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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
276
Moneta Group Investment Advisors
Missouri
$970K -$24.7K -514 -2%
JSSH
277
J. Safra Sarasin Holding
$960K +$960K +20,000 New
GI
278
GAMCO Investors
Connecticut
$956K -$2.88K -60 -0.3%
BAWC
279
Boyce & Associates Wealth Consulting
Texas
$956K +$203K +4,232 +27%
FCM
280
Fourpath Capital Management
Oklahoma
$954K +$4.85K +101 +0.5%
BP
281
BBR Partners
New York
$947K – – –
AI
282
Auour Investments
Massachusetts
$933K – – –
KF
283
Krilogy Financial
Missouri
$933K +$102K +2,126 +12%
FMC
284
First Merchants Corp
Indiana
$916K – – –
SA
285
SpiderRock Advisors
Delaware
$910K +$3.74K +78 +0.4%
HCMT
286
Highland Capital Management (Tennessee)
Tennessee
$902K +$24K +500 +3%
OFA
287
Oak Family Advisors
Illinois
$892K +$3.36K +70 +0.4%
PWM
288
Provident Wealth Management
Tennessee
$884K -$292K -6,093 -25%
Brown Advisory
289
Brown Advisory
Maryland
$883K +$412K +8,595 +88%
CAL
290
Capital Advisors Ltd
Ohio
$880K +$12.4K +258 +1%
MGAM
291
McGowan Group Asset Management
Texas
$870K -$37.3K -778 -4%
LFAS
292
Level Four Advisory Services
Texas
$860K +$16K +334 +2%
VWM
293
Vigilare Wealth Management
Arizona
$854K +$33.8K +704 +4%
MP
294
McDonald Partners
Ohio
$848K +$6.09K +127 +0.7%
KPWS
295
Kestra Private Wealth Services
Texas
$843K +$68.5K +1,427 +9%
PWA
296
Provenance Wealth Advisors
Florida
$842K – – –
RMAM
297
Raab & Moskowitz Asset Management
New Jersey
$828K -$43.1K -899 -5%
FH
298
FWG Holdings
Florida
$826K -$782 -16 -0.1%
GL
299
Graypoint LLC
New York
$813K -$21K -438 -3%
TC
300
Trilogy Capital
California
$800K +$800K +16,665 New
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12
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