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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
MCC
276
Money Concepts Capital
Florida
$615K +$483K +12,286 +319%
SGCA
277
Steel Grove Capital Advisors
Tennessee
$612K -$2.24K -57 -0.4%
BF
278
BOK Financial
Oklahoma
$604K +$623K +15,854 New
FTUS
279
Flow Traders U.S.
New York
$603K +$622K +15,827 New
NWM
280
Northwest Wealth Management
Iowa
$599K -$19.6K -498 -3%
MGIA
281
Moneta Group Investment Advisors
Missouri
$596K +$345K +8,766 +147%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$590K -$212K -5,381 -26%
RFC
283
Regions Financial Corp
Alabama
$590K +$62.6K +1,592 +11%
BFS
284
Bradley Foster & Sargent
Connecticut
$587K -$142K -3,608 -19%
PIA
285
Powell Investment Advisors
Florida
$576K +$1.34K +34 +0.2%
DBIA
286
Dumont & Blake Investment Advisors
New Jersey
$576K -$42.2K -1,074 -7%
GAM
287
Griffin Asset Management
New York
$568K +$284K +7,229 +94%
Bessemer Group
288
Bessemer Group
New Jersey
$559K
EWM
289
Endowment Wealth Management
Wisconsin
$543K -$7.23K -184 -1%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$532K -$102K -2,582 -16%
BMCM
291
Black Maple Capital Management
Wisconsin
$530K +$548K +13,929 New
WAM
292
Walker Asset Management
Missouri
$528K -$12.4K -316 -2%
AA
293
Argent Advisors
Louisiana
$525K
TIA
294
Tiemann Investment Advisors
California
$525K
MCM
295
MAI Capital Management
Ohio
$514K +$205K +5,224 +63%
CF
296
Centaurus Financial
California
$514K -$74.9K -1,905 -12%
CCA
297
Childress Capital Advisors
Texas
$514K -$259K -6,590 -33%
CG
298
Cutler Group
California
$513K +$80K +2,035 +18%
CAN
299
Claraphi Advisory Network
United States
$511K +$178K +4,524 +51%
BAM
300
BTS Asset Management
Massachusetts
$508K -$225K -5,728 -29%

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.