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Alerian MLP ETF

542 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $27M

11% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 545542 (-3)

4% less capital invested

Capital invested by funds: $3.11B → $2.97B (-$134M)

1.61% less ownership

Funds ownership: 48.05%46.44% (-1.6%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
183
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
276
Dumont & Blake Investment Advisors
New Jersey
$601K -$543 -14 -0.1%
BFS
277
Bradley Foster & Sargent
Connecticut
$590K
NWM
278
Northwest Wealth Management
Iowa
$581K -$29.6K -762 -5%
OBWG
279
Onyx Bridge Wealth Group
New York
$578K +$16.3K +421 +3%
JIP
280
Jaffetilchin Investment Partners
Florida
$571K -$261K -6,739 -32%
JWM
281
Jeppson Wealth Management
California
$568K +$48.6K +1,254 +9%
KWM
282
Keebeck Wealth Management
Illinois
$563K +$200K +5,155 +56%
FPCP
283
Fort Point Capital Partners
California
$556K -$81.5K -2,101 -13%
BMCM
284
Black Maple Capital Management
Wisconsin
$546K
BAM
285
BTS Asset Management
Massachusetts
$546K -$12.8K -329 -2%
AA
286
Argent Advisors
Louisiana
$540K +$19.4K +500 +4%
FH
287
FWG Holdings
Florida
$533K +$37K +953 +8%
NFG
288
Nations Financial Group
Iowa
$522K +$91.6K +2,363 +22%
CANY
289
Caxton Associates (New York)
New York
$519K
WAM
290
Walker Asset Management
Missouri
$518K -$3.92K -101 -0.8%
AWE
291
Avidian Wealth Enterprises
Texas
$514K +$43.7K +1,128 +9%
GWP
292
Gateway Wealth Partners
Wisconsin
$512K -$24K -619 -5%
WE
293
Wealth Effects
Massachusetts
$502K +$15.3K +395 +3%
PAS
294
Park Avenue Securities
New York
$490K -$159K -4,097 -25%
BAWC
295
Boyce & Associates Wealth Consulting
Texas
$489K -$347K -8,946 -42%
GLA
296
Good Life Advisors
Pennsylvania
$484K +$135K +3,494 +40%
CCM
297
Crabel Capital Management
California
$480K -$56.8K -1,465 -11%
CW
298
CreativeOne Wealth
Kansas
$480K -$47K -1,213 -9%
MA
299
MBA Advisors
Pennsylvania
$479K +$23.3K +600 +5%
WA
300
WealthTrust Axiom
Pennsylvania
$472K -$10.2K -264 -2%

AMLP Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2023, worth a combined $2.97B — down 4.3% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMLP positions and 48 closed out — a net gain of 3 holders — while 204 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $31.4M.

  • 542 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2023, down from 545 in Q1 2023.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q2 2023, down 4.3% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q2 2023 and 48 closed out, a net change of +3 holders.
  • The largest Alerian MLP ETF buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Alerian MLP ETF seller in Q2 2023 was Wells Fargo, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.