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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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$22.1M +$13.2M +335,665 +136%
CL
27
Choreo LLC
Illinois
$21.8M -$601K -15,289 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$19.8M +$3.09M +78,524 +18%
CS
29
Credit Suisse
Switzerland
$18.5M +$4.86M +123,727 +34%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$18.2M -$500K -12,710 -3%
FAT
31
First American Trust
California
$16.9M +$651K +16,552 +4%
MIM
32
Miller Investment Management
Pennsylvania
$15.7M -$1.85M -47,117 -10%
MSRPS
33
Maryland State Retirement & Pension System
Maryland
$15.2M
PCIA
34
Prime Capital Investment Advisors
Kansas
$12.9M +$7.41M +188,424 +126%
BWP
35
Baldwin Wealth Partners
Massachusetts
$12.1M +$12.4M +315,362 +10,408%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$11.9M +$201K +5,104 +2%
PAIM
37
Punch & Associates Investment Management
Minnesota
$11.8M -$1.38M -35,119 -10%
Citadel Advisors
38
Citadel Advisors
Florida
$11.8M +$2.51M +63,831 +26%
IECM
39
Intrinsic Edge Capital Management
Illinois
$11.4M -$3.93M -100,000 -25%
SFS
40
Searcy Financial Services
Kansas
$11.3M -$2.79M -71,052 -19%
MC
41
Muhlenkamp & Co
Pennsylvania
$10.8M +$10.2K +260 +0.1%
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$10.7M +$10.8M +275,304 +5,108%
PCP
43
Proficio Capital Partners
Massachusetts
$9.6M +$1.43M +36,304 +17%
FTS
44
Fifth Third Securities
Ohio
$9.59M +$176K +4,483 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$9.46M +$2.41M +61,286 +33%
NCM
46
Novare Capital Management
North Carolina
$9.15M
FIM
47
FWL Investment Management
Texas
$9.08M -$507K -12,900 -5%
BDWCC
48
B&D White Capital Company
Texas
$9.07M -$282K -7,175 -3%
Citigroup
49
Citigroup
New York
$9.02M -$523K -13,307 -5%
CWM
50
Chicago Wealth Management
Illinois
$8.91M -$320K -8,139 -3%

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.