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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$156K -$203K -5,335 -56%
DWP
402
Destiny Wealth Partners
Florida
$152K +$152K +4,000 +2,500%
NFSG
403
Newbridge Financial Services Group
Florida
$144K
MCC
404
Money Concepts Capital
Florida
$141K +$11.1K +291 +8%
MCM
405
Magnolia Capital Management
New York
$136K
MHR
406
Matthew Hamilton Rosenberg
$130K -$4.07K -107 -3%
BWM
407
Baystate Wealth Management
Massachusetts
$125K -$76.7K -2,015 -37%
FHA
408
First Horizon Advisors
Tennessee
$124K -$9.93K -261 -7%
BWA
409
BDO Wealth Advisors
Florida
$118K
GRP
410
Global Retirement Partners
California
$118K +$18K +473 +20%
IWA
411
Icon Wealth Advisors
Texas
$118K +$123K +3,238 New
WSC
412
Wellington Shields & Co
New York
$114K +$4.57K +120 +4%
BWP
413
Baldwin Wealth Partners
Massachusetts
$111K +$38.1K +1,000 +49%
CTC
414
Central Trust Company
Missouri
$106K -$20.9K -550 -16%
SWM
415
Spire Wealth Management
Virginia
$104K -$106K -2,775 -49%
SSB
416
Sandy Spring Bank
Maryland
$104K
PB
417
Pinnacle Bancorp
Nebraska
$91K +$94.5K +2,484 New
HI
418
Harbour Investments
Wisconsin
$89K
HCP
419
Hexagon Capital Partners
Arkansas
$86K +$609 +16 +0.7%
RG
420
Retirement Group
California
$85K -$27.2K -715 -24%
BWL
421
Bogart Wealth LLC
Virginia
$80K -$62.7K -1,649 -43%
AFG
422
Albion Financial Group
Utah
$73K
AWM
423
Atticus Wealth Management
Florida
$72K
SCA
424
Stonebridge Capital Advisors
Minnesota
$67K -$44.9K -1,180 -39%
MA
425
Montag & Associates
Georgia
$67K +$15.2K +400 +28%

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.