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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
CAM
326
Covenant Asset Management
New Jersey
$737K +$2.93K +62 +0.4%
CFB
327
Cullen/Frost Bankers
Texas
$732K +$165K +3,494 +29%
MA
328
Mutual Advisors
Nebraska
$731K +$258K +5,464 +54%
KWM
329
Keebeck Wealth Management
Illinois
$731K
CAM
330
Cresset Asset Management
Illinois
$722K +$13.5K +285 +2%
MSAM
331
Moloney Securities Asset Management
Missouri
$721K +$6.95K +147 +1%
AFG
332
Atomi Financial Group
New York
$714K +$61.9K +1,308 +9%
MAM
333
Mainsail Asset Management
Alabama
$713K
OBWG
334
Onyx Bridge Wealth Group
New York
$711K +$23.6K +498 +3%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$710K +$507K +10,715 +246%
EWM
336
Endowment Wealth Management
Wisconsin
$709K +$27.9K +590 +4%
SFS
337
Sowell Financial Services
Arkansas
$709K +$6.05K +128 +0.9%
SMC
338
Smith, Moore & Co
Missouri
$705K +$163K +3,452 +30%
JWM
339
Jeppson Wealth Management
California
$700K +$47 +1 +0%
BI
340
Bramshill Investments
Florida
$698K -$1.63M -34,530 -70%
EGM
341
Engineers Gate Manager
New York
$695K -$1.23M -25,994 -64%
DAS
342
Dynamic Advisor Solutions
Arizona
$695K +$1.61K +34 +0.2%
EWM
343
Edge Wealth Management
New York
$694K +$403K +8,521 +138%
DBIA
344
Dumont & Blake Investment Advisors
New Jersey
$679K -$682K -14,410 -50%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$675K +$163K +3,444 +32%
MA
346
MBA Advisors
Pennsylvania
$674K -$27.4K -580 -4%
HI
347
Harbour Investments
Wisconsin
$660K +$59.5K +1,259 +10%
DI
348
DDFG Inc
California
$656K +$4.97K +105 +0.8%
AA
349
Argent Advisors
Louisiana
$653K
OA
350
Operose Advisors
Wisconsin
$643K +$18K +380 +3%

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.