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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
Barclays
76
Barclays
United Kingdom
$5.28M -$2.05M -52,236 -27%
RAM
77
Riggs Asset Management
Pennsylvania
$4.96M -$175K -4,460 -3%
BKA
78
Brick & Kyle Associates
Pennsylvania
$4.9M -$2.44K -62 -0%
VF
79
Vista Finance
Missouri
$4.85M -$339K -8,620 -6%
CA
80
Continental Advisors
Utah
$4.69M -$197K -5,000 -4%
CA
81
Cetera Advisors
Colorado
$4.69M -$45.9K -1,168 -0.9%
TAM
82
Tocqueville Asset Management
New York
$4.54M -$144K -3,660 -3%
HG
83
Herbst Group
Connecticut
$4.33M -$196K -4,980 -4%
PFS
84
Prospera Financial Services
Texas
$4.28M +$420K +10,674 +10%
IFG
85
Independent Financial Group
California
$4.27M -$413K -10,512 -9%
FFN
86
Focus Financial Network
Minnesota
$4.13M -$797K -20,269 -16%
FCM
87
Fourpath Capital Management
Oklahoma
$4.12M +$36.3K +924 +0.9%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$4.11M +$3.68M +93,707 +659%
DADC
89
D.A. Davidson & Co
Montana
$4.09M +$50.6K +1,286 +1%
CAN
90
Cetera Advisor Networks
California
$4.08M +$573K +14,574 +16%
HH
91
Hilltop Holdings
Texas
$4.01M +$787K +20,005 +23%
HW
92
Hancock Whitney
Mississippi
$4M -$119K -3,025 -3%
ST
93
Sageworth Trust
Pennsylvania
$3.99M -$1.06M -27,085 -21%
SFBLI
94
Southern Farm Bureau Life Insurance
Mississippi
$3.92M
Allianz Asset Management
95
Allianz Asset Management
Germany
$3.86M -$1.93M -49,000 -33%
NIM
96
NXG Investment Management
Texas
$3.86M +$3.98M +101,300 New
OC
97
Oppenheimer & Co
New York
$3.83M +$865K +21,992 +28%
HKAM
98
Horizon Kinetics Asset Management
New York
$3.81M -$1.02K -26 -0%
FAM
99
Forte Asset Management
New York
$3.64M +$153K +3,879 +4%
Truist Financial
100
Truist Financial
North Carolina
$3.56M -$397K -10,109 -10%

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.