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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
426
WESPAC Advisors
California
$244K +$237K +5,774 New
HW
427
Hamilton Wealth
California
$243K -$862 -21 -0.4%
LFG
428
Larson Financial Group
Missouri
$243K -$28.6K -697 -11%
KMWM
429
Keudell/Morrison Wealth Management
Oregon
$242K
US Bancorp
430
US Bancorp
Minnesota
$241K +$137K +3,344 +141%
MA
431
Mutual Advisors
Nebraska
$239K +$233K +5,666 New
WTA
432
Washington Trust Advisors
Massachusetts
$239K -$22.5K -548 -9%
ECG
433
Edge Capital Group
Georgia
$235K
CWS
434
Cypress Wealth Services
California
$234K +$2.87K +70 +1%
LA
435
LVW Advisors
New York
$234K
RIA
436
Realta Investment Advisors
Delaware
$231K
WB
437
WesBanco Bank
West Virginia
$230K
DIA
438
Dana Investment Advisors
Wisconsin
$230K
NSG
439
Nalls Sherbakoff Group
Tennessee
$228K +$246 +6 +0.1%
TFA
440
Teamwork Financial Advisors
Texas
$228K -$2.22K -54 -1%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$226K -$34K -829 -13%
RFM
442
Royal Fund Management
Florida
$222K +$216K +5,254 New
VCP
443
Verus Capital Partners
Arizona
$221K +$215K +5,239 New
VNB
444
Virginia National Bank
Virginia
$220K +$214K +5,206 New
PCA
445
Pallas Capital Advisors
Massachusetts
$220K +$216K +5,263 New
HNB
446
Huntington National Bank
Ohio
$217K
HI
447
Harbour Investments
Wisconsin
$216K +$99.4K +2,421 +90%
NWM
448
Northcape Wealth Management
New York
$213K -$82.1K -2,000 -28%
DWA
449
Douglass Winthrop Advisors
New York
$211K +$205K +5,000 New
FG
450
Fiduciary Group
Georgia
$211K +$205K +5,000 New

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.