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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
EVM
351
Eaton Vance Management
Massachusetts
$162K
S
352
SignatureFD
Georgia
$162K +$56.3K +1,662 +50%
LC
353
Lindbrook Capital
California
$157K +$162K +4,793 New
HNB
354
Huntington National Bank
Ohio
$149K
Fidelity Investments
355
Fidelity Investments
Massachusetts
$139K +$36.3K +1,071 +34%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$138K +$144K +4,253 New
SCA
357
Stonebridge Capital Advisors
Minnesota
$129K -$3.39K -100 -2%
ZB
358
Zions Bancorporation
Utah
$129K +$134K +3,948 New
MHR
359
Matthew Hamilton Rosenberg
$128K -$1.15K -34 -0.9%
BAM
360
Belpointe Asset Management
Nevada
$126K -$1.83K -54 -1%
BWA
361
BDO Wealth Advisors
Florida
$116K
BWL
362
Bogart Wealth LLC
Virginia
$113K
HWA
363
HHM Wealth Advisors
Tennessee
$109K
SSB
364
Sandy Spring Bank
Maryland
$108K
COCM
365
Charter Oak Capital Management
New Hampshire
$104K
CFN
366
Cordasco Financial Network
Florida
$104K
NFSG
367
Newbridge Financial Services Group
Florida
$97K -$44K -1,300 -31%
RG
368
Retirement Group
California
$97K -$5.25K -155 -5%
FHA
369
First Horizon Advisors
Tennessee
$97K +$1.9K +56 +2%
HCP
370
Hexagon Capital Partners
Arkansas
$96K +$745 +22 +0.8%
RPCONE
371
Retirement Planning Company of New England
Rhode Island
$94K +$98.2K +2,900 New
NFG
372
Next Financial Group
Texas
$87K
HI
373
Harbour Investments
Wisconsin
$83K -$44.9K -1,326 -34%
AWA
374
Amplius Wealth Advisors
Pennsylvania
$83K +$86.8K +2,564 New
Walleye Trading
375
Walleye Trading
New York
$81K -$575K -16,968 -87%

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.