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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
CFA
401
Carroll Financial Associates
North Carolina
$29K -$34.2K -1,010 -52%
AWM
402
Atticus Wealth Management
Florida
$29K -$19.6K -580 -39%
RAM
403
Riggs Asset Management
Pennsylvania
$28K +$28.5K +841 New
SC
404
Stephens Consulting
Michigan
$26.2K +$27.1K +800 New
AFG
405
Albion Financial Group
Utah
$26K -$44.7K -1,320 -62%
PMFA
406
Plante Moran Financial Advisors
Michigan
$26K
CP
407
Castleview Partners
Texas
$25K +$27.7M +819,220 New
EIP
408
Ellis Investment Partners
Pennsylvania
$25K -$2.3K -68 -8%
CHC
409
City Holding Co
West Virginia
$24K
MAM
410
Mystic Asset Management
Rhode Island
$24K +$25.6K +755 New
TRCT
411
Tower Research Capital (TRC)
New York
$22K +$18K +531 +343%
CFGS
412
Concourse Financial Group Securities
Alabama
$21K -$18.6K -548 -46%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$2.51K -74 -10%
BFEC
414
Benjamin F. Edwards & Company
Missouri
$21K +$18.7K +551 +551%
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$20.4K -602 -50%
GI
416
GS Investments
Minnesota
$20K
DTIM
417
Danda Trouve Investment Management
Kansas
$19K -$1.32K -39 -6%
CFD
418
Creative Financial Designs
Indiana
$19K
SCA
419
Snowden Capital Advisors
New York
$19K +$20.3K +600 New
AA
420
Ancora Advisors
Ohio
$18K -$21.7K -640 -53%
ME
421
McIlrath & Eck
Washington
$18K
CWC
422
Carolinas Wealth Consulting
North Carolina
$18K +$373 +11 +2%
GEA
423
Glen Eagle Advisors
New Jersey
$17.1K
LWP
424
Lumature Wealth Partners
Georgia
$15K
POIA
425
Pin Oak Investment Advisors
Texas
$14K

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.