Alerian MLP ETF
AMLP
545 hedge funds and large institutions have $3.11B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 187 reducing their positions, and 41 closing their positions.
66% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 41
27% more call options, than puts
Call options by funds: $43.3M | Put options by funds: $34.2M
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
2% more funds holding
Funds holding: 533 → 545 (+12)
4% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 187
0.28% more ownership
Funds ownership: 47.77% → 48.05% (+0.28%)
26% less capital invested
Capital invested by funds: $4.2B → $3.11B (-$1.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.2M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$39.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.1M |
| 4 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$15.1M |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$41.3M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$28.7M |
| 3 |
Goldman Sachs
New York
|
-$21.4M |
| 4 |
JP Morgan Chase
New York
|
-$10.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
576
Corrado Advisors
Ramsey,
New Jersey
| – | -$14.8K | -388 | Closed |
|
577
Parallax Volatility Advisers
San Francisco,
California
| – | -$12.7K | -334 | Closed |
|
578
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$7.58K | -200 | Closed |
|
|
HIA
579
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$5.1K | -134 | Closed |
|
|
DMKJ
580
David M. Knott Jr
| – | -$5K | -120 | Closed |
|
|
BCM
581
Bourgeon Capital Management
Darien,
Connecticut
| – | -$3.81K | -100 | Closed |
|
|
BCMLT
582
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$3.77K | -99 | Closed |
|
|
TWA
583
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2.85K | -75 | Closed |
|
|
CAS
584
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.9K | -50 | Closed |
|
|
CASC
585
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$1.9K | -50 | Closed |
|
|
MS
586
Madden Securities
Dallas,
Texas
| – | -$1.9K | -50 | Closed |
|
|
SWM
587
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$1.53K | -40 | Closed |
|
|
TRCT
588
Tower Research Capital (TRC)
New York
| – | -$1.02K | -26 | -72% |
|
AMLP Hedge Fund Activity: Q1 2023 in Review
545 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2023, worth a combined $3.11B — down 26% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new AMLP positions and 41 closed out — a net gain of 27 holders — while 194 added to existing stakes and 187 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.2M. The largest seller was State of Wisconsin Investment Board, exiting entirely with an estimated $41.3M sold.
- 545 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2023, up from 533 in Q4 2022.
- Funds reported $3.11B of Alerian MLP ETF stock for Q1 2023, down 26% quarter-over-quarter.
- 68 funds opened new Alerian MLP ETF positions in Q1 2023 and 41 closed out, a net change of +27 holders.
- The largest Alerian MLP ETF buyer in Q1 2023 was Morgan Stanley, an estimated $60.2M added.
- The largest Alerian MLP ETF seller in Q1 2023 was State of Wisconsin Investment Board, an estimated $41.3M sold.
Based on aggregated 13F filings for Q1 2023.