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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
QP
251
Quartz Partners
New York
$1.66M +$297K +5,776 +22%
OIA
252
OneDigital Investment Advisors
Kansas
$1.64M +$669K +13,037 +70%
DWP
253
Daymark Wealth Partners
Ohio
$1.63M +$1.61M +31,437 New
BCM
254
Beaumont Capital Management
Massachusetts
$1.63M +$1.61M +31,330 New
QCM
255
Quantinno Capital Management
New York
$1.61M -$79.3K -1,544 -5%
HWM
256
HFG Wealth Management
Texas
$1.61M +$38.7K +754 +2%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.6M +$820K +15,971 +107%
TWM
258
TCFG Wealth Management
California
$1.6M +$231K +4,500 +17%
PIA
259
Pinion Investment Advisors
Kansas
$1.6M +$909K +17,712 +136%
SM
260
Southport Management
Wyoming
$1.58M
GA
261
GoalVest Advisory
New York
$1.54M +$252K +4,909 +20%
AI
262
AXS Investments
New York
$1.52M -$108K -2,112 -7%
AGA
263
Arkos Global Advisors
Texas
$1.5M
SPL
264
Smart Portfolios LLC
Washington
$1.49M -$8.37K -163 -0.6%
CAL
265
Capital Advisors Ltd
Ohio
$1.48M +$119K +2,310 +9%
APW
266
Aurora Private Wealth
New Jersey
$1.48M +$9.29K +181 +0.6%
NG
267
Novem Group
New York
$1.48M +$34.2K +667 +2%
MWM
268
Moran Wealth Management
Florida
$1.48M -$65.9K -1,283 -4%
CCM
269
Collar Capital Management
Wisconsin
$1.46M +$21.1K +410 +1%
PFA
270
Pure Financial Advisors
California
$1.45M +$27.4K +534 +2%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$261K -5,084 -15%
ISL
272
Ingalls & Snyder LLC
New York
$1.44M +$19.1K +373 +1%
GGA
273
Granite Group Advisors
Connecticut
$1.44M +$5.65K +110 +0.4%
WSCM
274
Wellington Shields Capital Management
New York
$1.42M +$1.11M +21,625 +383%
BAWC
275
Boyce & Associates Wealth Consulting
Texas
$1.4M +$98.5K +1,918 +8%

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.