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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
376
Tandem Financial
Colorado
$644K +$642K +13,363 New
MIM
377
Miller Investment Management
Pennsylvania
$643K
VVP
378
Venture Visionary Partners
Ohio
$634K +$96.9K +2,015 +18%
GWP
379
Gateway Wealth Partners
Wisconsin
$632K +$529 +11 +0.1%
DI
380
DDFG Inc
California
$631K -$39.5K -822 -6%
PIA
381
Pinion Investment Advisors
Kansas
$629K +$9.09K +189 +1%
MWM
382
Maridea Wealth Management
New York
$629K +$627K +13,051 New
CIA
383
Concurrent Investment Advisors
Florida
$627K +$115K +2,402 +23%
AAG
384
Armstrong Advisory Group
Massachusetts
$617K +$243K +5,052 +65%
HW
385
Hamilton Wealth
California
$615K +$6.44K +134 +1%
SWA
386
SFMG Wealth Advisors
Texas
$613K +$47.4K +987 +8%
RCWM
387
Red Crane Wealth Management
California
$610K +$608K +12,659 New
RPGK
388
Retirement Planning Group (Kansas)
Kansas
$606K +$229K +4,758 +61%
MCM
389
MAI Capital Management
Ohio
$606K +$87.4K +1,818 +17%
WE
390
Wealth Effects
Massachusetts
$603K -$16.3K -340 -3%
NPFS
391
Novak & Powell Financial Services
Florida
$598K +$31.5K +656 +6%
Allspring Global Investments
392
Allspring Global Investments
North Carolina
$597K +$596K +12,400 New
LSAG
393
Lake Street Advisors Group
New Hampshire
$597K +$19.2K +400 +3%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$593K +$283K +5,892 +92%
BHBT
395
Burke & Herbert Bank & Trust
Virginia
$570K
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$568K -$157K -3,269 -22%
AWA
397
Arete Wealth Advisors
Illinois
$568K +$54.3K +1,130 +11%
KF
398
Krilogy Financial
Missouri
$566K -$354K -7,373 -39%
JFG
399
Jefferies Financial Group
New York
$565K -$38.2K -794 -6%
CP
400
Castleview Partners
Texas
$564K +$305K +6,352 +121%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.