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Alerian MLP ETF

473 hedge funds and large institutions have $2.36B invested in Alerian MLP ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 143 increasing their positions, 161 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

57% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $2.19B → $2.36B (+$176M)

7% more funds holding

Funds holding: 443473 (+30)

3.95% more ownership

Funds ownership: 43.3%47.25% (+3.9%)

11% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 161

24% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $127M

Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
94
Increased
143
Reduced
161
Closed
60
Calls
$96.2M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
451
Vaughan Nelson Investment Management
Texas
$5K
DMKJ
452
David M. Knott Jr
$4K +$4.06K +120 New
OIA
453
Optimum Investment Advisors
Illinois
$3K -$10.2K -300 -75%
BlackRock
454
BlackRock
New York
$3K
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$3K
SBL
456
Sargent Bickham Lagudis
Colorado
$3K
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.08K +91 New
EWM
458
Elmwood Wealth Management
California
$3K +$3.39K +100 New
PFBT
459
Parkside Financial Bank & Trust
Missouri
$3K +$3.46K +102 New
FCA
460
FinTrust Capital Advisors
South Carolina
$2K
FF
461
FourThought Financial
Florida
$2K
MCM
462
MV Capital Management
Maryland
$2K
SN
463
Sittner & Nelson
Oregon
$2K
AWM
464
Activest Wealth Management
Florida
$2K +$68 +2 +3%
S
465
Surevest
California
$2K +$1.83K +54 New
FGAM
466
Financial Gravity Asset Management
Texas
$1.11K +$2.2K +65 +191%
AWM
467
Avior Wealth Management
Nebraska
$1K -$3.35K -99 -71%
FRA
468
Front Row Advisors
California
$1K
GI
469
Gradient Investments
Minnesota
$1K
PCFFS
470
Pacific Center for Financial Services
California
$1K
SWM
471
Sugarloaf Wealth Management
Georgia
$1K +$34 +1 +3%
HR
472
Howe & Rusling
New York
$1K +$542 +16 New
CA
473
CoreCap Advisors
Michigan
$1K +$847 +25 New
NIC
474
Northwest Investment Counselors
Oregon
$1K +$1.46K +43 New
FFG
475
Ford Financial Group
California
$23 +$24.5K +724 New

AMLP Hedge Fund Activity: Q4 2021 in Review

473 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2021, worth a combined $2.36B — up 8% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMLP positions and 60 closed out — a net gain of 34 holders — while 143 added to existing stakes and 161 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.1M. The largest seller was Tectonic Advisors, cutting an estimated $17.1M.

  • 473 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2021, up from 443 in Q3 2021.
  • Funds reported $2.36B of Alerian MLP ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 94 funds opened new Alerian MLP ETF positions in Q4 2021 and 60 closed out, a net change of +34 holders.
  • The largest Alerian MLP ETF buyer in Q4 2021 was Wells Fargo, an estimated $63.1M added.
  • The largest Alerian MLP ETF seller in Q4 2021 was Tectonic Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.