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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
USCWA
201
U.S. Capital Wealth Advisors
Texas
$1.17M -$335K -8,528 -22%
CG
202
Colony Group
Massachusetts
$1.17M +$1.2M +30,635 New
IA
203
IFP Advisors
Florida
$1.16M -$165K -4,192 -8%
AGA
204
Arkos Global Advisors
Texas
$1.13M
SIC
205
Salem Investment Counselors
North Carolina
$1.13M -$431K -10,975 -27%
CC
206
Caxton Corporation
New Jersey
$1.12M
OFA
207
Oak Family Advisors
Illinois
$1.12M -$1.97M -50,141 -63%
SI
208
Saxon Interests
Texas
$1.11M -$33K -839 -3%
NL
209
NVWM LLC
Pennsylvania
$1.1M -$30K -764 -3%
BCA
210
Bay Colony Advisors
Massachusetts
$1.08M -$72.6K -1,846 -6%
LPIC
211
LeJeune Puetz Investment Counsel
Michigan
$1.07M -$2.36K -60 -0.2%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$1.06M -$1.64M -41,691 -60%
JAWM
213
J. Arnold Wealth Management
Ohio
$1.06M +$1.09M +27,841 New
GA
214
Greytown Advisors
Florida
$1.06M +$65.7K +1,672 +6%
FPB
215
First PREMIER Bank
South Dakota
$1.04M -$9.83K -250 -0.9%
Prudential Financial
216
Prudential Financial
New Jersey
$1.02M +$504K +12,820 +91%
BWCS
217
Beirne Wealth Consulting Services
Connecticut
$1.01M +$2.56K +65 +0.2%
ACI
218
Alpha Cubed Investments
California
$1.01M -$248K -6,310 -19%
SC
219
Sierra Capital
Florida
$992K +$258K +6,561 +34%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$982K +$1.04M +26,399 New
UCFA
221
United Capital Financial Advisors
Texas
$967K -$3.81K -97 -0.4%
SIM
222
Sterling Investment Management
Arizona
$955K -$78.4K -1,994 -7%
LC
223
Lavaca Capital
Texas
$952K
SAM
224
Smithbridge Asset Management
Pennsylvania
$948K +$78.6K +2,000 +9%
APW
225
Aurora Private Wealth
New Jersey
$946K +$25.6K +651 +3%

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.