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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
AWA
1
Arete Wealth Advisors
Illinois
$1.19B -$40.7K -1,034 -3%
Goldman Sachs
2
Goldman Sachs
New York
$334M -$5.13M -130,441 -1%
Morgan Stanley
3
Morgan Stanley
New York
$308M -$22.4M -569,044 -7%
Bank of America
4
Bank of America
North Carolina
$206M -$11.6M -295,200 -5%
Wells Fargo
5
Wells Fargo
California
$192M -$200M -5,083,208 -50%
Creative Planning
6
Creative Planning
Kansas
$181M -$13M -329,781 -6%
UBS Group
7
UBS Group
Switzerland
$116M +$16.4M +417,195 +16%
RA
8
Rational Advisors
New York
$76.5M -$9.12M -231,932 -10%
LPL Financial
9
LPL Financial
California
$66.7M -$11.6M -294,584 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$60.4M +$12.4M +316,439 +25%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$52.7M +$13.6M +345,635 +33%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$52.3M +$17.6M +446,393 +48%
RJA
13
Raymond James & Associates
Florida
$52.3M +$500K +12,716 +0.9%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$41.3M -$138K -3,500 -0.3%
AIM
15
Allen Investment Management
New York
$40.8M +$1.53M +38,926 +4%
TF
16
TIAA FSB
Florida
$40.1M -$6.1M -155,043 -13%
SI
17
Stephens Inc
Arkansas
$36.8M -$2.44M -62,184 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$31.9M +$5.88M +149,550 +22%
Stifel Financial
19
Stifel Financial
Missouri
$30.1M +$1.3M +33,126 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$29.7M -$10.7M -271,117 -26%
HighTower Advisors
21
HighTower Advisors
Illinois
$28.2M +$6.88M +175,055 +31%
Osaic Holdings
22
Osaic Holdings
Arizona
$27.2M +$4.01M +102,104 +17%
NW
23
Naviter Wealth
Arkansas
$25.1M +$2.32M +58,980 +11%
Ameriprise
24
Ameriprise
Minnesota
$24.5M +$5.69M +144,806 +29%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$23.6M +$2.53M +64,321 +12%

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.