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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
AFG
326
Atomi Financial Group
New York
$859K +$129K +2,678 +18%
RMAM
327
Raab & Moskowitz Asset Management
New Jersey
$851K +$28.6K +594 +3%
MA
328
Mezzasalma Advisors
New Jersey
$847K +$845K +17,586 New
PWA
329
Provenance Wealth Advisors
Florida
$842K
BAM
330
Belpointe Asset Management
Nevada
$828K +$205K +4,261 +32%
AWE
331
Avidian Wealth Enterprises
Texas
$818K +$37.1K +771 +5%
NRI
332
NFP Retirement Inc
California
$815K +$40.9K +851 +5%
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$814K -$70.1K -1,458 -8%
RTC
334
Real Talk Capital
Tennessee
$814K +$812K +16,893 New
SFS
335
Sowell Financial Services
Arkansas
$807K +$83K +1,727 +11%
TC
336
Trilogy Capital
California
$803K
OL
337
one8zero8 LLC
North Carolina
$790K +$788K +16,400 New
PI
338
PFG Investments
New York
$789K -$75.6K -1,573 -9%
SF
339
Summit Financial
New Jersey
$788K +$171K +3,548 +28%
Brown Advisory
340
Brown Advisory
Maryland
$786K -$70.4K -1,464 -8%
WPW
341
Waldron Private Wealth
Pennsylvania
$783K -$7.11K -148 -0.9%
GAM
342
Gould Asset Management
California
$776K +$19.7K +410 +3%
WFA
343
WMG Financial Advisors
Tennessee
$773K +$362K +7,530 +88%
FPAS
344
Focus Partners Advisor Solutions
Missouri
$772K -$78K -1,622 -9%
KWM
345
Keebeck Wealth Management
Illinois
$765K +$18.7K +390 +3%
DAS
346
Dynamic Advisor Solutions
Arizona
$760K +$49.9K +1,038 +7%
MHI
347
Miller Howard Investments
New York
$759K +$757K +15,752 New
EWM
348
Endowment Wealth Management
Wisconsin
$755K +$29.8K +620 +4%
AIM
349
Advyzon Investment Management
Illinois
$750K +$749K +15,580 New
OBWG
350
Onyx Bridge Wealth Group
New York
$750K +$23.1K +480 +3%

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.