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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OFA
301
Oak Family Advisors
Illinois
$1.03M +$52.2K +1,087 +5%
MHIC
302
Marble Harbor Investment Counsel
Massachusetts
$1.03M
FAM
303
Flaharty Asset Management
Florida
$1.02M +$4.66K +97 +0.5%
MA
304
MBA Advisors
Pennsylvania
$1.02M +$330K +6,869 +48%
NFG
305
Nations Financial Group
Iowa
$1.01M +$36.5K +760 +4%
IWC
306
Integrated Wealth Concepts
Massachusetts
$990K +$218K +4,525 +28%
LI
307
LMCG Investments
Massachusetts
$979K +$345K +7,182 +55%
TWPM
308
Total Wealth Planning & Management
Florida
$974K +$972K +20,231 New
KWA
309
Kingswood Wealth Advisors
California
$966K +$202K +4,210 +27%
JSSH
310
J. Safra Sarasin Holding
$963K
BRWA
311
B. Riley Wealth Advisors
Florida
$963K +$14.4K +299 +2%
LFAS
312
Level Four Advisory Services
Texas
$954K +$22.2K +461 +2%
MGIA
313
Moneta Group Investment Advisors
Missouri
$954K +$1.11K +23 +0.1%
IAP
314
Indie Asset Partners
Indiana
$952K -$48.1K -1,000 -5%
BP
315
BBR Partners
New York
$951K
WS
316
Wedbush Securities
California
$945K +$501K +10,429 +113%
KPWS
317
Kestra Private Wealth Services
Texas
$932K +$33.6K +698 +4%
AI
318
Auour Investments
Massachusetts
$926K +$12K +249 +1%
FH
319
FWG Holdings
Florida
$901K +$21.4K +445 +3%
FFA
320
Farther Finance Advisors
California
$897K -$50.3K -1,046 -5%
OIA
321
OneDigital Investment Advisors
Kansas
$891K +$24.5K +509 +3%
GI
322
GAMCO Investors
Connecticut
$890K -$57.7K -1,200 -6%
SS
323
Sunbelt Securities
Texas
$888K +$69.1K +1,438 +8%
MGAM
324
McGowan Group Asset Management
Texas
$874K +$192 +4 +0%
MP
325
McDonald Partners
Ohio
$863K +$5.48K +114 +0.6%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.