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Alerian MLP ETF

533 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 53

44% more call options, than puts

Call options by funds: $63.8M | Put options by funds: $44.5M

38% more capital invested

Capital invested by funds: $3.05B → $4.2B (+$1.15B)

12% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 167

4% more funds holding

Funds holding: 514533 (+19)

2.55% less ownership

Funds ownership: 50.32%47.77% (-2.5%)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
533
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.57%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
167
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
376
Summit Investment Advisory Services
Minnesota
$267K +$276K +7,024 New
HAM
377
Hedges Asset Management
Nevada
$266K
WP
378
WealthSource Partners
California
$262K
IWM
379
IHT Wealth Management
Illinois
$261K +$1.06K +27 +0.4%
WTA
380
Washington Trust Advisors
Massachusetts
$260K -$1.52M -38,579 -85%
FWM
381
FFT Wealth Management
Pennsylvania
$259K
Franklin Resources
382
Franklin Resources
California
$259K
NFG
383
Nations Financial Group
Iowa
$257K +$9.04K +230 +4%
KWM
384
Keebeck Wealth Management
Illinois
$253K +$262K +6,655 New
PFA
385
Pettinga Financial Advisors
Indiana
$239K -$105K -2,670 -30%
CS
386
Comerica Securities
Michigan
$239K +$247K +6,277 New
LFG
387
Larson Financial Group
Missouri
$238K -$31.2K -794 -11%
ZCA
388
Zeke Capital Advisors
Pennsylvania
$238K +$246K +6,250 New
CWM
389
Collaborative Wealth Management
Florida
$235K +$8.73K +222 +4%
EWM
390
Edge Wealth Management
New York
$234K
EFG
391
Ethos Financial Group
Pennsylvania
$228K +$236K +6,000 New
GHAM
392
Gilman Hill Asset Management
Connecticut
$228K
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$227K -$55K -1,400 -19%
BCI
394
Brinker Capital Investments
Pennsylvania
$224K
TSS
395
Two Sigma Securities
New York
$219K +$226K +5,760 New
HWM
396
HB Wealth Management
Georgia
$218K +$226K +5,736 New
GWM
397
Greenwich Wealth Management
Connecticut
$216K -$158K -4,030 -42%
CHJWM
398
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$206K +5,250 New
DIM
399
Delta Investment Management
California
$215K
MBT
400
Montecito Bank & Trust
California
$212K

AMLP Hedge Fund Activity: Q4 2022 in Review

533 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2022, worth a combined $4.2B — up 38% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMLP positions and 53 closed out — a net gain of 32 holders — while 187 added to existing stakes and 167 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $17.6M. The largest seller was Wells Fargo, cutting an estimated $200M.

  • 533 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2022, up from 514 in Q3 2022.
  • Funds reported $4.2B of Alerian MLP ETF stock for Q4 2022, up 38% quarter-over-quarter.
  • 85 funds opened new Alerian MLP ETF positions in Q4 2022 and 53 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q4 2022 was Sumitomo Mitsui Trust Group, an estimated $17.6M added.
  • The largest Alerian MLP ETF seller in Q4 2022 was Wells Fargo, an estimated $200M sold.

Based on aggregated 13F filings for Q4 2022.