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Alerian MLP ETF

473 hedge funds and large institutions have $2.36B invested in Alerian MLP ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 143 increasing their positions, 161 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

57% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $2.19B → $2.36B (+$176M)

7% more funds holding

Funds holding: 443473 (+30)

3.95% more ownership

Funds ownership: 43.3%47.25% (+3.9%)

11% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 161

24% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $127M

Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
94
Increased
143
Reduced
161
Closed
60
Calls
$96.2M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
501
Two Sigma Securities
New York
-$320K -9,599 Closed
FWM
502
Frontier Wealth Management
Missouri
-$305K -9,161 Closed
RRWA
503
Rainey & Randall Wealth Advisors
Florida
-$261K -7,818 Closed
ST
504
Sabal Trust
Florida
-$241K -7,235 Closed
RCYC
505
Richard C. Young & Co
Rhode Island
-$237K -7,112 Closed
AWA
506
Acorn Wealth Advisors
Michigan
-$232K -6,955 Closed
PP
507
Patten & Patten
Tennessee
-$221K -6,622 Closed
RT
508
Rockland Trust
Massachusetts
-$217K -6,511 Closed
CCP
509
Cassia Capital Partners
North Carolina
-$211K -6,317 Closed
WCM
510
Weik Capital Management
Pennsylvania
-$204K -6,110 Closed
AFP
511
Ausdal Financial Partners
Iowa
-$202K -6,073 Closed
AP
512
Atwood & Palmer
Missouri
-$198K -5,940 Closed
IWN
513
Independent Wealth Network
Iowa
-$210K -5,936 Closed
WTC
514
WhitTier Trust Company
Nevada
-$78K -2,329 Closed
RCA
515
Ranch Capital Advisors
Florida
-$59K -1,772 Closed
CFA
516
Cahill Financial Advisors
Minnesota
-$59K -1,758 Closed
JCM
517
Jacobi Capital Management
Pennsylvania
-$47K -1,422 Closed
GRP
518
Global Retirement Partners
California
-$46K -1,389 Closed
FA
519
Flagstar Advisors
New York
-$44K -1,326 Closed
AssetMark Inc
520
AssetMark Inc
California
-$35K -1,038 Closed
AWA
521
Arkadios Wealth Advisors
Georgia
-$34K -1,025 Closed
MA
522
MUFG Americas
New York
-$33K -1,000 Closed
PWA
523
Phoenix Wealth Advisors
North Carolina
-$17K -500 Closed
BC
524
Bartlett & Co
Ohio
-$9K -271 Closed
BCWM
525
Bartlett & Co Wealth Management
Ohio
-$9.03K -271 Closed

AMLP Hedge Fund Activity: Q4 2021 in Review

473 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2021, worth a combined $2.36B — up 8% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMLP positions and 60 closed out — a net gain of 34 holders — while 143 added to existing stakes and 161 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.1M. The largest seller was Tectonic Advisors, cutting an estimated $17.1M.

  • 473 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2021, up from 443 in Q3 2021.
  • Funds reported $2.36B of Alerian MLP ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 94 funds opened new Alerian MLP ETF positions in Q4 2021 and 60 closed out, a net change of +34 holders.
  • The largest Alerian MLP ETF buyer in Q4 2021 was Wells Fargo, an estimated $63.1M added.
  • The largest Alerian MLP ETF seller in Q4 2021 was Tectonic Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.