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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
PGAM
451
Princeton Global Asset Management
New Jersey
$51K +$53.1K +1,350 New
US Bancorp
452
US Bancorp
Minnesota
$47.7K
DI
453
Disciplined Investments
Oklahoma
$46K -$1.65K -42 -3%
WAM
454
Worth Asset Management
Texas
$41.4K -$21K -535 -33%
S
455
SignatureFD
Georgia
$39.9K
OIA
456
Optimum Investment Advisors
Illinois
$38.1K -$3.93K -100 -9%
SWA
457
Sutton Wealth Advisors
Florida
$38.1K +$39.3K +1,000 New
IFAM
458
Institutional & Family Asset Management
Colorado
$37K +$708 +18 +2%
IGWM
459
ICA Group Wealth Management
Colorado
$34.3K +$35.4K +901 New
GWM
460
Geneos Wealth Management
Colorado
$33K -$22.4K -570 -40%
FCMT
461
Founders Capital Management (Texas)
Texas
$31K
AAG
462
Armstrong Advisory Group
Massachusetts
$30.8K +$31.8K +808 New
CT
463
Colonial Trust
South Carolina
$30.1K +$31.1K +791 New
CWA
464
Clearview Wealth Advisors
Oregon
$29.2K +$30.2K +767 New
SWM
465
Sanctuary Wealth Management
Idaho
$28.9K +$29.9K +760 New
BC
466
Barrett & Company
Rhode Island
$28.7K
SCA
467
Stonebridge Capital Advisors
Minnesota
$28.2K -$43.2K -1,100 -60%
PFA
468
Pathway Financial Advisers
Indiana
$26.5K +$27.4K +697 New
AWM
469
Accurate Wealth Management
Florida
$26.4K +$26.4K +672 New
FFA
470
Farther Finance Advisors
California
$25.1K +$25.9K +658 New
CHC
471
City Holding Co
West Virginia
$24.4K
AAP
472
Arax Advisory Partners
Colorado
$23.4K +$118 +3 +0.5%
GI
473
GS Investments
Minnesota
$22.8K
CWC
474
Carolinas Wealth Consulting
North Carolina
$22.1K +$432 +11 +2%
AA
475
Ancora Advisors
Ohio
$21K

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.