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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
PP
401
Pingora Partners
Wyoming
$405K
KA
402
Kercheville Advisors
Texas
$403K +$56.2K +1,250 +17%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$399K +$5.43K +121 +1%
BAM
404
BTS Asset Management
Massachusetts
$394K +$50.3K +1,119 +16%
RFG
405
RFP Financial Group
Georgia
$393K +$6.06K +135 +2%
Wealthfront Advisers
406
Wealthfront Advisers
California
$387K -$1.89K -42 -0.5%
ACA
407
Atlas Capital Advisors
Wyoming
$386K
FFA
408
First Foundation Advisors
California
$386K +$1.57K +35 +0.4%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$385K -$176K -3,913 -33%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$379K +$13.5K +300 +4%
AF
411
Allworth Financial
California
$375K -$22.1K -493 -6%
SFG
412
Summit Financial Group
West Virginia
$374K +$116K +2,590 +49%
EW
413
Evexia Wealth
Wisconsin
$372K +$24K +534 +7%
HWA
414
HHM Wealth Advisors
Tennessee
$371K
EGM
415
Engineers Gate Manager
New York
$368K +$349K +7,760 New
AOWM
416
Alpha Omega Wealth Management
Virginia
$366K +$2.38K +53 +0.7%
NL
417
NWAM LLC
Washington
$364K -$3.99M -88,801 -92%
GFG
418
Greystone Financial Group
Michigan
$363K +$344K +7,649 New
SAG
419
Spotlight Asset Group
Illinois
$356K
SWM
420
Spire Wealth Management
Virginia
$353K +$2.92K +65 +0.9%
CRWM
421
Castle Rock Wealth Management
California
$348K +$63.9K +1,422 +23%
SFA
422
Sequoia Financial Advisors
Ohio
$343K +$898 +20 +0.3%
WS
423
Wedbush Securities
California
$341K +$35K +780 +12%
PI
424
PFG Investments
New York
$339K +$321K +7,137 New
VWA
425
Visionary Wealth Advisors
Illinois
$334K

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.