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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
CWG
301
Crown Wealth Group
North Carolina
$380K +$365K +9,931 New
TSWM
302
Tyler-Stone Wealth Management
Ohio
$378K -$7.62K -207 -2%
MCC
303
Money Concepts Capital
Florida
$376K +$362K +9,830 New
ICG
304
InterOcean Capital Group
Tennessee
$374K -$4.3K -117 -1%
ST
305
Smithfield Trust
Pennsylvania
$366K
TI
306
Tidal Investments
Wisconsin
$366K
DIA
307
Dana Investment Advisors
Wisconsin
$361K -$27.6K -749 -7%
BB
308
Bell Bank
North Dakota
$361K
Millennium Management
309
Millennium Management
New York
$356K +$342K +9,300 New
SWM
310
Segment Wealth Management
Texas
$353K +$339K +9,210 New
WB
311
WesBanco Bank
West Virginia
$350K -$15.5K -420 -4%
TRIA
312
Trail Ridge Investment Advisors
Colorado
$349K -$46K -1,250 -12%
SC
313
Sierra Capital
Florida
$346K +$333K +9,045 New
SWM
314
Spire Wealth Management
Virginia
$338K +$31.6K +858 +11%
AWM
315
AE Wealth Management
Kansas
$335K -$12.1K -329 -4%
GTAM
316
Global Trust Asset Management
Florida
$335K +$322K +8,754 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$334K +$317K +8,617 +9,469%
JG
318
Jefferies Group
New York
$332K -$259K -7,053 -45%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$331K +$23.6K +642 +8%
ACP
320
Aveo Capital Partners
Colorado
$331K +$318K +8,642 New
WS
321
Wedbush Securities
California
$328K +$10.7K +292 +4%
OPS
322
Orion Portfolio Solutions
Nebraska
$324K -$8.2K -223 -3%
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$320K -$32K -871 -9%
ATPW
324
Ashton Thomas Private Wealth
Arizona
$312K
ACA
325
Atlas Capital Advisors
Wyoming
$312K

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.