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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
Bank of Montreal
276
Bank of Montreal
Ontario, Canada
$465K -$5.43M -147,697 -92%
JWM
277
Jeppson Wealth Management
California
$462K -$1.84K -50 -0.4%
HT
278
HAP Trading
New York
$457K -$1.97M -53,566 -82%
SWA
279
Stratos Wealth Advisors
Ohio
$451K +$433K +11,775 New
SMC
280
Smith, Moore & Co
Missouri
$449K +$3.79K +103 +0.9%
CL
281
CPWM LLC
Washington
$446K -$37.7K -1,024 -8%
BCI
282
Brinker Capital Investments
Pennsylvania
$443K -$4.93K -134 -1%
CFB
283
Cullen/Frost Bankers
Texas
$433K +$111K +3,020 +36%
EFS
284
Essex Financial Services
Connecticut
$433K +$416K +11,310 New
PA
285
Pinnacle Associates
New York
$428K +$37 +1 +0%
FIM
286
Fernwood Investment Management
Massachusetts
$425K +$409K +11,105 New
AWM
287
Apollon Wealth Management
South Carolina
$423K -$29.4K -799 -7%
JWCA
288
J.W. Cole Advisors
Florida
$420K +$67.6K +1,837 +20%
ZIM
289
Zacks Investment Management
Illinois
$419K
BA
290
Ballew Advisors
Mississippi
$418K +$24.4K +664 +7%
BWCS
291
Beirne Wealth Consulting Services
Connecticut
$408K +$35.9K +975 +10%
CCM
292
Crabel Capital Management
California
$406K -$14.4K -392 -4%
GWM
293
Greenwich Wealth Management
Connecticut
$402K
BRWA
294
B. Riley Wealth Advisors
Florida
$399K -$262K -7,135 -41%
SWA
295
SFMG Wealth Advisors
Texas
$399K +$736 +20 +0.2%
PA
296
PSI Advisors
Florida
$395K +$56.3K +1,530 +17%
Prudential Financial
297
Prudential Financial
New Jersey
$389K -$76.2K -2,071 -17%
CW
298
CreativeOne Wealth
Kansas
$384K -$24.9K -677 -6%
SAM
299
Securian Asset Management
Minnesota
$383K
RMAM
300
Raab & Moskowitz Asset Management
New Jersey
$382K +$90.9K +2,471 +33%

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.