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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
WA
401
Waddell & Associates
Tennessee
$268K
MOS
402
MGO One Seven
Ohio
$268K +$261K +6,350 New
FWM
403
FFT Wealth Management
Pennsylvania
$266K -$20.5K -500 -7%
LCM
404
Lazari Capital Management
California
$265K -$4.1K -100 -2%
CWM
405
Collaborative Wealth Management
Florida
$264K +$1.19K +29 +0.5%
EWM
406
Edge Wealth Management
New York
$261K
CIAS
407
Capital Investment Advisory Services
North Carolina
$259K +$252K +6,138 New
RG
408
Retirement Group
California
$258K +$1.07K +26 +0.4%
HWM
409
HB Wealth Management
Georgia
$257K +$15.7K +382 +7%
SCA
410
Snowden Capital Advisors
New York
$256K -$81.3K -1,982 -25%
PA
411
Parallel Advisors
California
$256K +$70.9K +1,727 +40%
VCM
412
Virtue Capital Management
Tennessee
$256K
RPGK
413
Retirement Planning Group (Kansas)
Kansas
$255K -$12.1K -294 -5%
NEWAS
414
N.E.W. Advisory Services
Wisconsin
$254K -$1.56K -38 -0.6%
SG Americas Securities
415
SG Americas Securities
New York
$254K -$223K -5,431 -47%
MAP
416
Milestone Advisory Partners
North Carolina
$254K +$247K +6,009 New
BCM
417
Buckhead Capital Management
Georgia
$253K +$246K +6,006 New
IWM
418
IHT Wealth Management
Illinois
$253K -$24.7K -601 -9%
Vontobel Holding
419
Vontobel Holding
Switzerland
$253K -$18.5K -450 -7%
EFG
420
Ethos Financial Group
Pennsylvania
$253K
RFC
421
Regions Financial Corp
Alabama
$253K
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$251K +$244K +5,953 New
GHAM
423
Gilman Hill Asset Management
Connecticut
$249K -$4.1K -100 -2%
EWM
424
EPG Wealth Management
Georgia
$245K +$2.71K +66 +1%
CHJWM
425
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244K +$28.7K +700 +14%

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.