We are live on ! Find out more
AMLP icon

Alerian MLP ETF

542 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $27M

11% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 545542 (-3)

4% less capital invested

Capital invested by funds: $3.11B → $2.97B (-$134M)

1.61% less ownership

Funds ownership: 48.05%46.44% (-1.6%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
183
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Aveo Capital Partners
Colorado
$7.37M +$1.06M +27,402 +17%
ECM
52
Evergreen Capital Management
Washington
$7.37M +$710K +18,298 +11%
Jane Street
53
Jane Street
New York
$7.04M +$4.96M +127,784 +247%
WA
54
Wealth Alliance
New York
$6.98M +$127K +3,269 +2%
MC
55
Muhlenkamp & Co
Pennsylvania
$6.84M +$6.77M +174,555 New
PA
56
PFG Advisors
Arizona
$6.74M +$858K +22,125 +15%
PAG
57
Private Advisor Group
New Jersey
$6.51M +$83.8K +2,161 +1%
ECM
58
Elgethun Capital Management
South Dakota
$6.12M +$120K +3,098 +2%
MCM
59
McKinley Capital Management
Alaska
$5.94M -$35.3K -909 -0.6%
CAM
60
Congress Asset Management
Massachusetts
$5.9M -$675K -17,418 -10%
CWM
61
Congress Wealth Management
Massachusetts
$5.89M -$664K -17,135 -10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$5.84M -$1.39M -35,759 -19%
LBWM
63
Left Brain Wealth Management
Illinois
$5.84M -$250K -6,459 -4%
SAM
64
Shikiar Asset Management
New York
$5.53M +$15.9K +410 +0.3%
IAN
65
Integrated Advisors Network
Texas
$5.42M +$989K +25,510 +23%
CB
66
Commerce Bank
Missouri
$5.24M -$834K -21,516 -14%
RAM
67
Riggs Asset Management
Pennsylvania
$5.2M +$93.7K +2,416 +2%
BKA
68
Brick & Kyle Associates
Pennsylvania
$5.14M +$27.7K +714 +0.6%
William Blair & Company
69
William Blair & Company
Illinois
$4.97M +$1.36M +34,976 +38%
CAN
70
Cetera Advisor Networks
California
$4.92M +$441K +11,376 +10%
CA
71
Cetera Advisors
Colorado
$4.85M +$29.1K +751 +0.6%
CA
72
Continental Advisors
Utah
$4.48M -$155K -4,000 -3%
DADC
73
D.A. Davidson & Co
Montana
$4.47M +$206K +5,306 +5%
BJL
74
Brighton Jones LLC
Washington
$4.44M -$954K -24,590 -18%
UCFA
75
United Capital Financial Advisors
Texas
$4.41M +$2.29M +58,925 +110%

AMLP Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2023, worth a combined $2.97B — down 4.3% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMLP positions and 48 closed out — a net gain of 3 holders — while 204 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $31.4M.

  • 542 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2023, down from 545 in Q1 2023.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q2 2023, down 4.3% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q2 2023 and 48 closed out, a net change of +3 holders.
  • The largest Alerian MLP ETF buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Alerian MLP ETF seller in Q2 2023 was Wells Fargo, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.