We are live on ! Find out more
AMLP icon

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
BFEC
501
Benjamin F. Edwards & Company
Missouri
$8K
National Bank of Canada
502
National Bank of Canada
Quebec, Canada
$7.58K
SIS
503
Sound Income Strategies
Florida
$6.85K
MDCM
504
Morgan Dempsey Capital Management
Wisconsin
$6.78K
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$6.51K +$6.72K +171 New
ASBI
506
American State Bank (Iowa)
Iowa
$6.47K
AIP
507
Ameritas Investment Partners
Nebraska
$6.01K
IBOK
508
Independence Bank of Kentucky
Kentucky
$6K
BCM
509
Blume Capital Management
California
$5.83K
HIA
510
Harbor Investment Advisory
Maryland
$5.1K +$5.27K +134 New
DMKJ
511
David M. Knott Jr
$5K
RCC
512
Red Cedar Capital
Nebraska
$5K
VNIM
513
Vaughan Nelson Investment Management
Texas
$5K
MRC
514
Millburn Ridgefield Corp
New York
$4K
HB
515
Horizon Bancorp
Indiana
$4K +$4.09K +104 New
BlackRock
516
BlackRock
New York
$3.81K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$3.81K
BCM
518
Bourgeon Capital Management
Connecticut
$3.81K +$3.93K +100 New
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K +$3.89K +99 New
CWP
520
Concord Wealth Partners
Virginia
$3.74K +$3.85K +98 New
AF
521
Allworth Financial
California
$3.46K
TWA
522
TCI Wealth Advisors
Arizona
$2.85K
AWM
523
Activest Wealth Management
Florida
$2.62K +$79 +2 +3%
CAS
524
Coppell Advisory Solutions
Texas
$1.9K +$1.97K +50 New
CASC
525
Coppell Advisory Solutions Corp
Texas
$1.9K +$1.97K +50 New

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.