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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
ASN
51
Advisory Services Network
Georgia
$8.36M +$325K +7,917 +4%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$8.12M -$26.6K -647 -0.3%
Citigroup
53
Citigroup
New York
$8.11M +$38.3K +934 +0.5%
HCM
54
Hilton Capital Management
New York
$8.06M +$7.84M +190,982 New
ECM
55
Evergreen Capital Management
Washington
$7.97M +$41.4K +1,009 +0.5%
ACP
56
Aveo Capital Partners
Colorado
$7.53M -$383K -9,343 -5%
WA
57
Wealth Alliance
New York
$7.4M -$102K -2,492 -1%
MC
58
Muhlenkamp & Co
Pennsylvania
$7.37M
CIMLRA
59
CBRE Investment Management Listed Real Assets
Pennsylvania
$7.35M -$888K -21,627 -11%
CA
60
Cetera Advisors
Colorado
$6.99M +$1.72M +41,941 +34%
LSA
61
L & S Advisors
California
$6.82M +$3.26M +79,465 +97%
PAG
62
Private Advisor Group
New Jersey
$6.74M -$111K -2,712 -2%
ECM
63
Elgethun Capital Management
South Dakota
$6.62M +$83.1K +2,024 +1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$6.51M +$212K +5,177 +3%
MCM
65
McKinley Capital Management
Alaska
$6.5M +$101K +2,473 +2%
CAN
66
Cetera Advisor Networks
California
$6.38M +$1.06M +25,809 +21%
WANY
67
Wealthspire Advisors (New York)
New York
$6.38M +$2.59M +63,071 +72%
LBWM
68
Left Brain Wealth Management
Illinois
$6.15M -$130K -3,162 -2%
SAM
69
Shikiar Asset Management
New York
$6.07M +$116K +2,820 +2%
IAN
70
Integrated Advisors Network
Texas
$5.81M -$15.9K -388 -0.3%
BKA
71
Brick & Kyle Associates
Pennsylvania
$5.74M +$243K +5,912 +5%
CWM
72
Congress Wealth Management
Massachusetts
$5.65M -$668K -16,288 -11%
CAM
73
Congress Asset Management
Massachusetts
$5.64M -$689K -16,788 -11%
RAM
74
Riggs Asset Management
Pennsylvania
$5.61M +$16.1K +393 +0.3%
CB
75
Commerce Bank
Missouri
$5.59M -$43.6K -1,062 -0.8%

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.