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Alerian MLP ETF

514 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

14% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $49.8M

2% more funds holding

Funds holding: 505514 (+9)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $2.93B → $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56%50.32% (-1.2%)

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.41%
New
66
Increased
185
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$3K +$3.46K +91 New
FF
502
FourThought Financial
Florida
$2K
MA
503
MCF Advisors
Kentucky
$2K
MCM
504
MV Capital Management
Maryland
$2K
AWM
505
Activest Wealth Management
Florida
$2K +$38 +1 +2%
SWM
506
Sugarloaf Wealth Management
Georgia
$2K +$38 +1 +3%
S
507
Surevest
California
$2K +$38 +1 +2%
HR
508
Howe & Rusling
New York
$2K +$2.09K +55 New
FGAM
509
Financial Gravity Asset Management
Texas
$1.24K +$342 +9 +9%
WIM
510
Westside Investment Management
California
$1.17K +$335K +8,797 +38%
FRA
511
Front Row Advisors
California
$1K
GI
512
Gradient Investments
Minnesota
$1K
TFA
513
Transamerica Financial Advisors
Florida
$1K
Bank of Montreal
514
Bank of Montreal
Ontario, Canada
$552 +$31.8K +835 +6%
LP
515
LGL Partners
Pennsylvania
-$15.3M -444,666 Closed
HT
516
HighTower Trust
Texas
-$6.17K -145,906 Closed
SFS
517
Sowell Financial Services
Arkansas
-$1.72M -45,206 Closed
Wolverine Trading
518
Wolverine Trading
Illinois
-$1.51M -39,803 Closed
FAIM
519
Financial Advocates Investment Management
Washington
-$1.07M -31,206 Closed
BWM
520
BNC Wealth Management
Oregon
-$1.01M -29,351 Closed
Millennium Management
521
Millennium Management
New York
-$889K -25,800 Closed
LWM
522
Laidlaw Wealth Management
New York
-$797K -23,121 Closed
Bank of New York Mellon
523
Bank of New York Mellon
New York
-$775K -22,498 Closed
JGC
524
J. Goldman & Co
New York
-$690K -20,025 Closed
FEG
525
Financial Enhancement Group
Indiana
-$552K -16,013 Closed

AMLP Hedge Fund Activity: Q3 2022 in Review

514 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2022, worth a combined $3.05B — up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out — a net gain of 17 holders — while 185 added to existing stakes and 171 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $50.2M.

  • 514 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $3.05B of Alerian MLP ETF stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 66 funds opened new Alerian MLP ETF positions in Q3 2022 and 49 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q3 2022 was LPL Financial, an estimated $29.7M added.
  • The largest Alerian MLP ETF seller in Q3 2022 was Wells Fargo, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.