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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
HWA
126
Heartwood Wealth Advisors
Virginia
$2.55M -$108K -2,743 -4%
RIA
127
Regal Investment Advisors
Michigan
$2.52M -$361K -9,194 -12%
Lido Advisors
128
Lido Advisors
California
$2.5M +$59.5K +1,514 +2%
BCP
129
Berkeley Capital Partners
Georgia
$2.47M +$40K +1,017 +2%
VCM
130
Violich Capital Management
California
$2.47M +$74.7K +1,900 +3%
SPC
131
Sigma Planning Corp
Michigan
$2.46M +$1.65M +41,991 +186%
AA
132
Altman Advisors
Illinois
$2.44M +$1.54M +39,195 +177%
SRSA
133
S.R. Schill & Associates
Washington
$2.43M +$77.9K +1,982 +3%
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$2.43M -$10.7K -271 -0.4%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$2.38M -$550K -13,978 -18%
SPIA
136
Steward Partners Investment Advisory
New York
$2.31M +$399K +10,147 +20%
CPIG
137
Chicago Partners Investment Group
Illinois
$2.26M +$170K +4,312 +8%
AWM
138
Apollon Wealth Management
South Carolina
$2.24M +$1.85M +47,004 +396%
KAS
139
Kestra Advisory Services
Texas
$2.2M +$193K +4,901 +9%
CMI
140
Clare Market Investments
Texas
$2.18M -$989K -25,152 -30%
SRAM
141
Spouting Rock Asset Management
Pennsylvania
$2.15M
AWS
142
Atria Wealth Solutions
New York
$2.14M +$182K +4,635 +9%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$2.14M -$479K -12,175 -18%
NA
144
NewEdge Advisors
Louisiana
$2.13M +$1.59M +40,320 +57%
JHCP
145
Jackson Hole Capital Partners
Oklahoma
$2.11M -$7.59K -193 -0.3%
Mariner
146
Mariner
Kansas
$2.09M +$591K +15,041 +38%
PAG
147
Private Advisor Group
New Jersey
$2.06M +$1.41M +35,889 +32%
TCA
148
Transcend Capital Advisors
New Jersey
$2.05M -$404K -10,285 -16%
SS
149
Sunbelt Securities
Texas
$2.04M -$8.93K -227 -0.4%
SWM
150
Sculati Wealth Management
Michigan
$2.03M +$122K +3,109 +6%

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.