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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
CFB
351
Cullen/Frost Bankers
Texas
$748K
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$745K +$53K +1,103 +8%
MAM
353
Mainsail Asset Management
Alabama
$729K
IHL
354
Investment House LLC
California
$725K -$34.3K -714 -5%
SMC
355
Smith, Moore & Co
Missouri
$725K +$4.81K +100 +0.7%
LSIA
356
LaSalle St. Investment Advisors
Illinois
$723K +$116K +2,412 +19%
HI
357
Harbour Investments
Wisconsin
$723K +$48.2K +1,002 +7%
UIA
358
Ulland Investment Advisors
Minnesota
$718K +$201K +4,188 +39%
Baird Financial Group
359
Baird Financial Group
Wisconsin
$717K +$445K +9,255 +164%
SI
360
Saxon Interests
Texas
$715K -$483K -10,045 -40%
EW
361
Evexia Wealth
Wisconsin
$714K +$37.6K +782 +6%
FFN
362
Focus Financial Network
Minnesota
$711K +$68.5K +1,425 +11%
EWM
363
Edge Wealth Management
New York
$711K +$1.92K +40 +0.3%
JWM
364
Jeppson Wealth Management
California
$701K -$14.4K -299 -2%
Wealthfront Advisers
365
Wealthfront Advisers
California
$699K -$98.5K -2,050 -12%
DBIA
366
Dumont & Blake Investment Advisors
New Jersey
$694K
KA
367
Kovack Advisors
Florida
$693K +$203K +4,228 +42%
VWM
368
Vigilare Wealth Management
Arizona
$689K -$75.6K -1,573 -10%
GIA
369
Gladstone Institutional Advisory
Florida
$688K +$46K +957 +7%
OA
370
Operose Advisors
Wisconsin
$688K +$30.5K +634 +5%
CAM
371
Cresset Asset Management
Illinois
$685K -$52.4K -1,091 -7%
JCM
372
J2 Capital Management
Michigan
$682K +$681K +14,168 New
AA
373
Argent Advisors
Louisiana
$668K
BFS
374
Bradley Foster & Sargent
Connecticut
$653K
FA
375
FF Advisors
California
$653K

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.