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Alerian MLP ETF

505 hedge funds and large institutions have $2.93B invested in Alerian MLP ETF in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 156 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

19% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 156

1.71% more ownership

Funds ownership: 49.86%51.56% (+1.7%)

2% more funds holding

Funds holding: 497505 (+8)

9% less capital invested

Capital invested by funds: $3.22B → $2.93B (-$295M)

44% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $71M

Holders
505
Holders Change
+8
Holders Change %
+1.61%
% of All Funds
8.51%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.35%
New
63
Increased
186
Reduced
156
Closed
50
Calls
$40.1M
Puts
$71M
Net Calls
-$30.9M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$193K -$123K -3,210 -36%
WSCM
377
Wellington Shields Capital Management
New York
$189K +$107K +2,800 +104%
BWM
378
Baystate Wealth Management
Massachusetts
$187K +$3.84K +100 +2%
AP
379
Arlington Partners
Alabama
$184K
LC
380
Lindbrook Capital
California
$172K
HNB
381
Huntington National Bank
Ohio
$159K
SSG
382
Summit Securities Group
New York
$155K +$72.9K +1,900 +73%
AIP
383
Ahrens Investment Partners
Louisiana
$147K -$7.68K -200 -4%
Fidelity Investments
384
Fidelity Investments
Massachusetts
$146K +$26.8K +698 +20%
VVP
385
Venture Visionary Partners
Ohio
$138K +$154K +4,017 New
NFSG
386
Newbridge Financial Services Group
Florida
$136K +$19.2K +500 +14%
BWL
387
Bogart Wealth LLC
Virginia
$132K
MHR
388
Matthew Hamilton Rosenberg
$128K +$3.72K +97 +3%
MCM
389
Magnolia Capital Management
New York
$128K +$143K +3,725 New
MCC
390
Money Concepts Capital
Florida
$125K -$240K -6,264 -64%
FHA
391
First Horizon Advisors
Tennessee
$125K +$132K +3,426 +1,428%
CTC
392
Central Trust Company
Missouri
$119K -$10.4K -270 -7%
BWA
393
BDO Wealth Advisors
Florida
$111K
CFN
394
Cordasco Financial Network
Florida
$110K
COCM
395
Charter Oak Capital Management
New Hampshire
$109K
TCWM
396
Total Clarity Wealth Management
Illinois
$107K +$119K +3,107 New
SCA
397
Stonebridge Capital Advisors
Minnesota
$104K -$28.4K -740 -20%
RG
398
Retirement Group
California
$104K +$1.46K +38 +1%
WSC
399
Wellington Shields & Co
New York
$103K +$115K +3,000 New
SSB
400
Sandy Spring Bank
Maryland
$98K

AMLP Hedge Fund Activity: Q2 2022 in Review

505 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2022, worth a combined $2.93B — down 9.1% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMLP positions and 50 closed out — a net gain of 13 holders — while 186 added to existing stakes and 156 trimmed.

The largest buyer was Wells Fargo, adding an estimated $73.9M. The largest seller was Goldman Sachs, cutting an estimated $171M.

  • 505 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2022, up from 497 in Q1 2022.
  • Funds reported $2.93B of Alerian MLP ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 63 funds opened new Alerian MLP ETF positions in Q2 2022 and 50 closed out, a net change of +13 holders.
  • The largest Alerian MLP ETF buyer in Q2 2022 was Wells Fargo, an estimated $73.9M added.
  • The largest Alerian MLP ETF seller in Q2 2022 was Goldman Sachs, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2022.