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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
276
Benjamin Edwards Inc
Missouri
$977K +$304K +6,514 +47%
MGIA
277
Moneta Group Investment Advisors
Missouri
$970K -$24K -514 -2%
JSSH
278
J. Safra Sarasin Holding
$960K +$935K +20,000 New
GI
279
GAMCO Investors
Connecticut
$956K -$2.8K -60 -0.3%
BAWC
280
Boyce & Associates Wealth Consulting
Texas
$956K +$198K +4,232 +27%
FCM
281
Fourpath Capital Management
Oklahoma
$954K +$4.72K +101 +0.5%
BP
282
BBR Partners
New York
$947K
AI
283
Auour Investments
Massachusetts
$933K
KF
284
Krilogy Financial
Missouri
$933K +$99.3K +2,126 +12%
FMC
285
First Merchants Corp
Indiana
$916K
SA
286
SpiderRock Advisors
Delaware
$910K +$3.65K +78 +0.4%
HCMT
287
Highland Capital Management (Tennessee)
Tennessee
$902K +$23.4K +500 +3%
OFA
288
Oak Family Advisors
Illinois
$892K +$3.27K +70 +0.4%
PWM
289
Provident Wealth Management
Tennessee
$884K -$285K -6,093 -25%
Brown Advisory
290
Brown Advisory
Maryland
$883K +$402K +8,595 +88%
CAL
291
Capital Advisors Ltd
Ohio
$880K +$12.1K +258 +1%
MGAM
292
McGowan Group Asset Management
Texas
$870K -$36.4K -778 -4%
LFAS
293
Level Four Advisory Services
Texas
$860K +$15.6K +334 +2%
VWM
294
Vigilare Wealth Management
Arizona
$854K +$32.9K +704 +4%
MP
295
McDonald Partners
Ohio
$848K +$5.93K +127 +0.7%
KPWS
296
Kestra Private Wealth Services
Texas
$843K +$66.7K +1,427 +9%
PWA
297
Provenance Wealth Advisors
Florida
$842K
RMAM
298
Raab & Moskowitz Asset Management
New Jersey
$828K -$42K -899 -5%
FH
299
FWG Holdings
Florida
$826K -$748 -16 -0.1%
GL
300
Graypoint LLC
New York
$813K -$20.5K -438 -3%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.