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Alerian MLP ETF

739 hedge funds and large institutions have $5.03B invested in Alerian MLP ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 335 increasing their positions, 205 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 205

59% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $19.5M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1.23% more ownership

Funds ownership: 48.37%49.6% (+1.2%)

0% more funds holding

Funds holding: 737739 (+2)

3% less capital invested

Capital invested by funds: $5.19B → $5.03B (-$165M)

19% less funds holding in top 10

Funds holding in top 10: 3125 (-6)

Holders
739
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
9.73%
Holding in Top 10
25
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-19.35%
% of All Funds
0.33%
New
68
Increased
335
Reduced
205
Closed
58
Calls
$30.9M
Puts
$19.5M
Net Calls
+$11.4M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
301
Sound Financial Strategies Group
Mississippi
$1.22M -$44.6K -919 -4%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$140K -2,882 -10%
LC
303
Lavaca Capital
Texas
$1.22M
ST
304
Smithfield Trust
Pennsylvania
$1.21M +$14.5K +300 +1%
AWE
305
Avidian Wealth Enterprises
Texas
$1.21M +$381K +7,863 +47%
CCC
306
Compass Capital Corp
Massachusetts
$1.2M -$35.8K -739 -3%
NL
307
NVWM LLC
Pennsylvania
$1.2M -$114K -2,341 -9%
TWM
308
TCFG Wealth Management
California
$1.19M -$318K -6,565 -21%
PCM
309
Pointe Capital Management
Michigan
$1.19M +$1.36K +28 +0.1%
AFG
310
Albion Financial Group
Utah
$1.18M -$16.7K -345 -1%
MA
311
MBA Advisors
Pennsylvania
$1.16M +$12.3K +254 +1%
CAM
312
CPA Asset Management
Florida
$1.15M
PI
313
PFG Investments
New York
$1.15M +$39.9K +822 +4%
BWCS
314
Beirne Wealth Consulting Services
Connecticut
$1.14M -$115K -2,378 -9%
CF
315
Centaurus Financial
California
$1.14M +$19.7K +407 +2%
FHA
316
Flagship Harbor Advisors
Massachusetts
$1.13M +$1.12M +23,181 New
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$1.13M +$14.8K +306 +1%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M -$81.8K -1,687 -7%
TWPM
319
Total Wealth Planning & Management
Florida
$1.1M +$69.4K +1,432 +7%
PPWM
320
Perissos Private Wealth Management
Oklahoma
$1.1M +$30.1K +620 +3%
PIA
321
Powell Investment Advisors
Florida
$1.1M +$2.13K +44 +0.2%
TSWM
322
Tyler-Stone Wealth Management
Ohio
$1.1M +$18.4K +379 +2%
SWA
323
Stratos Wealth Advisors
Ohio
$1.1M +$1.09M +22,498 New
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$118K -2,442 -10%
FT
325
Fiduciary Trust
Massachusetts
$1.1M

AMLP Hedge Fund Activity: Q2 2025 in Review

739 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2025, worth a combined $5.03B — down 3.2% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AMLP positions and 58 closed out — a net gain of 10 holders — while 335 added to existing stakes and 205 trimmed.

The largest buyer was Proficio Capital Partners, adding an estimated $142M. The largest seller was Maryland State Retirement & Pension System, exiting entirely with an estimated $20.7M sold.

  • 739 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2025, up from 737 in Q1 2025.
  • Funds reported $5.03B of Alerian MLP ETF stock for Q2 2025, down 3.2% quarter-over-quarter.
  • 68 funds opened new Alerian MLP ETF positions in Q2 2025 and 58 closed out, a net change of +10 holders.
  • The largest Alerian MLP ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $142M added.
  • The largest Alerian MLP ETF seller in Q2 2025 was Maryland State Retirement & Pension System, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2025.