AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
401
RFG Advisory
Alabama
$442K -$8.3K -173 -2%
VWA
402
Visionary Wealth Advisors
Illinois
$436K +$98.4K +2,050 +29%
I
403
INVST
Indiana
$435K -$7.85K -163 -2%
SC
404
Sapient Capital
Indiana
$429K – – –
SCA
405
Snowden Capital Advisors
New York
$429K +$144 +3 +0%
OWA
406
Opal Wealth Advisors
New York
$428K +$3.12K +65 +0.7%
9WM
407
9258 Wealth Management
Ohio
$425K -$5.66K -118 -1%
RFC
408
Regions Financial Corp
Alabama
$424K +$8.4K +175 +2%
CC
409
Courier Capital
New York
$421K -$6.62K -138 -2%
DAC
410
Dividend Assets Capital
South Carolina
$414K – – –
CAAS
411
Capital Asset Advisory Services
Michigan
$412K +$132K +2,724 +47%
TPWA
412
TRUE Private Wealth Advisors
Oregon
$410K +$5.95K +124 +1%
CCA
413
Childress Capital Advisors
Texas
$408K -$192K -4,000 -32%
VCM
414
Virtue Capital Management
Tennessee
$401K -$89.6K -1,824 -18%
BAM
415
Belpointe Asset Management
Nevada
$401K -$295K -6,144 -42%
RFG
416
RFP Financial Group
Georgia
$398K – – –
ACA
417
Atlas Capital Advisors
Wyoming
$391K – – –
PP
418
Pingora Partners
Wyoming
$390K -$19.2K -400 -5%
FFA
419
First Foundation Advisors
California
$380K -$9.6K -200 -2%
AOWM
420
Alpha Omega Wealth Management
Virginia
$373K +$2.59K +54 +0.7%
HWM
421
Howard Wealth Management
Connecticut
$371K +$37.6K +784 +11%
RPGK
422
Retirement Planning Group (Kansas)
Kansas
$365K +$71.4K +1,489 +24%
WS
423
Wedbush Securities
California
$365K +$20.7K +432 +6%
GFG
424
Greystone Financial Group
Michigan
$363K -$4.41K -92 -1%
WI
425
WBI Investments
New Jersey
$362K -$57.5K -1,198 -14%
15 16
17
18 19