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Alerian MLP ETF

609 hedge funds and large institutions have $3.84B invested in Alerian MLP ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 233 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 37

26% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 185

18% more capital invested

Capital invested by funds: $3.26B → $3.84B (+$574M)

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

8% more funds holding

Funds holding: 565609 (+44)

6.27% more ownership

Funds ownership: 46.12%52.39% (+6.3%)

26% less call options, than puts

Call options by funds: $20.7M | Put options by funds: $28M

Holders
609
Holders Change
+44
Holders Change %
+7.79%
% of All Funds
8.88%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
92
Increased
233
Reduced
185
Closed
37
Calls
$20.7M
Puts
$28M
Net Calls
-$7.31M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
626
Barclays
United Kingdom
-$333K -7,882 Closed
IP
627
Intellectus Partners
California
-$309K -7,333 Closed
WA
628
WESPAC Advisors
California
-$244K -5,774 Closed
LA
629
LVW Advisors
New York
-$234K -5,555 Closed
WB
630
WesBanco Bank
West Virginia
-$230K -5,456 Closed
PCA
631
Pallas Capital Advisors
Massachusetts
-$220K -5,263 Closed
RFM
632
Royal Fund Management
Florida
-$222K -5,254 Closed
NWM
633
Northcape Wealth Management
New York
-$213K -5,050 Closed
MCC
634
Money Concepts Capital
Florida
-$209K -4,947 Closed
PVI
635
Pine Valley Investments
New Jersey
-$208K -4,937 Closed
CCFM
636
Clear Creek Financial Management
Washington
-$201K -4,762 Closed
MCM
637
Magnolia Capital Management
New York
-$157K -3,725 Closed
AWA
638
Artemis Wealth Advisors
New York
-$67.7K -1,604 Closed
Toronto Dominion Bank
639
Toronto Dominion Bank
Ontario, Canada
-$21.1K -500 Closed
ACA
640
Aptus Capital Advisors
Alabama
-$13K -308 Closed
FMII
641
Farmers & Merchants Investments Inc
Nebraska
-$10.5K -249 Closed
SSWM
642
Sheets Smith Wealth Management
North Carolina
-$10.2K -242 Closed
IPW
643
Impact Partnership Wealth
Georgia
-$4.64K -110 Closed
SCA
644
Stonebridge Capital Advisors
Minnesota
-$3.38K -80 Closed
BAAM
645
Baker Avenue Asset Management
California
-$2.69K -64 Closed
HWP
646
Hibernia Wealth Partners
Louisiana
-$2.11K -50 Closed
FRA
647
Front Row Advisors
California
-$1.48K -35 Closed

AMLP Hedge Fund Activity: Q4 2023 in Review

609 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2023, worth a combined $3.84B — up 18% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AMLP positions and 37 closed out — a net gain of 55 holders — while 233 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $483M. The largest seller was Goldman Sachs, cutting an estimated $47.5M.

  • 609 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2023, up from 565 in Q3 2023.
  • Funds reported $3.84B of Alerian MLP ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 92 funds opened new Alerian MLP ETF positions in Q4 2023 and 37 closed out, a net change of +55 holders.
  • The largest Alerian MLP ETF buyer in Q4 2023 was Morgan Stanley, an estimated $483M added.
  • The largest Alerian MLP ETF seller in Q4 2023 was Goldman Sachs, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2023.