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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
BF
401
BOK Financial
Oklahoma
$563K
TSS
402
Two Sigma Securities
New York
$562K +$561K +11,668 New
WAM
403
Walker Asset Management
Missouri
$562K -$35.1K -730 -6%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$557K -$656K -13,642 -54%
WAS
405
Wealth Advisory Solutions
Indiana
$554K
SWP
406
Strategic Wealth Partners
Ohio
$546K +$511K +10,622 New
NWM
407
Northwest Wealth Management
Iowa
$545K -$7.55K -157 -1%
AIC
408
Anthracite Investment Company
Texas
$541K
RFC
409
Regions Financial Corp
Alabama
$539K +$121K +2,525 +29%
HWM
410
Howard Wealth Management
Connecticut
$534K +$84.6K +1,760 +19%
AWM
411
Avior Wealth Management
Nebraska
$534K +$63K +1,311 +13%
SIG
412
Stonegate Investment Group
Alabama
$532K
ACP
413
Aveo Capital Partners
Colorado
$529K +$1.73K +36 +0.3%
ZIM
414
Zacks Investment Management
Illinois
$527K
KA
415
Kercheville Advisors
Texas
$525K +$3.6K +75 +0.7%
AWM
416
Axxcess Wealth Management
California
$522K -$1.16M -24,095 -69%
EFMC
417
Empire Financial Management Company
New York
$520K
BA
418
Ballew Advisors
Mississippi
$519K -$27.9K -580 -5%
WA
419
WealthTrust Axiom
Pennsylvania
$517K -$16.8K -350 -3%
FG
420
Fiduciary Group
Georgia
$513K +$14.4K +300 +3%
FPCP
421
Fort Point Capital Partners
California
$513K -$10.7K -222 -2%
AIA
422
AssuredPartners Investment Advisors
Florida
$505K +$504K +10,482 New
AIM
423
Anchor Investment Management
South Carolina
$501K -$8.03K -167 -2%
SWM
424
Segment Wealth Management
Texas
$500K
TF
425
TME Financial
California
$490K +$499K +10,388 New

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.