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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
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.53M -$38.8K -988 -2%
LSAG
177
Lake Street Advisors Group
New Hampshire
$1.52M +$59K +1,500 +4%
SKK
178
Shepherd Kaplan Krochuk
Massachusetts
$1.52M +$1.57M +39,927 New
SWP
179
Stratos Wealth Partners
Ohio
$1.51M -$210K -5,338 -12%
ACMA
180
Arbor Capital Management (Alaska)
Alaska
$1.5M +$1.58M +40,124 New
TC
181
Titleist Capital
Texas
$1.49M -$802K -20,409 -34%
Comerica Bank
182
Comerica Bank
Texas
$1.47M -$95.3K -2,425 -6%
AIM
183
Astor Investment Management
Illinois
$1.47M -$71.2K -1,812 -4%
EFS
184
Essex Financial Services
Connecticut
$1.45M +$164K +4,179 +12%
RJT
185
Raymond James Trust
Florida
$1.45M
MGWM
186
Marks Group Wealth Management
Minnesota
$1.45M +$141K +3,575 +10%
PWM
187
Provident Wealth Management
Tennessee
$1.43M +$398K +10,131 +37%
BIA
188
Barry Investment Advisors
Massachusetts
$1.42M +$10.8K +275 +0.7%
JGC
189
J. Goldman & Co
New York
$1.28M +$1.32M +33,647 New
FA
190
Fortis Advisors
Pennsylvania
$1.27M +$24K +610 +2%
KWM
191
Kingsview Wealth Management
Oregon
$1.26M +$190K +4,835 +17%
DP
192
Dearborn Partners
Illinois
$1.26M -$33.8K -860 -3%
ASFA
193
All Season Financial Advisors
Colorado
$1.24M +$1.28M +32,647 New
WIA
194
World Investment Advisors
California
$1.23M
AM
195
Ares Management
California
$1.22M
CFS
196
Capital Financial Services
New York
$1.2M -$66.8K -1,700 -5%
WCM
197
WealthBridge Capital Management
Ohio
$1.2M +$284K +7,233 +30%
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M +$1.53K +39 +0.1%
SC
199
Savant Capital
Illinois
$1.19M +$67.6K +1,719 +5%
SWA
200
Strategies Wealth Advisors
Michigan
$1.18M +$1.22M +30,922 New

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.