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Alerian MLP ETF

739 hedge funds and large institutions have $5.03B invested in Alerian MLP ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 335 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 205

59% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $19.5M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1.23% more ownership

Funds ownership: 48.37%49.6% (+1.2%)

0% more funds holding

Funds holding: 737739 (+2)

3% less capital invested

Capital invested by funds: $5.19B → $5.03B (-$165M)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
739
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
9.73%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.33%
New
68
Increased
335
Reduced
205
Closed
58
Calls
$30.9M
Puts
$19.5M
Net Calls
+$11.4M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$1.99M +$30.2K +623 +2%
MSFS
227
Main Street Financial Solutions
Pennsylvania
$1.95M -$327K -6,741 -14%
SWP
228
Stratos Wealth Partners
Ohio
$1.92M +$283K +5,845 +17%
NW
229
NewEdge Wealth
Pennsylvania
$1.9M +$7.32K +151 +0.4%
PCM
230
Palouse Capital Management
Washington
$1.9M +$4.95K +102 +0.3%
HH
231
Hilltop Holdings
Texas
$1.9M -$561K -11,562 -23%
CWMGO
232
Capstone Wealth Management Group (Oregon)
Oregon
$1.89M +$1.87M +38,625 New
KWA
233
Kingswood Wealth Advisors
California
$1.89M +$232K +4,775 +14%
PTC
234
Philadelphia Trust Company
Pennsylvania
$1.88M -$75.6K -1,559 -4%
Franklin Resources
235
Franklin Resources
California
$1.87M +$58.1K +1,198 +3%
CAM
236
Covenant Asset Management
New Jersey
$1.86M +$33.6K +693 +2%
OFA
237
Oak Family Advisors
Illinois
$1.85M +$3.2K +66 +0.2%
PFT
238
Providence First Trust
Arizona
$1.85M -$970 -20 -0.1%
AI
239
AXS Investments
New York
$1.84M +$405K +8,352 +28%
PAS
240
Park Avenue Securities
New York
$1.79M +$110K +2,275 +7%
Invesco
241
Invesco
Georgia
$1.77M -$118K -2,441 -6%
HWA
242
Heartwood Wealth Advisors
Virginia
$1.75M -$1.28M -26,315 -42%
HA
243
HC Advisors
Georgia
$1.73M +$1.72M +35,479 New
EIP
244
Easterly Investment Partners
Massachusetts
$1.73M
BAAM
245
Baker Avenue Asset Management
California
$1.7M +$1.69M +34,795 New
HWM
246
HFG Wealth Management
Texas
$1.68M -$51.5K -1,062 -3%
ACP
247
Aviance Capital Partners
Florida
$1.63M -$73.4K -1,514 -4%
ISL
248
Ingalls & Snyder LLC
New York
$1.61M +$257K +5,300 +19%
PTC
249
Private Trust Company
Ohio
$1.6M -$149K -3,068 -9%
PGF
250
Plan Group Financial
Oklahoma
$1.59M +$1.58M +32,572 New

AMLP Hedge Fund Activity: Q2 2025 in Review

739 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2025, worth a combined $5.03B — down 3.2% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AMLP positions and 58 closed out — a net gain of 10 holders — while 335 added to existing stakes and 205 trimmed.

The largest buyer was Proficio Capital Partners, adding an estimated $142M. The largest seller was Maryland State Retirement & Pension System, exiting entirely with an estimated $20.7M sold.

  • 739 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2025, up from 737 in Q1 2025.
  • Funds reported $5.03B of Alerian MLP ETF stock for Q2 2025, down 3.2% quarter-over-quarter.
  • 68 funds opened new Alerian MLP ETF positions in Q2 2025 and 58 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $142M added.
  • The largest Alerian MLP ETF seller in Q2 2025 was Maryland State Retirement & Pension System, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.