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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
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
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
+$31.6M
2
AIM
Allen Investment Management
New York
+$24.9M
3
EWA
EP Wealth Advisors
California
+$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$44.7M
2
VF
Virtu Financial
New York
-$9.8M
3
UBS Group
UBS Group
Switzerland
-$8.17M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$6.81M
5
FAT
First American Trust
California
-$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
376
Anthracite Investment Company
Texas
$530K -$2.5M -53,000 -83%
VVP
377
Venture Visionary Partners
Ohio
$526K +$35.6K +756 +7%
BA
378
Ballew Advisors
Mississippi
$524K +$50.6K +1,067 +11%
WA
379
WealthTrust Axiom
Pennsylvania
$523K +$943 +20 +0.2%
SIG
380
Stonegate Investment Group
Alabama
$520K – – –
CL
381
CSS LLC
Illinois
$520K -$605K -12,844 -54%
ACP
382
Aveo Capital Partners
Colorado
$516K -$742K -15,754 -59%
ZIM
383
Zacks Investment Management
Illinois
$516K – – –
FPCP
384
Fort Point Capital Partners
California
$512K – – –
BCM
385
BluePointe Capital Management
California
$512K – – –
KA
386
Kercheville Advisors
Texas
$510K +$38.9K +825 +8%
EFMC
387
Empire Financial Management Company
New York
$509K – – –
MCM
388
MAI Capital Management
Ohio
$507K +$2.55K +54 +0.5%
UIA
389
Ulland Investment Advisors
Minnesota
$506K +$39.6K +840 +8%
AWA
390
Arete Wealth Advisors
Illinois
$501K -$1.2M -25,384 -70%
CIA
391
Concurrent Investment Advisors
Florida
$500K +$181K +3,845 +57%
IWM
392
IHT Wealth Management
Illinois
$499K +$189K +4,011 +61%
AIM
393
Anchor Investment Management
South Carolina
$498K +$2.5K +53 +0.5%
M1FG
394
Mach-1 Financial Group
Arkansas
$494K +$11.5K +244 +2%
SWM
395
Segment Wealth Management
Texas
$489K – – –
FG
396
Fiduciary Group
Georgia
$488K +$9.43K +200 +2%
KA
397
Kovack Advisors
Florida
$479K -$5.37K -114 -1%
SAM
398
Securian Asset Management
Minnesota
$471K – – –
SCTC
399
Sanibel Captiva Trust Company
Florida
$471K +$471K +10,000 New
PCA
400
Prosperity Capital Advisors
Ohio
$471K -$1.51M -32,042 -76%
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16
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