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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
KNW
201
Kesler Norman & Wride
Utah
$781K -$380K -11,209 -32%
I2I
202
Insight 2811 Inc
Illinois
$780K +$807K +23,829 New
PAS
203
Park Avenue Securities
New York
$777K -$11.3K -333 -1%
IFG
204
Investors Financial Group
Minnesota
$762K -$220K -6,486 -22%
MHI
205
Miller Howard Investments
New York
$753K +$779K +23,007 New
IP
206
Intellectus Partners
California
$752K -$185K -5,461 -19%
IWC
207
Integrated Wealth Concepts
Massachusetts
$749K -$5.35K -158 -0.7%
LNWTC
208
Laird Norton Wetherby Trust Company
Washington
$749K
EWA
209
Exencial Wealth Advisors
Oklahoma
$747K -$346K -10,203 -31%
RC
210
RegentAtlantic Capital
New Jersey
$747K +$33.9K +1,000 +5%
UCFA
211
United Capital Financial Advisors
Texas
$743K +$36.3K +1,072 +5%
BC
212
Brookfield Corp
Ontario, Canada
$743K +$769K +22,691 New
TPCW
213
TD Private Client Wealth
New York
$741K +$34.1K +1,006 +5%
APA
214
American Portfolios Advisors
New York
$721K +$2.61K +77 +0.4%
RFC
215
Regions Financial Corp
Alabama
$708K -$81.5K -2,405 -10%
ICM
216
Islay Capital Management
Texas
$704K -$3.05K -90 -0.4%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$690K -$87.6K -2,587 -11%
AAS
218
Avantax Advisory Services
Texas
$689K +$20.6K +607 +3%
ACM
219
Ascendant Capital Management
California
$688K -$644K -19,000 -48%
GI
220
GAMCO Investors
Connecticut
$685K -$624K -18,433 -47%
SAM
221
Smithbridge Asset Management
Pennsylvania
$681K -$508 -15 -0.1%
EWM
222
Endowment Wealth Management
Wisconsin
$656K +$679K +20,035 New
BW
223
Bison Wealth
Georgia
$655K -$336K -9,916 -33%
IAIM
224
International Assets Investment Management
Florida
$643K -$138K -4,078 -17%
PFA
225
Pettinga Financial Advisors
Indiana
$621K

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.