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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
HW
126
Hancock Whitney
Mississippi
$2.64M +$2.57M +62,632 New
AC
127
AlphaCore Capital
California
$2.64M +$9.6K +234 +0.4%
TCA
128
Transcend Capital Advisors
New Jersey
$2.63M +$189K +4,595 +8%
Mariner
129
Mariner
Kansas
$2.63M +$652K +15,900 +34%
Renaissance Technologies
130
Renaissance Technologies
New York
$2.6M +$287K +7,000 +13%
IECM
131
Intrinsic Edge Capital Management
Illinois
$2.53M
Citadel Advisors
132
Citadel Advisors
Florida
$2.53M -$645K -15,707 -21%
CCMW
133
Cypress Capital Management (Wyoming)
Wyoming
$2.52M -$21.2K -516 -0.9%
PHS
134
Pekin Hardy Strauss
Illinois
$2.49M -$240K -5,860 -9%
RIA
135
Regal Investment Advisors
Michigan
$2.47M -$731K -17,804 -23%
SWM
136
Sculati Wealth Management
Michigan
$2.47M +$101K +2,453 +4%
HH
137
Hilltop Holdings
Texas
$2.44M -$85K -2,072 -3%
MWM
138
Moran Wealth Management
Florida
$2.44M -$32.7K -796 -1%
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
$2.39M +$686K +16,710 +42%
SPIA
140
Steward Partners Investment Advisory
New York
$2.35M +$196K +4,768 +9%
CPIG
141
Chicago Partners Investment Group
Illinois
$2.33M -$148K -3,611 -6%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$2.3M +$108K +2,641 +5%
EFS
143
Essex Financial Services
Connecticut
$2.28M +$223K +5,435 +11%
SRAM
144
Spouting Rock Asset Management
Pennsylvania
$2.28M -$103K -2,500 -4%
MWA
145
Mills Wealth Advisors
Texas
$2.27M +$21.4K +522 +1%
VF
146
Vista Finance
Missouri
$2.25M +$522K +12,721 +31%
SF
147
Synovus Financial
Georgia
$2.25M +$216K +5,259 +11%
IHL
148
Investment House LLC
California
$2.18M +$64.6K +1,575 +3%
TAM
149
Tocqueville Asset Management
New York
$2.16M -$41.9K -1,020 -2%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$2.16M -$168K -4,097 -7%

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.