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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
$884K -$24.8M -482,652 -97%
SFS
352
Sowell Financial Services
Arkansas
$884K +$12.8K +250 +1%
SMC
353
Smith, Moore & Co
Missouri
$882K +$99K +1,929 +13%
OL
354
one8zero8 LLC
North Carolina
$878K +$25.7K +500 +3%
AWE
355
Avidian Wealth Enterprises
Texas
$877K -$5.39K -105 -0.6%
AI
356
Auour Investments
Massachusetts
$877K +$11.4K +223 +1%
ATPW
357
Ashton Thomas Private Wealth
Arizona
$874K +$232K +4,516 +37%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$873K -$5.13K -100 -0.6%
AWA
359
Arkadios Wealth Advisors
Georgia
$869K +$480K +9,356 +127%
TC
360
Trilogy Capital
California
$866K
SF
361
Summit Financial
New Jersey
$864K +$13.2K +257 +2%
NRI
362
NFP Retirement Inc
California
$851K -$28K -546 -3%
Wealthfront Advisers
363
Wealthfront Advisers
California
$840K +$85.4K +1,664 +11%
NFG
364
Nations Financial Group
Iowa
$818K -$265K -5,157 -25%
UIA
365
Ulland Investment Advisors
Minnesota
$810K +$34.3K +668 +4%
GAM
366
Gould Asset Management
California
$808K -$27.7K -540 -3%
SAM
367
Smithbridge Asset Management
Pennsylvania
$806K +$797K +15,527 New
SS
368
Sunbelt Securities
Texas
$806K -$153K -2,975 -16%
LSIA
369
LaSalle St. Investment Advisors
Illinois
$801K +$20.9K +408 +3%
OBWG
370
Onyx Bridge Wealth Group
New York
$800K -$8.52K -166 -1%
MGAM
371
McGowan Group Asset Management
Texas
$791K -$150K -2,917 -16%
WPW
372
Waldron Private Wealth
Pennsylvania
$787K -$57.3K -1,116 -7%
MAM
373
Mainsail Asset Management
Alabama
$786K
EWM
374
Edge Wealth Management
New York
$767K +$1.03K +20 +0.1%
FA
375
FF Advisors
California
$758K +$129K +2,511 +19%

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.