We are live on ! Find out more
AMLP icon

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
SSA
276
Schonfeld Strategic Advisors
New York
$712K +$692K +16,873 New
HCMT
277
Highland Capital Management (Tennessee)
Tennessee
$693K +$462K +11,250 +218%
CAM
278
Covenant Asset Management
New Jersey
$692K -$3.69K -90 -0.5%
NRI
279
NFP Retirement Inc
California
$691K -$36K -877 -5%
JIP
280
Jaffetilchin Investment Partners
Florida
$679K +$63.2K +1,541 +11%
EWM
281
Endowment Wealth Management
Wisconsin
$679K +$13K +316 +2%
CAL
282
Capital Advisors Ltd
Ohio
$678K +$985 +24 +0.1%
AIM
283
Astor Investment Management
Illinois
$673K -$362K -8,825 -36%
DBIA
284
Dumont & Blake Investment Advisors
New Jersey
$643K -$3.24K -79 -0.5%
JWM
285
Jeppson Wealth Management
California
$629K +$16.5K +401 +3%
I
286
INVST
Indiana
$615K +$332K +8,083 +125%
Bessemer Group
287
Bessemer Group
New Jersey
$608K -$82.1K -2,000 -12%
KWM
288
Keebeck Wealth Management
Illinois
$606K
BFS
289
Bradley Foster & Sargent
Connecticut
$590K
BAM
290
BTS Asset Management
Massachusetts
$587K -$205 -5 -0%
AWE
291
Avidian Wealth Enterprises
Texas
$586K +$32.5K +793 +6%
NWM
292
Northwest Wealth Management
Iowa
$585K -$39.3K -957 -6%
AA
293
Argent Advisors
Louisiana
$581K
Millennium Management
294
Millennium Management
New York
$578K -$560K -13,639 -50%
OBWG
295
Onyx Bridge Wealth Group
New York
$573K -$47.2K -1,149 -8%
CCA
296
Childress Capital Advisors
Texas
$570K +$144K +3,500 +35%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$568K -$90.9K -2,215 -14%
GWP
298
Gateway Wealth Partners
Wisconsin
$566K +$14.5K +354 +3%
AFG
299
Atomi Financial Group
New York
$565K +$261K +6,351 +90%
CANY
300
Caxton Associates (New York)
New York
$559K

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.