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Alerian MLP ETF

565 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

18% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $2.97B → $3.26B (+$288M)

4% more funds holding

Funds holding: 542565 (+23)

4% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $41.7M

0.32% less ownership

Funds ownership: 46.44%46.12% (-0.32%)

Holders
565
Holders Change
+23
Holders Change %
+4.24%
% of All Funds
8.97%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
213
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
BOK Financial
Oklahoma
$388K
9WM
352
9258 Wealth Management
Ohio
$384K +$17.2K +420 +5%
CP
353
Castleview Partners
Texas
$380K -$10.1K -245 -3%
AI
354
AXS Investments
New York
$380K +$369K +9,000 New
CC
355
Courier Capital
New York
$376K +$8.37K +204 +2%
RA
356
RFG Advisory
Alabama
$376K +$73.3K +1,786 +25%
SWM
357
SeaCrest Wealth Management
New York
$375K -$7.35K -179 -2%
FSA
358
Financial Sense Advisors
California
$372K +$57.2K +1,394 +19%
JFG
359
Jefferies Financial Group
New York
$368K
BA
360
Ballew Advisors
Mississippi
$368K -$11.8K -287 -3%
DAC
361
Dividend Assets Capital
South Carolina
$364K -$274K -6,683 -44%
BFA
362
Beaumont Financial Advisors
Massachusetts
$362K +$18.7K +455 +6%
Simplex Trading
363
Simplex Trading
Illinois
$360K +$350K +8,535 New
OWA
364
Opal Wealth Advisors
New York
$353K +$39.7K +968 +13%
Bank of New York Mellon
365
Bank of New York Mellon
New York
$352K +$342K +8,340 New
SWM
366
Spire Wealth Management
Virginia
$349K +$92.2K +2,246 +37%
M1FG
367
Mach-1 Financial Group
Arkansas
$345K +$20.8K +507 +7%
ACA
368
Atlas Capital Advisors
Wyoming
$344K
PA
369
Pinnacle Associates
New York
$340K -$82.9K -2,021 -20%
Fidelity Investments
370
Fidelity Investments
Massachusetts
$338K +$81.4K +1,983 +33%
RFG
371
RFP Financial Group
Georgia
$338K +$5.46K +133 +2%
TPWA
372
TRUE Private Wealth Advisors
Oregon
$338K +$5.17K +126 +2%
AP
373
Americana Partners
Texas
$334K +$26.7K +650 +9%
Barclays
374
Barclays
United Kingdom
$333K +$323K +7,882 New
FGA
375
Fortis Group Advisors
New Jersey
$331K +$29.2K +711 +9%

AMLP Hedge Fund Activity: Q3 2023 in Review

565 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2023, worth a combined $3.26B — up 9.7% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMLP positions and 35 closed out — a net gain of 27 holders — while 213 added to existing stakes and 181 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $30.8M.

  • 565 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2023, up from 542 in Q2 2023.
  • Funds reported $3.26B of Alerian MLP ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 62 funds opened new Alerian MLP ETF positions in Q3 2023 and 35 closed out, a net change of +27 holders.
  • The largest Alerian MLP ETF buyer in Q3 2023 was Goldman Sachs, an estimated $54.4M added.
  • The largest Alerian MLP ETF seller in Q3 2023 was Bank of America, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2023.