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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
BWA
426
BDO Wealth Advisors
Florida
$123K
WSC
427
Wellington Shields & Co
New York
$119K
PA
428
Parallel Advisors
California
$114K +$76.8K +1,953 +187%
CTC
429
Central Trust Company
Missouri
$113K +$1.97K +50 +2%
SSB
430
Sandy Spring Bank
Maryland
$109K
GRP
431
Global Retirement Partners
California
$108K +$236 +6 +0.2%
CTA
432
Colonial Trust Advisors
South Carolina
$101K +$104K +2,645 New
RFA
433
Register Financial Advisors
Georgia
$99.2K +$102K +2,606 New
HI
434
Harbour Investments
Wisconsin
$98.4K
CL
435
CSS LLC
Illinois
$95.2K +$98.3K +2,500 New
PB
436
Pinnacle Bancorp
Nebraska
$95K
PCM
437
Pointe Capital Management
Michigan
$94K -$7.63K -194 -0.8%
HCP
438
Hexagon Capital Partners
Arkansas
$90.2K +$668 +17 +0.7%
GI
439
Gradient Investments
Minnesota
$84.6K +$86.8K +2,208 +14,720%
BWL
440
Bogart Wealth LLC
Virginia
$83.1K
AFG
441
Albion Financial Group
Utah
$76.1K
MA
442
Montag & Associates
Georgia
$70K
CHA
443
Carmichael Hill & Associates
Maryland
$67K +$550 +14 +0.8%
TWC
444
TD Waterhouse Canada
Ontario, Canada
$66K +$10K +255 +17%
RBC
445
Romano Brothers & Co
Illinois
$64.7K +$66.8K +1,700 New
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$63.2K
CNBTD
447
Citizens National Bank Trust Department
Mississippi
$63K
AWA
448
Artemis Wealth Advisors
New York
$61.1K
SFFS
449
Stonehage Fleming Financial Services
Jersey
$57.1K
AWM
450
Atticus Wealth Management
Florida
$55.8K -$24.8K -630 -30%

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.