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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
TC
301
Trilogy Capital
California
$800K +$779K +16,665 New
IWC
302
Integrated Wealth Concepts
Massachusetts
$798K -$371K -7,946 -32%
WPW
303
Waldron Private Wealth
Pennsylvania
$795K
SAM
304
Smithbridge Asset Management
Pennsylvania
$794K +$374 +8 +0%
JGC
305
J. Goldman & Co
New York
$792K -$820K -17,547 -52%
WAS
306
Wealth Advisory Solutions
Indiana
$792K
NRI
307
NFP Retirement Inc
California
$791K +$4.86K +104 +0.6%
PPWM
308
Perissos Private Wealth Management
Oklahoma
$786K +$97.3K +2,082 +15%
BW
309
Bison Wealth
Georgia
$785K
PIWA
310
Prevail Innovative Wealth Advisors
Kansas
$779K +$294K +6,292 +63%
JWCA
311
J.W. Cole Advisors
Florida
$774K -$17.2K -369 -2%
MHIC
312
Marble Harbor Investment Counsel
Massachusetts
$772K +$752K +16,100 New
AWE
313
Avidian Wealth Enterprises
Texas
$765K +$131K +2,813 +21%
GIA
314
Gladstone Institutional Advisory
Florida
$763K +$35.6K +762 +5%
GAM
315
Gould Asset Management
California
$761K -$11.6K -248 -2%
CAM
316
Covenant Asset Management
New Jersey
$747K -$20.5K -438 -3%
RFS
317
Retirement Financial Solutions
Tennessee
$744K +$108K +2,303 +17%
KWM
318
Keebeck Wealth Management
Illinois
$744K
BF
319
BOK Financial
Oklahoma
$739K +$185K +3,955 +35%
MSAM
320
Moloney Securities Asset Management
Missouri
$727K +$2.94K +63 +0.4%
MAM
321
Mainsail Asset Management
Alabama
$726K
SS
322
Sunbelt Securities
Texas
$722K -$2.06K -44 -0.3%
CAM
323
Cresset Asset Management
Illinois
$721K -$277K -5,921 -28%
GCM
324
Glaxis Capital Management
Florida
$720K +$234K +5,000 +50%
SFS
325
Sowell Financial Services
Arkansas
$715K +$175K +3,753 +34%

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.