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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
T
526
TCWP
Ohio
-$440K -12,796 Closed
ACM
527
Ascendant Capital Management
California
-$431K -12,500 Closed
GTAM
528
Global Trust Asset Management
Florida
-$399K -11,590 Closed
WDC
529
Woodward Diversified Capital
California
-$345K -10,000 Closed
FFA
530
Founders Financial Alliance
North Carolina
-$341K -9,889 Closed
WEPOG
531
Wealth Enhancement & Preservation of GA
Georgia
-$336K -9,614 Closed
TRIA
532
Trail Ridge Investment Advisors
Colorado
-$309K -8,979 Closed
LA
533
Legacy Advisors
Pennsylvania
-$273K -7,936 Closed
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
-$239K -6,949 Closed
CI
535
CX Institutional
Indiana
-$216K -6,282 Closed
EP
536
Eudaimonia Partners
Tennessee
-$200K -5,797 Closed
AIP
537
Ahrens Investment Partners
Louisiana
-$147K -4,281 Closed
VVP
538
Venture Visionary Partners
Ohio
-$138K -4,017 Closed
COCM
539
Charter Oak Capital Management
New Hampshire
-$109K -3,167 Closed
TCWM
540
Total Clarity Wealth Management
Illinois
-$107K -3,107 Closed
UIA
541
Ulland Investment Advisors
Minnesota
-$86K -2,500 Closed
BFG
542
Baron Financial Group
New Jersey
-$40.7K -1,181 Closed
CCM
543
Chilton Capital Management
Texas
-$40K -1,168 Closed
CT
544
Cambridge Trust
Massachusetts
-$39K -1,130 Closed
BMD
545
Better Money Decisions
New Mexico
-$38K -1,110 Closed
CF
546
Concorde Financial
Texas
-$24K -700 Closed
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
-$22K -640 Closed
AW
548
ACG Wealth
Georgia
-$15K -440 Closed
SC
549
Solstein Capital
California
-$14K -410 Closed
TWM
550
Tradition Wealth Management
Minnesota
-$12K -347 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.