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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
376
Northwest Wealth Management
Iowa
$541K -$3.93K -83 -0.7%
AIC
377
Anthracite Investment Company
Texas
$530K -$2.51M -53,000 -83%
VVP
378
Venture Visionary Partners
Ohio
$526K +$35.8K +756 +7%
BA
379
Ballew Advisors
Mississippi
$524K +$50.5K +1,067 +11%
WA
380
WealthTrust Axiom
Pennsylvania
$523K +$946 +20 +0.2%
SIG
381
Stonegate Investment Group
Alabama
$520K
CL
382
CSS LLC
Illinois
$520K -$607K -12,844 -54%
ACP
383
Aveo Capital Partners
Colorado
$516K -$745K -15,754 -59%
ZIM
384
Zacks Investment Management
Illinois
$516K
FPCP
385
Fort Point Capital Partners
California
$512K
BCM
386
BluePointe Capital Management
California
$512K
KA
387
Kercheville Advisors
Texas
$510K +$39K +825 +8%
EFMC
388
Empire Financial Management Company
New York
$509K
MCM
389
MAI Capital Management
Ohio
$507K +$2.55K +54 +0.5%
UIA
390
Ulland Investment Advisors
Minnesota
$506K +$39.7K +840 +8%
AWA
391
Arete Wealth Advisors
Illinois
$501K -$1.2M -25,384 -70%
CIA
392
Concurrent Investment Advisors
Florida
$500K +$182K +3,845 +57%
IWM
393
IHT Wealth Management
Illinois
$499K +$190K +4,011 +61%
AIM
394
Anchor Investment Management
South Carolina
$498K +$2.51K +53 +0.5%
M1FG
395
Mach-1 Financial Group
Arkansas
$494K +$11.5K +244 +2%
SWM
396
Segment Wealth Management
Texas
$489K
FG
397
Fiduciary Group
Georgia
$488K +$9.46K +200 +2%
KA
398
Kovack Advisors
Florida
$479K -$5.39K -114 -1%
SAM
399
Securian Asset Management
Minnesota
$471K
SCTC
400
Sanibel Captiva Trust Company
Florida
$471K +$473K +10,000 New

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.