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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
AOWM
351
Alpha Omega Wealth Management
Virginia
$276K +$6.85K +180 +2%
ISWM
352
Independent Solutions Wealth Management
New York
$276K +$287K +7,543 New
AP
353
Americana Partners
Texas
$273K
HCMT
354
Highland Capital Management (Tennessee)
Tennessee
$269K
IWN
355
Independent Wealth Network
Iowa
$265K +$37.6K +988 +16%
BFG
356
Berger Financial Group
Minnesota
$263K +$274K +7,194 New
VWA
357
Visionary Wealth Advisors
Illinois
$260K -$2.28K -60 -0.8%
CAL
358
Capital Advisors Ltd
Ohio
$260K +$1.29K +34 +0.5%
SB
359
Simmons Bank
Arkansas
$259K -$8.22K -216 -3%
LFG
360
Larson Financial Group
Missouri
$258K +$269K +7,058 New
HAM
361
Hedges Asset Management
Nevada
$256K -$57.1K -1,500 -18%
WP
362
WealthSource Partners
California
$252K +$262K +6,880 New
AWM
363
Axxcess Wealth Management
California
$250K -$288K -7,560 -52%
FWM
364
FFT Wealth Management
Pennsylvania
$249K -$16.9M -444,666 -98%
Franklin Resources
365
Franklin Resources
California
$249K
IWM
366
IHT Wealth Management
Illinois
$249K +$260K +6,823 New
WSCM
367
Wellington Shields Capital Management
New York
$247K +$47.6K +1,250 +23%
KMWM
368
Keudell/Morrison Wealth Management
Oregon
$245K +$5.9K +155 +2%
NFG
369
Nations Financial Group
Iowa
$238K +$23.8K +625 +11%
CI
370
CPR Investments
Michigan
$236K +$245K +6,447 New
HW
371
Hamilton Wealth
California
$236K +$246K +6,457 New
WIM
372
Warwick Investment Management
Texas
$231K +$240K +6,318 New
EWM
373
Edge Wealth Management
New York
$229K
RIA
374
Realta Investment Advisors
Delaware
$226K +$235K +6,185 New
SS
375
Simplicity Solutions
Minnesota
$226K +$235K +6,187 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.