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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
351
Northern Trust
Illinois
$640K +$29.7K +627 +5%
BFS
352
Bradley Foster & Sargent
Connecticut
$640K -$9.46K -200 -1%
FA
353
FF Advisors
California
$634K
MIM
354
Miller Investment Management
Pennsylvania
$629K -$393K -8,300 -38%
GIA
355
Gladstone Institutional Advisory
Florida
$628K -$121K -2,561 -16%
FFN
356
Focus Financial Network
Minnesota
$628K +$42.6K +900 +7%
BAM
357
Belpointe Asset Management
Nevada
$623K +$230K +4,858 +58%
LI
358
LMCG Investments
Massachusetts
$620K +$40.2K +851 +7%
GWP
359
Gateway Wealth Partners
Wisconsin
$618K -$9.46K -200 -2%
EW
360
Evexia Wealth
Wisconsin
$615K +$95.3K +2,015 +19%
PIA
361
Pinion Investment Advisors
Kansas
$607K +$82.4K +1,742 +16%
WE
362
Wealth Effects
Massachusetts
$606K +$15.1K +320 +3%
SF
363
Summit Financial
New Jersey
$604K +$56.3K +1,191 +10%
HW
364
Hamilton Wealth
California
$595K +$6.62K +140 +1%
LSIA
365
LaSalle St. Investment Advisors
Illinois
$594K +$596K +12,604 New
JFG
366
Jefferies Financial Group
New York
$590K
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$586K +$9.51K +201 +2%
WAM
368
Walker Asset Management
Missouri
$584K +$2.65K +56 +0.5%
PWM
369
Provident Wealth Management
Tennessee
$567K -$303K -6,400 -35%
LSAG
370
Lake Street Advisors Group
New Hampshire
$566K
BHBT
371
Burke & Herbert Bank & Trust
Virginia
$558K -$130K -2,750 -19%
NPFS
372
Novak & Powell Financial Services
Florida
$554K +$10.2K +215 +2%
SWA
373
SFMG Wealth Advisors
Texas
$554K
BF
374
BOK Financial
Oklahoma
$543K -$187K -3,955 -26%
WAS
375
Wealth Advisory Solutions
Indiana
$542K -$236K -5,000 -30%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.