We are live on ! Find out more
AMLP icon

Alerian MLP ETF

514 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 49

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

14% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $49.8M

2% more funds holding

Funds holding: 505514 (+9)

8% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 171

4% more capital invested

Capital invested by funds: $2.93B → $3.05B (+$122M)

1.25% less ownership

Funds ownership: 51.56%50.32% (-1.2%)

Holders
514
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
8.85%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.41%
New
66
Increased
185
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$1.85M +$99K +2,601 +5%
GA
152
Greenspring Advisors
Maryland
$1.84M -$84.3K -2,215 -4%
SWM
153
Sculati Wealth Management
Michigan
$1.83M +$37.7K +990 +2%
EIP
154
Easterly Investment Partners
Massachusetts
$1.81M
VF
155
Virtu Financial
New York
$1.8M -$5.5M -144,562 -75%
Invesco
156
Invesco
Georgia
$1.78M -$456K -11,986 -20%
DC
157
Davenport & Co
Virginia
$1.77M -$37.4K -983 -2%
SIC
158
Samalin Investment Counsel
New York
$1.67M -$64.7K -1,701 -4%
WTA
159
Washington Trust Advisors
Massachusetts
$1.66M -$35.9K -944 -2%
HWA
160
HCR Wealth Advisors
California
$1.66M -$224K -5,892 -12%
SWP
161
Stratos Wealth Partners
Ohio
$1.64M -$303K -7,974 -15%
BRWA
162
B. Riley Wealth Advisors
Florida
$1.64M +$1.33M +34,840 +350%
LSPW
163
Lake Street Private Wealth
Illinois
$1.63M -$129K -3,381 -7%
RCA
164
Resonant Capital Advisors
Wisconsin
$1.57M +$1.41K +37 +0.1%
BG
165
Bollard Group
Massachusetts
$1.57M +$28.5K +748 +2%
Comerica Bank
166
Comerica Bank
Texas
$1.56M +$68.2K +1,791 +5%
FFS
167
Founders Financial Securities
Maryland
$1.53M +$1.26M +33,110 +374%
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.5M +$70.9K +1,862 +5%
SIC
169
Salem Investment Counselors
North Carolina
$1.48M +$533K +14,020 +53%
AIM
170
Astor Investment Management
Illinois
$1.48M -$126K -3,322 -8%
BPA
171
Beacon Pointe Advisors
California
$1.46M +$67.7K +1,778 +5%
CCI
172
Credit Capital Investments
New Jersey
$1.46M
Mariner
173
Mariner
Kansas
$1.46M +$461K +12,124 +44%
USCWA
174
U.S. Capital Wealth Advisors
Texas
$1.44M -$105K -2,759 -7%
LSAG
175
Lake Street Advisors Group
New Hampshire
$1.41M

AMLP Hedge Fund Activity: Q3 2022 in Review

514 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2022, worth a combined $3.05B — up 4.2% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMLP positions and 49 closed out — a net gain of 17 holders — while 185 added to existing stakes and 171 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Wells Fargo, cutting an estimated $50.2M.

  • 514 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $3.05B of Alerian MLP ETF stock for Q3 2022, up 4.2% quarter-over-quarter.
  • 66 funds opened new Alerian MLP ETF positions in Q3 2022 and 49 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q3 2022 was LPL Financial, an estimated $29.7M added.
  • The largest Alerian MLP ETF seller in Q3 2022 was Wells Fargo, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.