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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 %
IC
401
IEQ Capital
California
$470K +$206K +4,375 +78%
NW
402
NewEdge Wealth
Pennsylvania
$462K -$60.2K -1,277 -12%
CIS
403
Custom Index Systems
New York
$461K -$189K -4,006 -29%
AWM
404
Avior Wealth Management
Nebraska
$461K +$2.17K +46 +0.5%
WI
405
WBI Investments
New Jersey
$460K +$105K +2,226 +30%
ST
406
Smithfield Trust
Pennsylvania
$458K +$7.44K +158 +2%
TFA
407
Teamwork Financial Advisors
Texas
$452K +$213K +4,528 +89%
AGC
408
Aspen Grove Capital
Colorado
$452K – – –
WAG
409
Windsor Advisory Group
Ohio
$448K – – –
GLA
410
Good Life Advisors
Pennsylvania
$445K -$134K -2,839 -23%
SGCA
411
Steel Grove Capital Advisors
Tennessee
$440K +$141 +3 +0%
HWM
412
Howard Wealth Management
Connecticut
$440K +$75.4K +1,600 +21%
RA
413
RFG Advisory
Alabama
$440K +$5.42K +115 +1%
CAAS
414
Capital Asset Advisory Services
Michigan
$436K +$34.8K +739 +9%
VWA
415
Visionary Wealth Advisors
Illinois
$435K +$6.41K +136 +1%
WS
416
Wedbush Securities
California
$433K +$74.3K +1,578 +21%
OWA
417
Opal Wealth Advisors
New York
$432K +$11.4K +242 +3%
SC
418
Sapient Capital
Indiana
$422K – – –
SCA
419
Snowden Capital Advisors
New York
$419K -$2.88K -61 -0.7%
9WM
420
9258 Wealth Management
Ohio
$419K +$1.65K +35 +0.4%
PRI
421
Prepared Retirement Institute
Pennsylvania
$417K -$136K -2,888 -25%
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$414K +$111K +2,362 +37%
I
423
INVST
Indiana
$411K -$14.7K -311 -3%
RFC
424
Regions Financial Corp
Alabama
$409K -$7.82K -166 -2%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$408K +$5.33K +113 +1%
15 16
17
18 19