We are live on ! Find out more
AMLP icon

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
RFA
451
Register Financial Advisors
Georgia
$210K +$96.4K +2,350 +90%
MCC
452
Money Concepts Capital
Florida
$209K -$26.3K -641 -11%
PVI
453
Pine Valley Investments
New Jersey
$208K +$203K +4,937 New
LC
454
Lindbrook Capital
California
$205K
MLFP
455
MPS Loria Financial Planners
Illinois
$205K +$199K +4,854 New
CWM
456
Cornerstone Wealth Management
Missouri
$204K +$198K +4,833 New
RFN
457
RDA Financial Network
Iowa
$203K +$198K +4,821 New
CW
458
Connectus Wealth
Ohio
$203K -$19.9K -485 -9%
CCFM
459
Clear Creek Financial Management
Washington
$201K +$195K +4,762 New
TPCW
460
TD Private Client Wealth
New York
$197K -$43K -1,049 -18%
CG
461
Cutler Group
California
$194K +$181K +4,403 +2,202%
NFSG
462
Newbridge Financial Services Group
Florida
$192K +$19.9K +485 +12%
UIA
463
Ulland Investment Advisors
Minnesota
$190K +$185K +4,500 New
OP
464
ORG Partners
Indiana
$186K -$143K -3,481 -44%
BTI
465
Blue Trust Inc
Georgia
$181K +$171K +4,171 +950%
PA
466
PSI Advisors
Florida
$173K -$19K -464 -10%
LFA
467
LGT Financial Advisors
Texas
$163K +$158K +3,854 New
MCM
468
Magnolia Capital Management
New York
$157K
BWM
469
Baystate Wealth Management
Massachusetts
$156K +$3K +73 +2%
IWP
470
Icon Wealth Partners
Texas
$147K +$2.63K +64 +2%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$145K +$72.8K +1,775 +107%
FHA
472
First Horizon Advisors
Tennessee
$137K -$5.33K -130 -4%
WSC
473
Wellington Shields & Co
New York
$132K
RBC
474
Rye Brook Capital
Connecticut
$127K
PB
475
Pinnacle Bancorp
Nebraska
$119K

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.