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Alerian MLP ETF

473 hedge funds and large institutions have $2.36B invested in Alerian MLP ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 143 increasing their positions, 161 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

57% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $2.19B → $2.36B (+$176M)

7% more funds holding

Funds holding: 443473 (+30)

3.95% more ownership

Funds ownership: 43.3%47.25% (+3.9%)

11% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 161

24% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $127M

Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
94
Increased
143
Reduced
161
Closed
60
Calls
$96.2M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
301
WealthBridge Capital Management
Ohio
$296K +$28.3K +836 +10%
BCM
302
Bluefin Capital Management
New York
$295K -$186K -5,500 -38%
LWM
303
Laidlaw Wealth Management
New York
$290K -$53.2K -1,570 -15%
PA
304
PSI Advisors
Florida
$287K -$1.56K -46 -0.5%
JGC
305
J. Goldman & Co
New York
$284K +$294K +8,667 New
OPS
306
Orion Portfolio Solutions
Nebraska
$284K +$294K +8,688 New
SCFS
307
S.C. Financial Services
Arizona
$274K +$259K +7,640 New
WS
308
Wedbush Securities
California
$271K -$21.1K -624 -7%
CFB
309
Cullen/Frost Bankers
Texas
$271K +$5.89K +174 +2%
ATPW
310
Ashton Thomas Private Wealth
Arizona
$267K +$276K +8,150 New
ACA
311
Atlas Capital Advisors
Wyoming
$267K
CC
312
Courier Capital
New York
$265K -$19.4K -574 -7%
9WM
313
9258 Wealth Management
Ohio
$265K +$61.2K +1,808 +29%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$263K +$126K +3,732 +87%
SWM
315
Spire Wealth Management
Virginia
$261K -$113K -3,340 -30%
CG
316
Cutler Group
California
$259K -$104K -3,070 -28%
KMWM
317
Keudell/Morrison Wealth Management
Oregon
$258K -$362K -10,690 -58%
CWM
318
Cadence Wealth Management
Massachusetts
$258K +$35.4K +1,046 +15%
SB
319
Simmons Bank
Arkansas
$251K -$43.5K -1,284 -14%
MAG
320
Mayfair Advisory Group
Alabama
$250K
RH
321
RFG Holdings
Texas
$250K +$4.3K +127 +2%
CGH
322
CMG Global Holdings
Texas
$250K +$7.08K +209 +3%
GAM
323
Griffin Asset Management
New York
$246K +$2K +59 +0.8%
RMAM
324
Raab & Moskowitz Asset Management
New Jersey
$246K +$255K +7,525 New
IC
325
Intersect Capital
California
$244K -$127K -3,751 -33%

AMLP Hedge Fund Activity: Q4 2021 in Review

473 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2021, worth a combined $2.36B — up 8% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMLP positions and 60 closed out — a net gain of 34 holders — while 143 added to existing stakes and 161 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.1M. The largest seller was Tectonic Advisors, cutting an estimated $17.1M.

  • 473 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2021, up from 443 in Q3 2021.
  • Funds reported $2.36B of Alerian MLP ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 94 funds opened new Alerian MLP ETF positions in Q4 2021 and 60 closed out, a net change of +34 holders.
  • The largest Alerian MLP ETF buyer in Q4 2021 was Wells Fargo, an estimated $63.1M added.
  • The largest Alerian MLP ETF seller in Q4 2021 was Tectonic Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.