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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
CTC
376
Central Trust Company
Missouri
$77K +$57.1K +1,685 +254%
PA
377
Parallel Advisors
California
$76K -$159K -4,705 -67%
CC
378
Cassaday & Co
Virginia
$68K
CHA
379
Carmichael Hill & Associates
Maryland
$66K +$508 +15 +0.8%
HIM
380
Hillsdale Investment Management
Ontario, Canada
$65K +$23.7K +700 +54%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$64K +$44K +1,300 +197%
CWS
382
Confluence Wealth Services
Pennsylvania
$63K +$65.3K +1,927 New
US Bancorp
383
US Bancorp
Minnesota
$51K -$3.42K -101 -6%
KSWA
384
Kathleen S. Wright Associates
Pennsylvania
$51K +$52.4K +1,546 New
MRCM
385
M&R Capital Management
New Jersey
$50K
MA
386
Montag & Associates
Georgia
$47K -$77.7K -2,293 -61%
DI
387
Disciplined Investments
Oklahoma
$41K -$4.78K -141 -10%
TC
388
TAP Consulting
Missouri
$41K +$41.9K +1,238 New
CNBTD
389
Citizens National Bank Trust Department
Mississippi
$41K +$42.7K +1,260 New
FAG
390
Fortitude Advisory Group
Washington
$41K +$42.7K +1,260 New
TWC
391
TD Waterhouse Canada
Ontario, Canada
$40.9K +$40.6K +1,200 New
BFG
392
Baron Financial Group
New Jersey
$38.7K
KPCM
393
Kings Point Capital Management
New York
$38K -$3.39K -100 -8%
RI
394
Rinkey Investments
California
$38K +$35.6K +1,050 New
AIC
395
Archer Investment Corporation
Indiana
$37.5K +$38.8K +1,145 New
CT
396
Cambridge Trust
Massachusetts
$37K +$38.3K +1,130 New
WFS
397
Widmann Financial Services
Maryland
$35K +$36.8K +1,087 New
CCM
398
Chilton Capital Management
Texas
$32K +$33.3K +983 New
C
399
Covestor
United Kingdom
$32K +$33.4K +987 New
IFAM
400
Institutional & Family Asset Management
Colorado
$30K +$644 +19 +2%

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.