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Alerian MLP ETF

565 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

18% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 181

10% more capital invested

Capital invested by funds: $2.97B → $3.26B (+$288M)

4% more funds holding

Funds holding: 542565 (+23)

4% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $41.7M

0.32% less ownership

Funds ownership: 46.44%46.12% (-0.32%)

Holders
565
Holders Change
+23
Holders Change %
+4.24%
% of All Funds
8.97%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
213
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$44.4K
IFAM
502
Institutional & Family Asset Management
Colorado
$43.6K +$862 +21 +2%
OIA
503
Optimum Investment Advisors
Illinois
$42.2K
AAG
504
Armstrong Advisory Group
Massachusetts
$34.1K -$4.1K -100 -11%
FCMT
505
Founders Capital Management (Texas)
Texas
$34.1K
JMF
506
Johnson Midwest Financial
Iowa
$33.8K
CT
507
Colonial Trust
South Carolina
$33.4K
SWM
508
Sanctuary Wealth Management
Idaho
$32.1K
PWMG
509
Provence Wealth Management Group
California
$31.3K +$30.5K +743 New
UB
510
UMB Bank
Missouri
$30.7K
FFA
511
Farther Finance Advisors
California
$27.8K
BC
512
Barrett & Company
Rhode Island
$27.6K
CHC
513
City Holding Co
West Virginia
$27K
CCM
514
Chilton Capital Management
Texas
$25.3K
GI
515
GS Investments
Minnesota
$25.3K
FMP
516
Financial Management Professionals
Texas
$23K +$451 +11 +2%
AW
517
Avion Wealth
Texas
$23K +$6.89K +168 +42%
AIC
518
Archer Investment Corporation
Indiana
$22.9K
Toronto Dominion Bank
519
Toronto Dominion Bank
Ontario, Canada
$21.1K
AWM
520
Avior Wealth Management
Nebraska
$19.2K -$154K -3,752 -89%
CAL
521
Capital Analysts LLC
Pennsylvania
$17K
LCM
522
Logan Capital Management
Pennsylvania
$16.9K
PFBT
523
Parkside Financial Bank & Trust
Missouri
$16.7K
MRCM
524
M&R Capital Management
New Jersey
$15.7K
RCM
525
Raleigh Capital Management
North Carolina
$14K -$739 -18 -5%

AMLP Hedge Fund Activity: Q3 2023 in Review

565 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2023, worth a combined $3.26B — up 9.7% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMLP positions and 35 closed out — a net gain of 27 holders — while 213 added to existing stakes and 181 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $30.8M.

  • 565 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2023, up from 542 in Q2 2023.
  • Funds reported $3.26B of Alerian MLP ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 62 funds opened new Alerian MLP ETF positions in Q3 2023 and 35 closed out, a net change of +27 holders.
  • The largest Alerian MLP ETF buyer in Q3 2023 was Goldman Sachs, an estimated $54.4M added.
  • The largest Alerian MLP ETF seller in Q3 2023 was Bank of America, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2023.