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Alerian MLP ETF

533 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 53

44% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $44.5M

38% more capital invested

Capital invested by funds: $3.05B → $4.2B (+$1.15B)

12% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 167

4% more funds holding

Funds holding: 514533 (+19)

2.55% less ownership

Funds ownership: 50.32%47.77% (-2.5%)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
533
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.57%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
167
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
301
Jeppson Wealth Management
California
$506K +$24K +611 +5%
GIA
302
Gladstone Institutional Advisory
Florida
$504K +$168K +4,276 +48%
Northern Trust
303
Northern Trust
Illinois
$503K +$7.86K +200 +2%
LWM
304
Laidlaw Wealth Management
New York
$500K +$517K +13,140 New
AIM
305
Anchor Investment Management
South Carolina
$485K +$23.3K +593 +5%
GWP
306
Gateway Wealth Partners
Wisconsin
$482K +$498K +12,673 New
PAS
307
Park Avenue Securities
New York
$473K +$54.8K +1,394 +13%
OBWG
308
Onyx Bridge Wealth Group
New York
$464K +$35K +890 +8%
FH
309
FWG Holdings
Florida
$457K -$44.7K -1,136 -9%
WE
310
Wealth Effects
Massachusetts
$454K -$45.4K -1,155 -9%
AWE
311
Avidian Wealth Enterprises
Texas
$452K +$246K +6,264 +112%
WA
312
WealthTrust Axiom
Pennsylvania
$449K
EWA
313
EverSource Wealth Advisors
Alabama
$446K
SMC
314
Smith, Moore & Co
Missouri
$443K +$11.9K +302 +3%
WAG
315
Windsor Advisory Group
Ohio
$436K +$451K +11,464 New
OAM
316
Oppenheimer Asset Management
New York
$436K +$451K +11,459 New
KA
317
Kovack Advisors
Florida
$430K -$62.8K -1,598 -12%
OA
318
Operose Advisors
Wisconsin
$422K -$53.5K -1,361 -11%
CFB
319
Cullen/Frost Bankers
Texas
$421K +$38.2K +971 +10%
SIG
320
Stonegate Investment Group
Alabama
$420K
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$418K -$147K -3,737 -27%
ZIM
322
Zacks Investment Management
Illinois
$417K +$430K +10,941 New
PA
323
Pinnacle Associates
New York
$410K +$20.5K +521 +5%
KF
324
Krilogy Financial
Missouri
$409K -$75.4K -1,918 -15%
JWCA
325
J.W. Cole Advisors
Florida
$393K +$3.7K +94 +0.9%

AMLP Hedge Fund Activity: Q4 2022 in Review

533 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2022, worth a combined $4.2B — up 38% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMLP positions and 53 closed out — a net gain of 32 holders — while 187 added to existing stakes and 167 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $17.6M. The largest seller was Wells Fargo, cutting an estimated $200M.

  • 533 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2022, up from 514 in Q3 2022.
  • Funds reported $4.2B of Alerian MLP ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 85 funds opened new Alerian MLP ETF positions in Q4 2022 and 53 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q4 2022 was Sumitomo Mitsui Trust Group, an estimated $17.6M added.
  • The largest Alerian MLP ETF seller in Q4 2022 was Wells Fargo, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2022.