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Alerian MLP ETF

497 hedge funds and large institutions have $3.22B invested in Alerian MLP ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 173 increasing their positions, 166 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $29.3M

67% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 49

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

36% more capital invested

Capital invested by funds: $2.36B → $3.22B (+$860M)

5% more funds holding

Funds holding: 473497 (+24)

2.6% more ownership

Funds ownership: 47.25%49.86% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 166

Holders
497
Holders Change
+24
Holders Change %
+5.07%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
82
Increased
173
Reduced
166
Closed
49
Calls
$57.5M
Puts
$29.3M
Net Calls
+$28.2M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$559M +$189M +5,136,027 +54%
Wells Fargo
2
Wells Fargo
California
$365M +$131M +3,562,955 +60%
Morgan Stanley
3
Morgan Stanley
New York
$296M +$53.7M +1,459,590 +23%
Creative Planning
4
Creative Planning
Kansas
$203M -$2.99M -81,271 -2%
Bank of America
5
Bank of America
North Carolina
$193M -$18.2M -495,757 -9%
RA
6
Rational Advisors
New York
$113M +$108M +2,937,507 New
UBS Group
7
UBS Group
Switzerland
$90.9M +$8.98M +244,074 +11%
JP Morgan Chase
8
JP Morgan Chase
New York
$64.8M +$47.8M +1,297,990 +331%
TF
9
TIAA FSB
Florida
$49.5M -$1.51M -41,063 -3%
LPL Financial
10
LPL Financial
California
$45.6M +$6.34M +172,287 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$45.2M -$6.32M -171,845 -13%
SI
12
Stephens Inc
Arkansas
$44.9M +$2.47M +67,095 +6%
RJA
13
Raymond James & Associates
Florida
$42.5M +$4.93M +134,107 +14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$42.4M -$610K -16,580 -1%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$40.7M -$3.66M -99,486 -9%
NW
16
Naviter Wealth
Arkansas
$26.7M +$489K +13,278 +2%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$26.5M +$19.7M +536,300 +344%
Deutsche Bank
18
Deutsche Bank
Germany
$26.4M
AIM
19
Allen Investment Management
New York
$25.2M -$4.36M -118,605 -15%
CL
20
Choreo LLC
Illinois
$23.7M -$1.81M -49,234 -7%
Stifel Financial
21
Stifel Financial
Missouri
$22M +$4.67M +127,052 +28%
Osaic Holdings
22
Osaic Holdings
Arizona
$21.2M +$2.89M +78,585 +19%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$20.9M +$2.94M +79,970 +17%
MIM
24
Miller Investment Management
Pennsylvania
$17.7M -$79.5K -2,161 -0.5%
FWM
25
FFT Wealth Management
Pennsylvania
$17.5M +$130K +3,547 +0.8%

AMLP Hedge Fund Activity: Q1 2022 in Review

497 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2022, worth a combined $3.22B — up 36% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AMLP positions and 49 closed out — a net gain of 33 holders — while 173 added to existing stakes and 166 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $189M. The largest seller was Castleview Partners, cutting an estimated $29.6M.

  • 497 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2022, up from 473 in Q4 2021.
  • Funds reported $3.22B of Alerian MLP ETF stock for Q1 2022, up 36% quarter-over-quarter.
  • 82 funds opened new Alerian MLP ETF positions in Q1 2022 and 49 closed out, a net change of +33 holders.
  • The largest Alerian MLP ETF buyer in Q1 2022 was Goldman Sachs, an estimated $189M added.
  • The largest Alerian MLP ETF seller in Q1 2022 was Castleview Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2022.