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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
TSWM
326
Tyler-Stone Wealth Management
Ohio
$393K +$6.21K +158 +2%
PCA
327
Prosperity Capital Advisors
Ohio
$391K +$404K +10,271 New
DIA
328
Dana Investment Advisors
Wisconsin
$389K +$31.5K +800 +8%
SAM
329
Securian Asset Management
Minnesota
$381K
BA
330
Ballew Advisors
Mississippi
$380K -$393 -10 -0.1%
DI
331
DDFG Inc
California
$377K +$390K +9,907 New
MA
332
MBA Advisors
Pennsylvania
$375K +$387K +9,844 New
HWA
333
HHM Wealth Advisors
Tennessee
$374K +$5.82K +148 +2%
ICG
334
InterOcean Capital Group
Tennessee
$368K -$13.8K -350 -3%
ST
335
Smithfield Trust
Pennsylvania
$364K
TI
336
Tidal Investments
Wisconsin
$364K
CW
337
CreativeOne Wealth
Kansas
$361K +$28.8K +733 +8%
RH
338
RFG Holdings
Texas
$360K +$36.5K +928 +11%
CCM
339
Crabel Capital Management
California
$357K +$369K +9,378 New
SWA
340
SFMG Wealth Advisors
Texas
$356K
WB
341
WesBanco Bank
West Virginia
$352K +$141K +3,589 +63%
ATPW
342
Ashton Thomas Private Wealth
Arizona
$351K -$48K -1,220 -12%
SWM
343
Segment Wealth Management
Texas
$351K
IP
344
Intellectus Partners
California
$350K -$217K -5,508 -37%
Wealthfront Advisers
345
Wealthfront Advisers
California
$349K +$62.6K +1,592 +21%
CP
346
Castleview Partners
Texas
$345K -$4.25K -108 -1%
BAM
347
Belpointe Asset Management
Nevada
$345K -$2.21M -56,323 -86%
LNC
348
Lincoln National Corp
Pennsylvania
$342K +$1.1K +28 +0.3%
JFG
349
Jefferies Financial Group
New York
$332K +$343K +8,727 New
9WM
350
9258 Wealth Management
Ohio
$331K +$23.9K +608 +8%

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.