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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
376
Fort Point Capital Partners
California
$521K -$25.5K -545 -5%
BCM
377
BluePointe Capital Management
California
$521K
EFMC
378
Empire Financial Management Company
New York
$518K
MCM
379
MAI Capital Management
Ohio
$514K -$23.6K -504 -4%
MC
380
Moors & Cabot
Massachusetts
$506K +$187 +4 +0%
TSWM
381
Tyler-Stone Wealth Management
Ohio
$505K +$9.16K +196 +2%
AIM
382
Anchor Investment Management
South Carolina
$505K -$8.13K -174 -2%
VVP
383
Venture Visionary Partners
Ohio
$499K -$47 -1 -0%
BFA
384
Beaumont Financial Advisors
Massachusetts
$499K +$60.5K +1,294 +14%
SWM
385
Segment Wealth Management
Texas
$498K
KA
386
Kovack Advisors
Florida
$493K +$27.8K +595 +6%
M1FG
387
Mach-1 Financial Group
Arkansas
$492K +$327 +7 +0.1%
FG
388
Fiduciary Group
Georgia
$487K +$241K +5,150 +103%
BA
389
Ballew Advisors
Mississippi
$486K +$28K +600 +6%
MA
390
Mutual Advisors
Nebraska
$486K -$118K -2,536 -20%
FA
391
Fiducient Advisors
Illinois
$480K +$468K +10,013 New
SAM
392
Securian Asset Management
Minnesota
$480K
KA
393
Kercheville Advisors
Texas
$480K +$70.1K +1,500 +18%
UIA
394
Ulland Investment Advisors
Minnesota
$475K +$10K +215 +2%
AWM
395
Avior Wealth Management
Nebraska
$467K +$15.7K +337 +4%
Wealthfront Advisers
396
Wealthfront Advisers
California
$465K +$71.6K +1,532 +19%
AGC
397
Aspen Grove Capital
Colorado
$460K
ST
398
Smithfield Trust
Pennsylvania
$459K
WAG
399
Windsor Advisory Group
Ohio
$456K
PI
400
PFG Investments
New York
$451K +$106K +2,261 +32%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.