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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
TPCW
351
TD Private Client Wealth
New York
$331K -$30.7K -782 -8%
CAM
352
Cresset Asset Management
Illinois
$329K -$10.9K -278 -3%
GLA
353
Good Life Advisors
Pennsylvania
$324K -$4.68K -119 -1%
LI
354
LMCG Investments
Massachusetts
$319K +$26.8K +681 +9%
DAS
355
Dynamic Advisor Solutions
Arizona
$314K +$10.1K +258 +3%
CAL
356
Capital Advisors Ltd
Ohio
$310K +$40.3K +1,026 +14%
ACA
357
Atlas Capital Advisors
Wyoming
$310K
CC
358
Courier Capital
New York
$308K +$39 +1 +0%
Wolverine Trading
359
Wolverine Trading
Illinois
$307K +$317K +8,074 New
WA
360
Waddell & Associates
Tennessee
$307K +$12.2K +310 +4%
SWM
361
SeaCrest Wealth Management
New York
$304K -$983 -25 -0.3%
KFGK
362
Keystone Financial Group (Kentucky)
Kentucky
$296K -$23.6K -600 -7%
TPWA
363
TRUE Private Wealth Advisors
Oregon
$294K -$13.2K -337 -4%
RFG
364
RFP Financial Group
Georgia
$290K +$300K +7,623 New
SBL
365
Sargent Bickham Lagudis
Colorado
$290K
AOWM
366
Alpha Omega Wealth Management
Virginia
$290K +$2.87K +73 +1%
KA
367
Kercheville Advisors
Texas
$289K +$299K +7,600 New
FFG
368
Fortem Financial Group
California
$288K
AP
369
Americana Partners
Texas
$288K +$3.73K +95 +1%
IWN
370
Independent Wealth Network
Iowa
$287K +$11.4K +290 +4%
ISWM
371
Independent Solutions Wealth Management
New York
$287K
WSCM
372
Wellington Shields Capital Management
New York
$282K +$25.6K +650 +10%
RA
373
RFG Advisory
Alabama
$282K -$12.7K -322 -4%
FAIM
374
Financial Advocates Investment Management
Washington
$280K +$289K +7,356 New
VWA
375
Visionary Wealth Advisors
Illinois
$273K +$1.97K +50 +0.7%

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.