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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
326
Operose Advisors
Wisconsin
$618K +$46.3K +1,030 +9%
Jane Street
327
Jane Street
New York
$606K -$1.81M -40,219 -76%
MA
328
Mutual Advisors
Nebraska
$601K -$78K -1,737 -12%
FA
329
Faithward Advisors
Pennsylvania
$600K +$568K +12,640 New
AFG
330
Atomi Financial Group
New York
$599K -$25.3K -563 -4%
WE
331
Wealth Effects
Massachusetts
$597K -$36.4K -810 -6%
GWP
332
Gateway Wealth Partners
Wisconsin
$596K -$57.3K -1,275 -9%
CCA
333
Childress Capital Advisors
Texas
$593K
JFG
334
Jefferies Financial Group
New York
$589K +$10.1K +225 +2%
LNC
335
Lincoln National Corp
Pennsylvania
$587K +$118K +2,622 +27%
WAM
336
Walker Asset Management
Missouri
$583K -$41.6K -925 -7%
CFB
337
Cullen/Frost Bankers
Texas
$582K
GA
338
Greytown Advisors
Florida
$574K -$229K -5,093 -30%
DAS
339
Dynamic Advisor Solutions
Arizona
$571K +$133K +2,959 +33%
LSAG
340
Lake Street Advisors Group
New Hampshire
$570K -$1.19M -26,500 -69%
ES
341
Eagle Strategies
New York
$568K -$3.39M -75,549 -86%
SWA
342
SFMG Wealth Advisors
Texas
$558K
PRI
343
Prepared Retirement Institute
Pennsylvania
$556K -$161K -3,595 -23%
Simplex Trading
344
Simplex Trading
Illinois
$553K -$843K -18,767 -62%
NWM
345
Northwest Wealth Management
Iowa
$549K -$103K -2,289 -17%
SMC
346
Smith, Moore & Co
Missouri
$544K -$5.79K -129 -1%
BF
347
BOK Financial
Oklahoma
$544K +$98.8K +2,200 +24%
FPCP
348
Fort Point Capital Partners
California
$542K -$72.3K -1,610 -12%
NPFS
349
Novak & Powell Financial Services
Florida
$538K +$8.89K +198 +2%
MCM
350
MAI Capital Management
Ohio
$532K +$21.1K +469 +4%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.