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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
351
Jefferies Financial Group
New York
$601K +$5.14K +110 +0.9%
QC
352
Quadrature Capital
United Kingdom
$601K +$586K +12,539 New
HW
353
Hamilton Wealth
California
$599K +$70.6K +1,511 +14%
WAM
354
Walker Asset Management
Missouri
$592K +$2.48K +53 +0.4%
LI
355
LMCG Investments
Massachusetts
$590K +$121K +2,594 +27%
GLA
356
Good Life Advisors
Pennsylvania
$590K +$101K +2,152 +21%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$587K -$45.1K -966 -7%
GA
358
Greytown Advisors
Florida
$580K -$935 -20 -0.2%
CFB
359
Cullen/Frost Bankers
Texas
$578K -$10.5K -224 -2%
TAM
360
Titleist Asset Management
Texas
$578K +$54.2K +1,160 +11%
LSAG
361
Lake Street Advisors Group
New Hampshire
$576K
SWA
362
SFMG Wealth Advisors
Texas
$564K
PRI
363
Prepared Retirement Institute
Pennsylvania
$563K +$327 +7 +0.1%
SF
364
Summit Financial
New Jersey
$558K +$265K +5,661 +95%
NWM
365
Northwest Wealth Management
Iowa
$555K -$234 -5 -0%
NPFS
366
Novak & Powell Financial Services
Florida
$554K +$9.58K +205 +2%
SMC
367
Smith, Moore & Co
Missouri
$552K +$2.29K +49 +0.4%
EW
368
Evexia Wealth
Wisconsin
$535K +$135K +2,894 +36%
PIA
369
Pinion Investment Advisors
Kansas
$534K +$520K +11,139 New
BTI
370
Blue Trust Inc
Georgia
$532K +$200K +4,286 +62%
NW
371
NewEdge Wealth
Pennsylvania
$531K
WA
372
WealthTrust Axiom
Pennsylvania
$531K +$7.48K +160 +1%
SIG
373
Stonegate Investment Group
Alabama
$530K
ZIM
374
Zacks Investment Management
Illinois
$525K -$4.67K -100 -0.9%
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$524K -$2.74M -58,659 -84%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.