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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
RMAM
276
Raab & Moskowitz Asset Management
New Jersey
$862K +$25.5K +567 +3%
CAL
277
Capital Advisors Ltd
Ohio
$858K +$65.3K +1,454 +9%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$845K -$89.9K -2,002 -10%
MP
279
McDonald Partners
Ohio
$833K +$5.57K +124 +0.7%
PWA
280
Provenance Wealth Advisors
Florida
$833K +$197K +4,376 +33%
ICG
281
InterOcean Capital Group
Tennessee
$829K +$99.4K +2,212 +15%
GL
282
Graypoint LLC
New York
$825K -$126K -2,801 -14%
KF
283
Krilogy Financial
Missouri
$822K -$30.6K -681 -4%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$817K +$132K +2,947 +21%
VWM
285
Vigilare Wealth Management
Arizona
$812K -$514K -11,444 -40%
WHG
286
Westwood Holdings Group
Texas
$799K +$185K +4,129 +32%
FH
287
FWG Holdings
Florida
$795K +$97.2K +2,164 +15%
WPW
288
Waldron Private Wealth
Pennsylvania
$786K -$15.2K -339 -2%
BW
289
Bison Wealth
Georgia
$785K -$7.91K -176 -1%
SAM
290
Smithbridge Asset Management
Pennsylvania
$785K -$39.9K -889 -5%
WAS
291
Wealth Advisory Solutions
Indiana
$783K +$741K +16,500 New
JWCA
292
J.W. Cole Advisors
Florida
$783K +$124K +2,752 +20%
NRI
293
NFP Retirement Inc
California
$778K +$43.1K +959 +6%
KPWS
294
Kestra Private Wealth Services
Texas
$766K -$25.4K -566 -3%
IHL
295
Investment House LLC
California
$765K +$13.5K +300 +2%
GAM
296
Gould Asset Management
California
$764K -$23.1K -515 -3%
CAM
297
Covenant Asset Management
New Jersey
$760K +$4.72K +105 +0.7%
LFAS
298
Level Four Advisory Services
Texas
$748K
BAWC
299
Boyce & Associates Wealth Consulting
Texas
$744K +$93.3K +2,078 +15%
Envestnet Portfolio Solutions
300
Envestnet Portfolio Solutions
Illinois
$744K +$342K +7,614 +94%

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.