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Alerian MLP ETF

514 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

14% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $49.8M

2% more funds holding

Funds holding: 505514 (+9)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $2.93B → $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56%50.32% (-1.2%)

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.41%
New
66
Increased
185
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Cutler Group
California
$419K -$938K -24,655 -68%
OBWG
302
Onyx Bridge Wealth Group
New York
$415K +$29.1K +764 +8%
SMC
303
Smith, Moore & Co
Missouri
$414K +$114 +3 +0%
SIG
304
Stonegate Investment Group
Alabama
$404K
PAS
305
Park Avenue Securities
New York
$403K +$162K +4,257 +63%
ATPW
306
Ashton Thomas Private Wealth
Arizona
$382K +$87.1K +2,290 +28%
PA
307
Pinnacle Associates
New York
$375K -$14.4K -378 -4%
JWCA
308
J.W. Cole Advisors
Florida
$374K -$24.2K -637 -6%
TSWM
309
Tyler-Stone Wealth Management
Ohio
$372K +$5.94K +156 +2%
CFB
310
Cullen/Frost Bankers
Texas
$369K -$45.7K -1,200 -11%
SAM
311
Securian Asset Management
Minnesota
$366K
ICG
312
InterOcean Capital Group
Tennessee
$366K +$9.21K +242 +2%
SWA
313
SFMG Wealth Advisors
Texas
$354K -$56.7K -1,490 -14%
HWA
314
HHM Wealth Advisors
Tennessee
$354K -$38.6K -1,015 -9%
GWM
315
Greenwich Wealth Management
Connecticut
$354K -$11.4K -300 -3%
BA
316
Ballew Advisors
Mississippi
$352K -$32.3K -850 -8%
ST
317
Smithfield Trust
Pennsylvania
$350K
TI
318
Tidal Investments
Wisconsin
$349K
TPCW
319
TD Private Client Wealth
New York
$346K +$3.62K +95 +1%
BB
320
Bell Bank
North Dakota
$345K
DIA
321
Dana Investment Advisors
Wisconsin
$344K -$60.9K -1,600 -15%
SWM
322
Segment Wealth Management
Texas
$337K
CP
323
Castleview Partners
Texas
$335K -$74K -1,944 -17%
GIA
324
Gladstone Institutional Advisory
Florida
$328K -$70.8K -1,861 -17%
LNC
325
Lincoln National Corp
Pennsylvania
$328K +$341K +8,958 New

AMLP Hedge Fund Activity: Q3 2022 in Review

514 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2022, worth a combined $3.05B — up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out — a net gain of 17 holders — while 185 added to existing stakes and 171 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $50.2M.

  • 514 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $3.05B of Alerian MLP ETF stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 66 funds opened new Alerian MLP ETF positions in Q3 2022 and 49 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q3 2022 was LPL Financial, an estimated $29.7M added.
  • The largest Alerian MLP ETF seller in Q3 2022 was Wells Fargo, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.