arizona
$758K -$60K -1,462 -8%
KF
261
Krilogy Financial
Missouri
$754K -$9.48K -231 -1%
CC
262
Claybrook Capital
Massachusetts
$754K
CFB
263
Cullen/Frost Bankers
Texas
$754K +$299K +7,290 +69%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$752K +$15.8K +385 +2%
FFN
265
Focus Financial Network
Minnesota
$747K -$25.5K -622 -3%
GA
266
Greytown Advisors
Florida
$746K -$33.2K -808 -4%
SAM
267
Smithbridge Asset Management
Pennsylvania
$742K -$12.3K -299 -2%
MP
268
McDonald Partners
Ohio
$735K +$5.09K +124 +0.7%
RMAM
269
Raab & Moskowitz Asset Management
New Jersey
$732K +$60.7K +1,478 +9%
WPW
270
Waldron Private Wealth
Pennsylvania
$729K
BW
271
Bison Wealth
Georgia
$725K +$11K +269 +2%
GAM
272
Gould Asset Management
California
$720K +$18.7K +455 +3%
SAM
273
Strategy Asset Managers
California
$720K -$903 -22 -0.1%
LFAS
274
Level Four Advisory Services
Texas
$715K -$3.65K -89 -0.5%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$714K -$61.2K -1,491 -8%

AMLP Hedge Fund Activity: Q3 2023 in Review

565 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2023, worth a combined $3.26B — up 9.7% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMLP positions and 35 closed out — a net gain of 27 holders — while 213 added to existing stakes and 181 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $30.8M.

  • 565 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2023, up from 542 in Q2 2023.
  • Funds reported $3.26B of Alerian MLP ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 62 funds opened new Alerian MLP ETF positions in Q3 2023 and 35 closed out, a net change of +27 holders.
  • The largest Alerian MLP ETF buyer in Q3 2023 was Goldman Sachs, an estimated $54.4M added.
  • The largest Alerian MLP ETF seller in Q3 2023 was Bank of America, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2023.