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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
FSA
551
Financial Sense Advisors
California
-$471K -12,880 Closed
BB
552
Bell Bank
North Dakota
-$345K -9,427 Closed
MMA
553
Miracle Mile Advisors
California
-$315K -8,615 Closed
ASI
554
Advisory Services & Investments
Oregon
-$279K -7,623 Closed
BFG
555
Berger Financial Group
Minnesota
-$263K -7,194 Closed
SB
556
Simmons Bank
Arkansas
-$259K -7,084 Closed
KMWM
557
Keudell/Morrison Wealth Management
Oregon
-$245K -6,704 Closed
HW
558
Hamilton Wealth
California
-$236K -6,457 Closed
CI
559
CPR Investments
Michigan
-$236K -6,447 Closed
WIM
560
Warwick Investment Management
Texas
-$231K -6,318 Closed
SS
561
Simplicity Solutions
Minnesota
-$226K -6,187 Closed
AIP
562
ARS Investment Partners
New York
-$221K -6,038 Closed
FIM
563
Fernwood Investment Management
Massachusetts
-$217K -5,941 Closed
YIH
564
Y-Intercept (HK)
Hong Kong
-$217K -5,928 Closed
IAA
565
Independent Advisor Alliance
North Carolina
-$216K -5,903 Closed
EH
566
Equitable Holdings
New York
-$211K -5,781 Closed
AWA
567
Acorn Wealth Advisors
Michigan
-$208K -5,685 Closed
SCFS
568
S.C. Financial Services
Arizona
-$206K -5,640 Closed
IWA
569
Icon Wealth Advisors
Texas
-$118K -3,238 Closed
KSWA
570
Kathleen S. Wright Associates
Pennsylvania
-$57K -1,546 Closed
Nomura Asset Management
571
Nomura Asset Management
Japan
-$54.8K -1,500 Closed
IAMOG
572
Investors Asset Management of Georgia
Georgia
-$51K -1,400 Closed
FA
573
Flagstar Advisors
New York
-$39.8K -1,089 Closed
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$35K -947 Closed
EIP
575
Ellis Investment Partners
Pennsylvania
-$28K -785 Closed

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.