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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
TA
51
Tectonic Advisors
Texas
$8.76M +$16.2K +413 +0.2%
NAS
52
Nicolet Advisory Services
Wisconsin
$8.48M +$91.4K +2,326 +1%
CIMLRA
53
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.42M +$8.69M +221,099 New
CAM
54
Congress Asset Management
Massachusetts
$7.93M +$8.19M +208,428 New
CWM
55
Congress Wealth Management
Massachusetts
$7.91M +$8.17M +207,731 New
GFG
56
Greystone Financial Group
Michigan
$7.91M -$16.1K -409 -0.2%
AL
57
Appaloosa LP
New Jersey
$7.77M -$7.9M -201,000 -50%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$7.72M -$242K -6,149 -3%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$7.23M -$182K -4,623 -2%
BFS
60
Bard Financial Services
Connecticut
$7.21M +$684K +17,400 +10%
GG
61
Golden Green
South Carolina
$7.04M +$132K +3,353 +2%
VAG
62
VisionPoint Advisory Group
Texas
$6.92M -$1.95M -49,631 -22%
BJL
63
Brighton Jones LLC
Washington
$6.54M -$1.12M -28,520 -14%
WA
64
Wealth Alliance
New York
$6.5M +$66.7K +1,697 +1%
ACP
65
Aveo Capital Partners
Colorado
$6.38M +$2.83M +71,973 +75%
CCA
66
Checchi Capital Advisers
California
$6.34M -$479K -12,174 -7%
ECM
67
Evergreen Capital Management
Washington
$6.29M -$562K -14,292 -8%
IAN
68
Integrated Advisors Network
Texas
$6.28M +$770K +19,594 +13%
ASN
69
Advisory Services Network
Georgia
$6.08M +$1.18M +30,008 +23%
LBWM
70
Left Brain Wealth Management
Illinois
$6.02M +$6.22M +158,154 New
CB
71
Commerce Bank
Missouri
$5.95M +$310K +7,877 +5%
Brown Advisory
72
Brown Advisory
Maryland
$5.69M +$4.49M +114,312 +326%
ECM
73
Elgethun Capital Management
South Dakota
$5.61M -$30.2K -768 -0.5%
MCM
74
McKinley Capital Management
Alaska
$5.49M +$26.5K +673 +0.5%
BIM
75
Bullseye Investment Management
Ohio
$5.45M +$160K +4,063 +3%

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.