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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
376
Brown Advisory
Maryland
$465K
LI
377
LMCG Investments
Massachusetts
$461K -$135K -3,001 -24%
SGCA
378
Steel Grove Capital Advisors
Tennessee
$460K -$4.31K -96 -1%
KA
379
Kovack Advisors
Florida
$460K +$17.3K +384 +4%
UIA
380
Ulland Investment Advisors
Minnesota
$459K +$50.5K +1,125 +13%
AGC
381
Aspen Grove Capital
Colorado
$455K +$431K +9,590 New
ST
382
Smithfield Trust
Pennsylvania
$454K
WAG
383
Windsor Advisory Group
Ohio
$451K
AWM
384
Avior Wealth Management
Nebraska
$446K +$420K +9,344 +19,467%
RA
385
RFG Advisory
Alabama
$445K -$30.5K -680 -7%
BA
386
Ballew Advisors
Mississippi
$441K -$225 -5 -0.1%
I
387
INVST
Indiana
$437K -$79.6K -1,772 -16%
TPA
388
Trivium Point Advisory
Connecticut
$435K +$181K +4,030 +78%
BFA
389
Beaumont Financial Advisors
Massachusetts
$432K +$15.9K +355 +4%
EH
390
Equitable Holdings
New York
$426K +$2.69K +60 +0.7%
9WM
391
9258 Wealth Management
Ohio
$426K -$5.62K -125 -1%
SC
392
Sapient Capital
Indiana
$425K
SCA
393
Snowden Capital Advisors
New York
$425K +$120K +2,670 +43%
CC
394
Courier Capital
New York
$423K +$90 +2 +0%
HI
395
Harbour Investments
Wisconsin
$423K +$33.6K +748 +9%
TSMHT
396
Thurston Springer Miller Herd & Titak
Indiana
$422K +$399K +8,893 New
OWA
397
Opal Wealth Advisors
New York
$420K +$22.2K +494 +6%
WI
398
WBI Investments
New Jersey
$415K +$392K +8,734 New
RFC
399
Regions Financial Corp
Alabama
$411K
DAC
400
Dividend Assets Capital
South Carolina
$410K

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.