We are live on ! Find out more
AMLP icon

Alerian MLP ETF

542 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $27M

11% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 183

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

1% less funds holding

Funds holding: 545542 (-3)

4% less capital invested

Capital invested by funds: $3.11B → $2.97B (-$134M)

1.61% less ownership

Funds ownership: 48.05%46.44% (-1.6%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
183
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Laidlaw Wealth Management
New York
$1.15M +$51.9K +1,339 +5%
PWM
202
Provident Wealth Management
Tennessee
$1.08M -$376K -9,683 -26%
Millennium Management
203
Millennium Management
New York
$1.07M +$1.06M +27,329 New
RWP
204
RWA Wealth Partners
Massachusetts
$1.06M +$1.05M +27,130 New
FPB
205
First PREMIER Bank
South Dakota
$1.06M -$6.59K -170 -0.6%
BWCS
206
Beirne Wealth Consulting Services
Connecticut
$1.06M +$6.28K +162 +0.6%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$1.05M +$130K +3,351 +14%
FAM
208
Flaharty Asset Management
Florida
$1.05M +$88.8K +2,289 +9%
AWM
209
Axxcess Wealth Management
California
$1.03M -$629K -16,227 -38%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$1.02M +$163K +4,215 +19%
WIM
211
Westside Investment Management
California
$1.02M -$303K -7,802 -23%
IA
212
IFP Advisors
Florida
$1M -$91.1K -2,349 -8%
PFT
213
Providence First Trust
Arizona
$996K +$17.5K +450 +2%
AAS
214
Avantax Advisory Services
Texas
$982K +$26K +670 +3%
LC
215
Lavaca Capital
Texas
$980K
PCM
216
Pointe Capital Management
Michigan
$973K +$310 +8 +0%
AIM
217
Astor Investment Management
Illinois
$970K -$408K -10,527 -30%
V
218
Veritable
Delaware
$967K
SIM
219
Sterling Investment Management
Arizona
$952K -$14K -362 -1%
MSAM
220
Moloney Securities Asset Management
Missouri
$933K +$80.7K +2,082 +10%
CAM
221
CPA Asset Management
Florida
$925K
FT
222
Fiduciary Trust
Massachusetts
$907K
ACG
223
Allen Capital Group
Nebraska
$900K +$65.2K +1,681 +8%
IAP
224
Indie Asset Partners
Indiana
$891K -$3.88K -100 -0.4%
FMN
225
Financial Management Network
California
$885K +$866K +22,343 New

AMLP Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2023, worth a combined $2.97B — down 4.3% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMLP positions and 48 closed out — a net gain of 3 holders — while 204 added to existing stakes and 183 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $31.4M.

  • 542 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2023, down from 545 in Q1 2023.
  • Funds reported $2.97B of Alerian MLP ETF stock for Q2 2023, down 4.3% quarter-over-quarter.
  • 51 funds opened new Alerian MLP ETF positions in Q2 2023 and 48 closed out, a net change of +3 holders.
  • The largest Alerian MLP ETF buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Alerian MLP ETF seller in Q2 2023 was Wells Fargo, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.