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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
EWM
401
EPG Wealth Management
Georgia
$211K +$3.11K +79 +1%
WS
402
Wedbush Securities
California
$211K -$102K -2,607 -32%
HAS
403
HBW Advisory Services
California
$207K -$1.1M -28,084 -84%
NEWAS
404
N.E.W. Advisory Services
Wisconsin
$206K +$212K +5,401 New
CWS
405
Cypress Wealth Services
California
$205K +$2.32K +59 +1%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$205K +$211K +5,376 New
AP
407
Arlington Partners
Alabama
$204K
FWP
408
Firethorn Wealth Partners
Georgia
$203K +$210K +5,330 New
G
409
Gainplan
Michigan
$202K +$209K +5,315 New
NFSG
410
Newbridge Financial Services Group
Florida
$194K +$45.2K +1,150 +29%
RG
411
Retirement Group
California
$189K +$104K +2,652 +115%
CW
412
Connectus Wealth
Ohio
$187K -$28.7K -730 -13%
LC
413
Lindbrook Capital
California
$185K -$5.03K -128 -3%
HNB
414
Huntington National Bank
Ohio
$183K
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$182K -$1.28M -32,668 -87%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$180K +$17.4K +443 +10%
PA
417
PSI Advisors
Florida
$176K -$22.1K -562 -11%
RIA
418
Realta Investment Advisors
Delaware
$171K -$66.3K -1,686 -27%
Fidelity Investments
419
Fidelity Investments
Massachusetts
$167K -$55.3K -1,406 -24%
SWM
420
Spire Wealth Management
Virginia
$161K +$54.5K +1,385 +49%
DWP
421
Destiny Wealth Partners
Florida
$158K
MCM
422
Magnolia Capital Management
New York
$142K
MHR
423
Matthew Hamilton Rosenberg
$136K
BWM
424
Baystate Wealth Management
Massachusetts
$132K +$2.44K +62 +2%
FHA
425
First Horizon Advisors
Tennessee
$129K -$393 -10 -0.3%

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.