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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
SFS
351
Sowell Financial Services
Arkansas
$529K -$1.93K -43 -0.4%
ZIM
352
Zacks Investment Management
Illinois
$524K -$3.23K -72 -0.6%
SIG
353
Stonegate Investment Group
Alabama
$524K
FFN
354
Focus Financial Network
Minnesota
$522K +$53.2K +1,185 +12%
HW
355
Hamilton Wealth
California
$521K +$234K +5,202 +90%
NW
356
NewEdge Wealth
Pennsylvania
$519K +$7.64K +170 +2%
WA
357
WealthTrust Axiom
Pennsylvania
$518K -$41.2K -917 -8%
TAM
358
Titleist Asset Management
Texas
$516K -$663K -14,754 -58%
BCM
359
BluePointe Capital Management
California
$515K
EFMC
360
Empire Financial Management Company
New York
$513K
AIM
361
Anchor Investment Management
South Carolina
$508K +$2.16K +48 +0.5%
MC
362
Moors & Cabot
Massachusetts
$500K
D.E. Shaw & Co
363
D.E. Shaw & Co
New York
$496K -$481K -10,715 -51%
VVP
364
Venture Visionary Partners
Ohio
$494K +$16.9K +376 +4%
SWM
365
Segment Wealth Management
Texas
$492K +$52.3K +1,165 +13%
TSWM
366
Tyler-Stone Wealth Management
Ohio
$491K -$28K -624 -6%
TF
367
Trek Financial
Arizona
$489K +$463K +10,303 New
OIA
368
OneDigital Investment Advisors
Kansas
$486K -$20.4K -455 -4%
M1FG
369
Mach-1 Financial Group
Arkansas
$486K +$270 +6 +0.1%
GLA
370
Good Life Advisors
Pennsylvania
$481K +$96.5K +2,148 +27%
KWA
371
Kingswood Wealth Advisors
California
$480K +$122K +2,714 +37%
GCM
372
Glaxis Capital Management
Florida
$475K
SAM
373
Securian Asset Management
Minnesota
$475K
PIWA
374
Prevail Innovative Wealth Advisors
Kansas
$472K +$447K +9,940 New
VCM
375
Virtue Capital Management
Tennessee
$471K +$110K +2,445 +32%

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.