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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
PFG Investments
New York
$846K +$404K +8,549 +91%
MP
302
McDonald Partners
Ohio
$839K +$6.38K +135 +0.8%
Brown Advisory
303
Brown Advisory
Maryland
$838K -$28.7K -607 -3%
FA
304
Fiducient Advisors
Illinois
$833K +$362K +7,664 +77%
FPAS
305
Focus Partners Advisor Solutions
Missouri
$832K +$620K +13,117 +290%
AI
306
Auour Investments
Massachusetts
$829K -$82.6K -1,747 -9%
PWA
307
Provenance Wealth Advisors
Florida
$824K -$2.79K -59 -0.3%
RMAM
308
Raab & Moskowitz Asset Management
New Jersey
$805K -$8.8K -186 -1%
SS
309
Sunbelt Securities
Texas
$804K +$94.9K +2,006 +13%
IAA
310
Independent Advisor Alliance
North Carolina
$799K +$208K +4,401 +35%
TC
311
Trilogy Capital
California
$785K
FH
312
FWG Holdings
Florida
$783K -$5.34K -113 -0.7%
Wealthfront Advisers
313
Wealthfront Advisers
California
$781K +$325K +6,879 +71%
SAM
314
Smithbridge Asset Management
Pennsylvania
$780K
WPW
315
Waldron Private Wealth
Pennsylvania
$773K -$7.09K -150 -0.9%
Jane Street
316
Jane Street
New York
$773K +$775K +16,396 New
AWE
317
Avidian Wealth Enterprises
Texas
$764K +$12.5K +265 +2%
NRI
318
NFP Retirement Inc
California
$758K -$19.6K -414 -3%
IWC
319
Integrated Wealth Concepts
Massachusetts
$755K -$28.1K -595 -4%
TAM
320
Titleist Asset Management
Texas
$753K +$186K +3,927 +33%
VWM
321
Vigilare Wealth Management
Arizona
$748K -$91.4K -1,933 -11%
KWA
322
Kingswood Wealth Advisors
California
$747K -$350K -7,391 -32%
IHL
323
Investment House LLC
California
$743K +$746K +15,774 New
RFS
324
Retirement Financial Solutions
Tennessee
$740K +$9.08K +192 +1%
GAM
325
Gould Asset Management
California
$740K -$7.52K -159 -1%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.