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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
+$31.6M
2
AIM
Allen Investment Management
New York
+$24.9M
3
EWA
EP Wealth Advisors
California
+$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$44.7M
2
VF
Virtu Financial
New York
-$9.8M
3
UBS Group
UBS Group
Switzerland
-$8.17M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$6.81M
5
FAT
First American Trust
California
-$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
276
Flaharty Asset Management
Florida
$994K -$708K -15,026 -42%
BAWC
277
Boyce & Associates Wealth Consulting
Texas
$986K +$47.5K +1,007 +5%
NS
278
NBC Securities
Alabama
$983K +$16.8K +357 +2%
IAP
279
Indie Asset Partners
Indiana
$979K – – –
OFA
280
Oak Family Advisors
Illinois
$959K +$83.4K +1,770 +10%
SCP
281
Stamos Capital Partners
California
$956K -$91K -1,930 -9%
NFG
282
Nations Financial Group
Iowa
$949K -$53K -1,125 -5%
JSSH
283
J. Safra Sarasin Holding
$943K – – –
MGIA
284
Moneta Group Investment Advisors
Missouri
$932K -$20.4K -432 -2%
BP
285
BBR Partners
New York
$930K – – –
BRWA
286
B. Riley Wealth Advisors
Florida
$929K -$366K -7,765 -28%
GI
287
GAMCO Investors
Connecticut
$928K -$11.3K -240 -1%
FFA
288
Farther Finance Advisors
California
$927K +$780K +16,560 +533%
PPWM
289
Perissos Private Wealth Management
Oklahoma
$904K +$132K +2,791 +17%
KF
290
Krilogy Financial
Missouri
$902K -$14.7K -312 -2%
LFAS
291
Level Four Advisory Services
Texas
$900K +$66.5K +1,430 +8%
HCMT
292
Highland Capital Management (Tennessee)
Tennessee
$886K -$283 -6 -0%
SA
293
SpiderRock Advisors
Delaware
$884K -$10.5K -222 -1%
KPWS
294
Kestra Private Wealth Services
Texas
$879K +$51.4K +1,090 +6%
FA
295
Faithward Advisors
Pennsylvania
$875K +$200K +4,234 +30%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$866K -$176K -3,742 -17%
MGAM
297
McGowan Group Asset Management
Texas
$855K +$189 +4 +0%
GL
298
Graypoint LLC
New York
$849K +$50.2K +1,066 +6%
OIA
299
OneDigital Investment Advisors
Kansas
$848K +$225K +4,780 +36%
PI
300
PFG Investments
New York
$846K +$403K +8,549 +91%
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