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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 %
MP
301
McDonald Partners
Ohio
$839K +$6.36K +135 +0.8%
Brown Advisory
302
Brown Advisory
Maryland
$838K -$28.6K -607 -3%
FA
303
Fiducient Advisors
Illinois
$833K +$361K +7,664 +77%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$832K +$618K +13,117 +290%
AI
305
Auour Investments
Massachusetts
$829K -$81.8K -1,747 -9%
PWA
306
Provenance Wealth Advisors
Florida
$824K -$2.78K -59 -0.3%
RMAM
307
Raab & Moskowitz Asset Management
New Jersey
$805K -$8.77K -186 -1%
SS
308
Sunbelt Securities
Texas
$804K +$94.5K +2,006 +13%
IAA
309
Independent Advisor Alliance
North Carolina
$799K +$207K +4,401 +35%
TC
310
Trilogy Capital
California
$785K – – –
FH
311
FWG Holdings
Florida
$783K -$5.27K -113 -0.7%
Wealthfront Advisers
312
Wealthfront Advisers
California
$781K +$324K +6,879 +71%
SAM
313
Smithbridge Asset Management
Pennsylvania
$780K – – –
WPW
314
Waldron Private Wealth
Pennsylvania
$773K -$7.07K -150 -0.9%
Jane Street
315
Jane Street
New York
$773K +$773K +16,396 New
AWE
316
Avidian Wealth Enterprises
Texas
$764K +$12.5K +265 +2%
NRI
317
NFP Retirement Inc
California
$758K -$19.5K -414 -3%
IWC
318
Integrated Wealth Concepts
Massachusetts
$755K -$28K -595 -4%
TAM
319
Titleist Asset Management
Texas
$753K +$185K +3,927 +33%
VWM
320
Vigilare Wealth Management
Arizona
$748K -$91.1K -1,933 -11%
KWA
321
Kingswood Wealth Advisors
California
$747K -$348K -7,391 -32%
IHL
322
Investment House LLC
California
$743K +$743K +15,774 New
RFS
323
Retirement Financial Solutions
Tennessee
$740K +$9.05K +192 +1%
GAM
324
Gould Asset Management
California
$740K -$7.49K -159 -1%
CAM
325
Covenant Asset Management
New Jersey
$737K +$2.92K +62 +0.4%
11 12
13
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