We are live on ! Find out more
AMLP icon

Alerian MLP ETF

473 hedge funds and large institutions have $2.36B invested in Alerian MLP ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 143 increasing their positions, 161 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

57% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $2.19B → $2.36B (+$176M)

7% more funds holding

Funds holding: 443473 (+30)

3.95% more ownership

Funds ownership: 43.3%47.25% (+3.9%)

11% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 161

24% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $127M

Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
7.28%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.18%
New
94
Increased
143
Reduced
161
Closed
60
Calls
$96.2M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
126
Boenning & Scattergood
Pennsylvania
$1.68M +$60.1K +1,774 +4%
PAG
127
Private Advisor Group
New Jersey
$1.67M -$1.79M -52,880 -51%
OPOWM
128
One Plus One Wealth Management
Florida
$1.65M -$243K -7,174 -12%
SCM
129
SCS Capital Management
Massachusetts
$1.64M
FFA
130
First Foundation Advisors
California
$1.61M -$252K -7,451 -13%
PWM
131
Provident Wealth Management
Tennessee
$1.6M +$90.7K +2,677 +6%
WTA
132
Washington Trust Advisors
Massachusetts
$1.58M +$1.64M +48,405 New
IAN
133
Integrated Advisors Network
Texas
$1.57M +$634K +18,712 +64%
CPIG
134
Chicago Partners Investment Group
Illinois
$1.57M -$33.3K -984 -2%
CCC
135
Crescent Capital Consulting
Louisiana
$1.55M
EIP
136
Easterly Investment Partners
Massachusetts
$1.55M +$1.6M +47,308 New
DC
137
Davenport & Co
Virginia
$1.54M -$193K -5,698 -11%
JHCP
138
Jackson Hole Capital Partners
Oklahoma
$1.51M -$861K -25,417 -36%
LWA
139
Lenox Wealth Advisors
New York
$1.49M +$27.6K +816 +2%
KAS
140
Kestra Advisory Services
Texas
$1.48M -$5.22K -154 -0.3%
BRWM
141
B. Riley Wealth Management
Tennessee
$1.47M +$12.7K +374 +0.8%
RIA
142
Regal Investment Advisors
Michigan
$1.46M +$1.51M +44,630 New
SPC
143
Sigma Planning Corp
Michigan
$1.43M -$57K -1,683 -4%
SWM
144
Sculati Wealth Management
Michigan
$1.41M +$90K +2,658 +7%
William Blair & Company
145
William Blair & Company
Illinois
$1.41M +$563K +16,634 +63%
ACI
146
Alpha Cubed Investments
California
$1.39M
RCA
147
Resonant Capital Advisors
Wisconsin
$1.38M +$1.46K +43 +0.1%
CCM
148
Chickasaw Capital Management
Tennessee
$1.34M +$1.38M +40,830 New
BG
149
Bollard Group
Massachusetts
$1.34M +$19.7K +582 +1%
BIA
150
Barry Investment Advisors
Massachusetts
$1.32M +$5.96K +176 +0.4%

AMLP Hedge Fund Activity: Q4 2021 in Review

473 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2021, worth a combined $2.36B — up 8% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMLP positions and 60 closed out — a net gain of 34 holders — while 143 added to existing stakes and 161 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.1M. The largest seller was Tectonic Advisors, cutting an estimated $17.1M.

  • 473 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2021, up from 443 in Q3 2021.
  • Funds reported $2.36B of Alerian MLP ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 94 funds opened new Alerian MLP ETF positions in Q4 2021 and 60 closed out, a net change of +34 holders.
  • The largest Alerian MLP ETF buyer in Q4 2021 was Wells Fargo, an estimated $63.1M added.
  • The largest Alerian MLP ETF seller in Q4 2021 was Tectonic Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.