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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 %
CFB
326
Cullen/Frost Bankers
Texas
$732K +$165K +3,494 +29%
MA
327
Mutual Advisors
Nebraska
$731K +$256K +5,464 +54%
KWM
328
Keebeck Wealth Management
Illinois
$731K – – –
CAM
329
Cresset Asset Management
Illinois
$722K +$13.4K +285 +2%
MSAM
330
Moloney Securities Asset Management
Missouri
$721K +$6.93K +147 +1%
AFG
331
Atomi Financial Group
New York
$714K +$61.6K +1,308 +9%
MAM
332
Mainsail Asset Management
Alabama
$713K – – –
OBWG
333
Onyx Bridge Wealth Group
New York
$711K +$23.5K +498 +3%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$710K +$505K +10,715 +246%
EWM
335
Endowment Wealth Management
Wisconsin
$709K +$27.8K +590 +4%
SFS
336
Sowell Financial Services
Arkansas
$709K +$6.04K +128 +0.9%
SMC
337
Smith, Moore & Co
Missouri
$705K +$163K +3,452 +30%
JWM
338
Jeppson Wealth Management
California
$700K +$47 +1 +0%
BI
339
Bramshill Investments
Florida
$698K -$1.63M -34,530 -70%
EGM
340
Engineers Gate Manager
New York
$695K -$1.23M -25,994 -64%
DAS
341
Dynamic Advisor Solutions
Arizona
$695K +$1.6K +34 +0.2%
EWM
342
Edge Wealth Management
New York
$694K +$402K +8,521 +138%
DBIA
343
Dumont & Blake Investment Advisors
New Jersey
$679K -$679K -14,410 -50%
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$675K +$162K +3,444 +32%
MA
345
MBA Advisors
Pennsylvania
$674K -$27.3K -580 -4%
HI
346
Harbour Investments
Wisconsin
$660K +$59.3K +1,259 +10%
DI
347
DDFG Inc
California
$656K +$4.95K +105 +0.8%
AA
348
Argent Advisors
Louisiana
$653K – – –
OA
349
Operose Advisors
Wisconsin
$643K +$17.9K +380 +3%
Northern Trust
350
Northern Trust
Illinois
$640K +$29.6K +627 +5%
12 13
14
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