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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
CC
201
Caxton Corporation
New Jersey
$1.08M +$1.12M +29,500 New
KWM
202
Kingsview Wealth Management
Oregon
$1.04M +$16.3K +429 +2%
LPIC
203
LeJeune Puetz Investment Counsel
Michigan
$1.03M -$9.51K -250 -0.9%
FPB
204
First PREMIER Bank
South Dakota
$1.01M
PWM
205
Provident Wealth Management
Tennessee
$1M +$172K +4,527 +20%
VCM
206
Vivaldi Capital Management
Illinois
$993K +$2.17K +57 +0.2%
SIM
207
Sterling Investment Management
Arizona
$990K +$1.03M +27,075 New
IAP
208
Indie Asset Partners
Indiana
$981K -$38.1K -1,000 -4%
BWCS
209
Beirne Wealth Consulting Services
Connecticut
$971K +$555K +14,575 +122%
GA
210
Greytown Advisors
Florida
$955K -$362K -9,507 -27%
UCFA
211
United Capital Financial Advisors
Texas
$932K +$115K +3,031 +13%
WC
212
Wexford Capital
Florida
$931K +$969K +25,464 New
SG Americas Securities
213
SG Americas Securities
New York
$924K -$1.47M -38,549 -60%
PCM
214
Pointe Capital Management
Michigan
$914K -$51.8K -1,362 -5%
LC
215
Lavaca Capital
Texas
$914K
V
216
Veritable
Delaware
$902K
PTC
217
Private Trust Company
Ohio
$891K -$13.3K -350 -1%
AAS
218
Avantax Advisory Services
Texas
$885K -$13.6K -358 -1%
APW
219
Aurora Private Wealth
New Jersey
$884K -$120K -3,161 -12%
GL
220
Graypoint LLC
New York
$875K +$2.78K +73 +0.3%
WPW
221
Waldron Private Wealth
Pennsylvania
$870K -$50.1K -1,316 -5%
VWM
222
Vigilare Wealth Management
Arizona
$867K +$61.1K +1,605 +7%
WPIC
223
White Pine Investment Company
Michigan
$867K +$903K +23,722 New
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$848K -$2.26M -59,331 -72%
PP
225
Patten & Patten
Tennessee
$844K -$44.1K -1,160 -5%

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.