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Alerian MLP ETF

514 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

14% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $49.8M

2% more funds holding

Funds holding: 505514 (+9)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $2.93B → $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56%50.32% (-1.2%)

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.41%
New
66
Increased
185
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
376
Summit Financial Wealth Advisors
Louisiana
$221K
AIP
377
ARS Investment Partners
New York
$221K +$230K +6,038 New
GHAM
378
Gilman Hill Asset Management
Connecticut
$219K -$10.5K -275 -4%
MGIA
379
Moneta Group Investment Advisors
Missouri
$218K -$53.7K -1,410 -19%
FIM
380
Fernwood Investment Management
Massachusetts
$217K -$61.4K -1,614 -21%
CWM
381
Collaborative Wealth Management
Florida
$217K +$152 +4 +0.1%
YIH
382
Y-Intercept (HK)
Hong Kong
$217K +$226K +5,928 New
IAA
383
Independent Advisor Alliance
North Carolina
$216K +$225K +5,903 New
BCI
384
Brinker Capital Investments
Pennsylvania
$215K
Fidelity Investments
385
Fidelity Investments
Massachusetts
$212K +$59.4K +1,562 +37%
EH
386
Equitable Holdings
New York
$211K -$101K -2,657 -31%
AWA
387
Acorn Wealth Advisors
Michigan
$208K +$216K +5,685 New
WB
388
WesBanco Bank
West Virginia
$207K -$124K -3,255 -36%
DIM
389
Delta Investment Management
California
$206K +$214K +5,635 New
CW
390
Connectus Wealth
Ohio
$206K +$215K +5,637 New
SCFS
391
S.C. Financial Services
Arizona
$206K +$215K +5,640 New
AWE
392
Avidian Wealth Enterprises
Texas
$205K +$213K +5,604 New
MBT
393
Montecito Bank & Trust
California
$204K +$213K +5,590 New
CWS
394
Cypress Wealth Services
California
$203K +$202K +5,321 New
BTI
395
Blue Trust Inc
Georgia
$202K -$11.8K -309 -5%
EWM
396
EPG Wealth Management
Georgia
$200K +$208K +5,476 New
AP
397
Arlington Partners
Alabama
$196K
PA
398
PSI Advisors
Florida
$190K -$192K -5,042 -49%
LC
399
Lindbrook Capital
California
$183K
HNB
400
Huntington National Bank
Ohio
$177K

AMLP Hedge Fund Activity: Q3 2022 in Review

514 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2022, worth a combined $3.05B — up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out — a net gain of 17 holders — while 185 added to existing stakes and 171 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $50.2M.

  • 514 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $3.05B of Alerian MLP ETF stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 66 funds opened new Alerian MLP ETF positions in Q3 2022 and 49 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q3 2022 was LPL Financial, an estimated $29.7M added.
  • The largest Alerian MLP ETF seller in Q3 2022 was Wells Fargo, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.