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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
HCMT
326
Highland Capital Management (Tennessee)
Tennessee
$243K -$91.3K -2,695 -27%
DAS
327
Dynamic Advisor Solutions
Arizona
$239K -$17.1K -505 -6%
WA
328
WealthTrust Axiom
Pennsylvania
$235K -$15.6K -460 -6%
FH
329
FWG Holdings
Florida
$235K +$4.44K +131 +2%
TPWA
330
TRUE Private Wealth Advisors
Oregon
$235K +$4.57K +135 +2%
HW
331
Hamilton Wealth
California
$232K +$240K +7,081 New
CAL
332
Capital Advisors Ltd
Ohio
$230K -$11.2K -330 -4%
AP
333
Americana Partners
Texas
$228K -$498K -14,690 -68%
GLA
334
Good Life Advisors
Pennsylvania
$224K -$2.47K -73 -1%
GHAM
335
Gilman Hill Asset Management
Connecticut
$223K -$847 -25 -0.4%
Franklin Resources
336
Franklin Resources
California
$223K
MWM
337
Midwest Wealth Management
Indiana
$223K +$16.8K +497 +8%
VWA
338
Visionary Wealth Advisors
Illinois
$221K +$24.3K +718 +12%
NAM
339
NTV Asset Management
West Virginia
$220K -$6.77K -200 -3%
PFPT
340
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K -$702K -20,737 -76%
FFG
341
Fortem Financial Group
California
$215K
AOWM
342
Alpha Omega Wealth Management
Virginia
$212K +$201K +5,923 New
CWM
343
Collaborative Wealth Management
Florida
$207K +$214K +6,323 New
EWM
344
EPG Wealth Management
Georgia
$206K +$3.52K +104 +2%
G
345
Gainplan
Michigan
$204K -$44K -1,300 -17%
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
AIP
347
Ahrens Investment Partners
Louisiana
$199K -$62.7K -1,850 -23%
RIA
348
Richwood Investment Advisors
Ohio
$178K +$184K +5,433 New
AP
349
Arlington Partners
Alabama
$175K
BWM
350
Baystate Wealth Management
Massachusetts
$171K +$70.1K +2,069 +65%

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.