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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
PCA
401
Prosperity Capital Advisors
Ohio
$471K -$1.52M -32,042 -76%
IC
402
IEQ Capital
California
$470K +$207K +4,375 +78%
NW
403
NewEdge Wealth
Pennsylvania
$462K -$60.4K -1,277 -12%
CIS
404
Custom Index Systems
New York
$461K -$189K -4,006 -29%
AWM
405
Avior Wealth Management
Nebraska
$461K +$2.18K +46 +0.5%
WI
406
WBI Investments
New Jersey
$460K +$105K +2,226 +30%
ST
407
Smithfield Trust
Pennsylvania
$458K +$7.47K +158 +2%
TFA
408
Teamwork Financial Advisors
Texas
$452K +$214K +4,528 +89%
AGC
409
Aspen Grove Capital
Colorado
$452K
WAG
410
Windsor Advisory Group
Ohio
$448K
GLA
411
Good Life Advisors
Pennsylvania
$445K -$134K -2,839 -23%
SGCA
412
Steel Grove Capital Advisors
Tennessee
$440K +$142 +3 +0%
HWM
413
Howard Wealth Management
Connecticut
$440K +$75.7K +1,600 +21%
RA
414
RFG Advisory
Alabama
$440K +$5.44K +115 +1%
CAAS
415
Capital Asset Advisory Services
Michigan
$436K +$35K +739 +9%
VWA
416
Visionary Wealth Advisors
Illinois
$435K +$6.43K +136 +1%
WS
417
Wedbush Securities
California
$433K +$74.6K +1,578 +21%
OWA
418
Opal Wealth Advisors
New York
$432K +$11.4K +242 +3%
SC
419
Sapient Capital
Indiana
$422K
SCA
420
Snowden Capital Advisors
New York
$419K -$2.88K -61 -0.7%
9WM
421
9258 Wealth Management
Ohio
$419K +$1.66K +35 +0.4%
PRI
422
Prepared Retirement Institute
Pennsylvania
$417K -$137K -2,888 -25%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$414K +$112K +2,362 +37%
I
424
INVST
Indiana
$411K -$14.7K -311 -3%
RFC
425
Regions Financial Corp
Alabama
$409K -$7.85K -166 -2%

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.