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Alerian MLP ETF

542 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $27M

11% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 545542 (-3)

4% less capital invested

Capital invested by funds: $3.11B → $2.97B (-$134M)

1.61% less ownership

Funds ownership: 48.05%46.44% (-1.6%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
183
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
476
Tower Research Capital (TRC)
New York
$31.8K +$31K +800 +8,000%
FCMT
477
Founders Capital Management (Texas)
Texas
$31.7K
JMF
478
Johnson Midwest Financial
Iowa
$31.4K +$31K +800 New
CT
479
Colonial Trust
South Carolina
$31K
CWA
480
Clearview Wealth Advisors
Oregon
$30.8K +$349 +9 +1%
BWA
481
BDO Wealth Advisors
Florida
$30.7K
SWM
482
Sanctuary Wealth Management
Idaho
$29.8K +$29.5K +760 New
UB
483
UMB Bank
Missouri
$28.5K +$1.16K +30 +4%
FFA
484
Farther Finance Advisors
California
$25.8K
BC
485
Barrett & Company
Rhode Island
$25.7K -$3.88K -100 -13%
CHC
486
City Holding Co
West Virginia
$25.1K
CWC
487
Carolinas Wealth Consulting
North Carolina
$23.7K +$504 +13 +2%
CCM
488
Chilton Capital Management
Texas
$23.5K
GI
489
GS Investments
Minnesota
$23.5K
SCA
490
Stonebridge Capital Advisors
Minnesota
$22.7K
AIC
491
Archer Investment Corporation
Indiana
$21.3K
FMP
492
Financial Management Professionals
Texas
$21K +$427 +11 +2%
Toronto Dominion Bank
493
Toronto Dominion Bank
Ontario, Canada
$20K
BTI
494
Blue Trust Inc
Georgia
$17K -$1,000K -25,776 -98%
CAL
495
Capital Analysts LLC
Pennsylvania
$16K +$2.13K +55 +16%
LWP
496
Lumature Wealth Partners
Georgia
$15.7K -$2.75K -71 -15%
LCM
497
Logan Capital Management
Pennsylvania
$15.7K +$15.5K +400 New
PFBT
498
Parkside Financial Bank & Trust
Missouri
$15.5K +$15.3K +395 New
AW
499
Avion Wealth
Texas
$15K
MRCM
500
M&R Capital Management
New Jersey
$14.6K

AMLP Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2023, worth a combined $2.97B — down 4.3% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMLP positions and 48 closed out — a net gain of 3 holders — while 204 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $31.4M.

  • 542 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2023, down from 545 in Q1 2023.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q2 2023, down 4.3% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q2 2023 and 48 closed out, a net change of +3 holders.
  • The largest Alerian MLP ETF buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Alerian MLP ETF seller in Q2 2023 was Wells Fargo, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.