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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 %
BFS
351
Bradley Foster & Sargent
Connecticut
$640K -$9.43K -200 -1%
FA
352
FF Advisors
California
$634K – – –
MIM
353
Miller Investment Management
Pennsylvania
$629K -$391K -8,300 -38%
GIA
354
Gladstone Institutional Advisory
Florida
$628K -$121K -2,561 -16%
FFN
355
Focus Financial Network
Minnesota
$628K +$42.4K +900 +7%
BAM
356
Belpointe Asset Management
Nevada
$623K +$229K +4,858 +58%
LI
357
LMCG Investments
Massachusetts
$620K +$40.1K +851 +7%
GWP
358
Gateway Wealth Partners
Wisconsin
$618K -$9.43K -200 -2%
EW
359
Evexia Wealth
Wisconsin
$615K +$96K +2,015 +19%
PIA
360
Pinion Investment Advisors
Kansas
$607K +$82.1K +1,742 +16%
WE
361
Wealth Effects
Massachusetts
$606K +$15.1K +320 +3%
SF
362
Summit Financial
New Jersey
$604K +$56.1K +1,191 +10%
HW
363
Hamilton Wealth
California
$595K +$6.6K +140 +1%
LSIA
364
LaSalle St. Investment Advisors
Illinois
$594K +$594K +12,604 New
JFG
365
Jefferies Financial Group
New York
$590K – – –
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$586K +$9.48K +201 +2%
WAM
367
Walker Asset Management
Missouri
$584K +$2.64K +56 +0.5%
PWM
368
Provident Wealth Management
Tennessee
$567K -$302K -6,400 -35%
LSAG
369
Lake Street Advisors Group
New Hampshire
$566K – – –
BHBT
370
Burke & Herbert Bank & Trust
Virginia
$558K -$130K -2,750 -19%
NPFS
371
Novak & Powell Financial Services
Florida
$554K +$10.1K +215 +2%
SWA
372
SFMG Wealth Advisors
Texas
$554K – – –
BF
373
BOK Financial
Oklahoma
$543K -$188K -3,955 -26%
WAS
374
Wealth Advisory Solutions
Indiana
$542K -$236K -5,000 -30%
NWM
375
Northwest Wealth Management
Iowa
$541K -$3.91K -83 -0.7%
13 14
15
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