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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
FMN
576
Financial Management Network
California
-$885K -22,343 Closed
BIP
577
Blueprint Investment Partners
North Carolina
-$756K -19,277 Closed
DT
578
Diversified Trust
Tennessee
-$663K -16,908 Closed
BMCM
579
Black Maple Capital Management
Wisconsin
-$546K -13,929 Closed
CW
580
CreativeOne Wealth
Kansas
-$480K -12,252 Closed
EWA
581
EverSource Wealth Advisors
Alabama
-$459K -11,713 Closed
TI
582
Tidal Investments
Wisconsin
-$375K -9,559 Closed
TSS
583
Two Sigma Securities
New York
-$361K -9,206 Closed
ASI
584
Advisory Services & Investments
Oregon
-$327K -8,346 Closed
RH
585
RFG Holdings
Texas
-$225K -5,827 Closed
FWP
586
Firethorn Wealth Partners
Georgia
-$209K -5,320 Closed
SEP
587
Southland Equity Partners
Missouri
-$206K -5,259 Closed
GFG
588
Greystone Financial Group
Michigan
-$203K -5,190 Closed
DI
589
Disciplined Investments
Oklahoma
-$49K -1,249 Closed
RI
590
Ridgewood Investments
New Jersey
-$42.2K -1,075 Closed
WAM
591
Worth Asset Management
Texas
-$37.9K -967 Closed
IGWM
592
ICA Group Wealth Management
Colorado
-$35.3K -901 Closed
CWA
593
Clearview Wealth Advisors
Oregon
-$30.8K -784 Closed
WP
594
WealthPLAN Partners
Nebraska
-$11.8K -300 Closed
FMTCOCP
595
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$10K -250 Closed
HB
596
Horizon Bancorp
Indiana
-$4K -104 Closed
CWP
597
Concord Wealth Partners
Virginia
-$4.01K -102 Closed
CFO
598
CVA Family Office
Colorado
-$3.14K -80 Closed
AIP
599
Ameritas Investment Partners
Nebraska
-$1.1K -28 Closed
CIA
600
Cape Investment Advisory
Georgia
-$941 -24 Closed

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.