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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
226
Pure Financial Advisors
California
$1.27M +$22K +490 +2%
WIM
227
Westside Investment Management
California
$1.26M +$5.12K +114 +0.4%
FPB
228
First PREMIER Bank
South Dakota
$1.26M -$16.7K -371 -1%
CAM
229
Crestone Asset Management
Colorado
$1.25M -$19.2K -427 -2%
SCP
230
Stamos Capital Partners
California
$1.25M -$80K -1,780 -6%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$1.25M -$363K -8,076 -23%
Renaissance Technologies
232
Renaissance Technologies
New York
$1.25M -$2.51M -55,800 -68%
SC
233
Savant Capital
Illinois
$1.22M -$40.2K -895 -3%
HWA
234
HCR Wealth Advisors
California
$1.21M -$105K -2,343 -8%
LC
235
Lavaca Capital
Texas
$1.19M
RIA
236
Regal Investment Advisors
Michigan
$1.19M +$4.36K +97 +0.4%
Fidelity Investments
237
Fidelity Investments
Massachusetts
$1.19M +$520K +11,584 +86%
BWCS
238
Beirne Wealth Consulting Services
Connecticut
$1.18M -$164K -3,646 -13%
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$1.18M -$84K -1,869 -7%
IWC
240
Integrated Wealth Concepts
Massachusetts
$1.17M +$162K +3,600 +17%
PWM
241
Provident Wealth Management
Tennessee
$1.16M -$33.8K -753 -3%
IAIM
242
International Assets Investment Management
Florida
$1.16M +$25.7K +573 +2%
WWM
243
Whalen Wealth Management
Nevada
$1.16M +$1.1M +24,442 New
SIM
244
Sterling Investment Management
Arizona
$1.16M +$54.4K +1,210 +5%
PCM
245
Pointe Capital Management
Michigan
$1.15M +$314 +7 +0%
SI
246
Saxon Interests
Texas
$1.14M +$135 +3 +0%
PIA
247
Powell Investment Advisors
Florida
$1.14M +$79.3K +1,765 +8%
RWP
248
RWA Wealth Partners
Massachusetts
$1.13M
CAM
249
CPA Asset Management
Florida
$1.12M
AA
250
AlphaQ Advisors
Florida
$1.12M +$70.6K +1,571 +7%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.