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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
CDH
301
Charles D. Hyman
$736K
KWM
302
Keebeck Wealth Management
Illinois
$736K
SIC
303
Samalin Investment Counsel
New York
$730K +$35K +780 +5%
MAM
304
Mainsail Asset Management
Alabama
$718K
GIA
305
Gladstone Institutional Advisory
Florida
$718K -$18.8K -418 -3%
SS
306
Sunbelt Securities
Texas
$717K +$334K +7,427 +97%
MA
307
MBA Advisors
Pennsylvania
$716K +$64.2K +1,429 +10%
MSAM
308
Moloney Securities Asset Management
Missouri
$716K -$134K -2,973 -16%
DI
309
DDFG Inc
California
$709K +$58.8K +1,308 +10%
JWM
310
Jeppson Wealth Management
California
$705K +$1.12K +25 +0.2%
OBWG
311
Onyx Bridge Wealth Group
New York
$696K +$32.5K +723 +5%
BAM
312
Belpointe Asset Management
Nevada
$688K -$617K -13,731 -49%
DBIA
313
Dumont & Blake Investment Advisors
New Jersey
$686K -$4.63K -103 -0.7%
PPWM
314
Perissos Private Wealth Management
Oklahoma
$679K +$643K +14,308 New
EWM
315
Endowment Wealth Management
Wisconsin
$673K -$90.6K -2,016 -12%
AI
316
AXS Investments
New York
$664K +$629K +14,000 New
CIS
317
Custom Index Systems
New York
$661K -$49.1K -1,093 -7%
AA
318
Argent Advisors
Louisiana
$658K +$3.91K +87 +0.6%
BEI
319
Benjamin Edwards Inc
Missouri
$657K +$299K +6,649 +92%
BFS
320
Bradley Foster & Sargent
Connecticut
$653K -$21.7K -483 -3%
FA
321
FF Advisors
California
$631K
RFS
322
Retirement Financial Solutions
Tennessee
$627K -$117K -2,602 -16%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$626K +$39.3K +874 +7%
AWE
324
Avidian Wealth Enterprises
Texas
$624K -$60.2K -1,341 -9%
Northern Trust
325
Northern Trust
Illinois
$618K -$12.6K -280 -2%

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.