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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
HWA
376
HHM Wealth Advisors
Tennessee
$330K
AOWM
377
Alpha Omega Wealth Management
Virginia
$326K +$2.22K +54 +0.7%
FFA
378
First Foundation Advisors
California
$326K -$351K -8,555 -53%
KFGK
379
Keystone Financial Group (Kentucky)
Kentucky
$324K +$7.8K +190 +3%
Wealthfront Advisers
380
Wealthfront Advisers
California
$323K +$14.6K +355 +5%
BEI
381
Benjamin Edwards Inc
Missouri
$318K +$309K +7,533 New
SAG
382
Spotlight Asset Group
Illinois
$317K +$41K +1,000 +15%
SS
383
Sunbelt Securities
Texas
$315K +$19.6K +477 +7%
VWA
384
Visionary Wealth Advisors
Illinois
$313K
IP
385
Intellectus Partners
California
$309K -$74.5K -1,816 -20%
EH
386
Equitable Holdings
New York
$308K +$5.29K +129 +2%
KA
387
Kercheville Advisors
Texas
$306K -$16.4K -400 -5%
CS
388
Comerica Securities
Michigan
$304K -$39K -951 -12%
SFA
389
Sequoia Financial Advisors
Ohio
$303K -$18.9K -460 -6%
IWN
390
Independent Wealth Network
Iowa
$298K -$16.3K -396 -5%
WP
391
WealthSource Partners
California
$294K +$3.57K +87 +1%
LNC
392
Lincoln National Corp
Pennsylvania
$291K +$20K +487 +8%
MC
393
Moors & Cabot
Massachusetts
$289K +$281K +6,852 New
Franklin Resources
394
Franklin Resources
California
$287K
FIM
395
Freedom Investment Management
Connecticut
$284K -$23.9K -582 -8%
SIAS
396
Summit Investment Advisory Services
Minnesota
$278K +$3.61K +88 +1%
FFG
397
Fortem Financial Group
California
$277K
TWP
398
Tempus Wealth Planning
California
$271K -$82 -2 -0%
WSCM
399
Wellington Shields Capital Management
New York
$271K +$8.74K +213 +3%
DI
400
DFPG Investments
Utah
$270K -$14.4K -352 -5%

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.