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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
CHA
426
Carmichael Hill & Associates
Maryland
$64K -$10.9K -286 -14%
CNBTD
427
Citizens National Bank Trust Department
Mississippi
$61K -$5.33K -140 -8%
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$61K
TWC
429
TD Waterhouse Canada
Ontario, Canada
$60.7K +$4.41K +116 +8%
WAM
430
Worth Asset Management
Texas
$59K -$446K -11,729 -88%
AWA
431
Artemis Wealth Advisors
New York
$58.6K
KSWA
432
Kathleen S. Wright Associates
Pennsylvania
$57K
Nomura Asset Management
433
Nomura Asset Management
Japan
$54.8K -$289K -7,600 -84%
SFFS
434
Stonehage Fleming Financial Services
Jersey
$54K +$57.1K +1,500 New
GWM
435
Geneos Wealth Management
Colorado
$52K -$744K -19,543 -93%
IAMOG
436
Investors Asset Management of Georgia
Georgia
$51K
US Bancorp
437
US Bancorp
Minnesota
$46K -$24.1K -634 -34%
DI
438
Disciplined Investments
Oklahoma
$46K
OIA
439
Optimum Investment Advisors
Illinois
$40K
FA
440
Flagstar Advisors
New York
$39.8K +$41.4K +1,089 New
OPW
441
Oxler Private Wealth
New York
$38.3K +$15.2K +400 New
PA
442
Parallel Advisors
California
$38K -$21.6K -568 -35%
S
443
SignatureFD
Georgia
$38K
IFAM
444
Institutional & Family Asset Management
Colorado
$35K +$647 +17 +2%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$36K +947 New
FCMT
446
Founders Capital Management (Texas)
Texas
$30K
SC
447
Stephens Consulting
Michigan
$29.2K
SSG
448
Summit Securities Group
New York
$29K -$141K -3,700 -82%
BC
449
Barrett & Company
Rhode Island
$28.7K +$28.7K +755 New
EIP
450
Ellis Investment Partners
Pennsylvania
$28K

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.