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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: 21 β†’ 24 (+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: 505 β†’ 514 (+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 β†’ $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56% β†’ 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
CHC
451
City Holding Co
West Virginia
$23K – – –
GI
452
GS Investments
Minnesota
$22K – – –
AWM
453
Avior Wealth Management
Nebraska
$22K +$21.5K +565 +1,314%
AAP
454
Arax Advisory Partners
Colorado
$22K +$23.3K +613 New
MRCM
455
M&R Capital Management
New Jersey
$21K – – –
CWC
456
Carolinas Wealth Consulting
North Carolina
$21K +$381 +10 +2%
AA
457
Ancora Advisors
Ohio
$20K -$381 -10 -2%
MAM
458
Meeder Asset Management
Ohio
$20K +$21.1K +554 New
AIC
459
Archer Investment Corporation
Indiana
$19.9K – – –
CWM
460
Castle Wealth Management
Florida
$19K – – –
WFA
461
Wipfli Financial Advisors
Wisconsin
$19K +$19.9K +522 New
C
462
Covestor
United Kingdom
$17K – – –
LWP
463
Lumature Wealth Partners
Georgia
$17K – – –
TFS
464
TrustCore Financial Services
Tennessee
$17K +$2.21K +58 +15%
TRCT
465
Tower Research Capital (TRC)
New York
$16K -$16.6K -437 -50%
HIM
466
Hillsdale Investment Management
Ontario, Canada
$16K -$9.51K -250 -36%
SWM
467
Selective Wealth Management
Virginia
$16K – – –
ME
468
McIlrath & Eck
Washington
$15K -$2.51K -66 -14%
AW
469
Avion Wealth
Texas
$15K – – –
UB
470
UMB Bank
Missouri
$15K – – –
DTIM
471
Danda Trouve Investment Management
Kansas
$14K +$14.7K +386 New
MIM
472
Macroview Investment Management
Maryland
$11K +$190 +5 +2%
RCM
473
Raleigh Capital Management
North Carolina
$10K -$1.33K -35 -11%
OC
474
Oakworth Capital
Alabama
$10K – – –
POIA
475
Pin Oak Investment Advisors
Texas
$10K – – –

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 β€” up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out β€” a net gain of 17 holders β€” 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.