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Alerian MLP ETF

542 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $27M

11% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 545542 (-3)

4% less capital invested

Capital invested by funds: $3.11B → $2.97B (-$134M)

1.61% less ownership

Funds ownership: 48.05%46.44% (-1.6%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
183
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
351
Snowden Capital Advisors
New York
$315K -$175K -4,519 -36%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$312K +$13.4K +346 +5%
OP
353
ORG Partners
Indiana
$311K +$306K +7,897 New
TPWA
354
TRUE Private Wealth Advisors
Oregon
$309K +$5.12K +132 +2%
RFG
355
RFP Financial Group
Georgia
$309K +$306K +7,881 New
HWA
356
HHM Wealth Advisors
Tennessee
$307K
CF
357
Centaurus Financial
California
$306K -$229K -5,906 -43%
FGA
358
Fortis Group Advisors
New Jersey
$305K +$2.44K +63 +0.8%
M1FG
359
Mach-1 Financial Group
Arkansas
$301K +$298K +7,676 New
AOWM
360
Alpha Omega Wealth Management
Virginia
$301K +$3.41K +88 +1%
KA
361
Kercheville Advisors
Texas
$300K -$5.82K -150 -2%
SFA
362
Sequoia Financial Advisors
Ohio
$300K +$297K +7,647 New
KFGK
363
Keystone Financial Group (Kentucky)
Kentucky
$294K +$290K +7,486 New
IWN
364
Independent Wealth Network
Iowa
$293K -$6.17K -159 -2%
FSA
365
Financial Sense Advisors
California
$291K +$288K +7,421 New
VWA
366
Visionary Wealth Advisors
Illinois
$291K -$5.82K -150 -2%
OWA
367
Opal Wealth Advisors
New York
$290K +$8.22K +212 +3%
FIM
368
Freedom Investment Management
Connecticut
$286K -$52.1K -1,343 -16%
Wealthfront Advisers
369
Wealthfront Advisers
California
$286K -$56.6K -1,459 -17%
AP
370
Americana Partners
Texas
$285K -$25.2K -650 -8%
EH
371
Equitable Holdings
New York
$281K +$25.4K +656 +10%
DI
372
DFPG Investments
Utah
$280K +$35.3K +911 +15%
RA
373
RFG Advisory
Alabama
$279K +$3.72K +96 +1%
NWM
374
Northcape Wealth Management
New York
$276K
AFG
375
Atomi Financial Group
New York
$276K +$44.6K +1,150 +20%

AMLP Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2023, worth a combined $2.97B — down 4.3% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMLP positions and 48 closed out — a net gain of 3 holders — while 204 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $31.4M.

  • 542 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2023, down from 545 in Q1 2023.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q2 2023, down 4.3% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q2 2023 and 48 closed out, a net change of +3 holders.
  • The largest Alerian MLP ETF buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Alerian MLP ETF seller in Q2 2023 was Wells Fargo, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.