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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evexia Wealth
Wisconsin
$665K +$21.4K +416 +3%
JIC
402
Joel Isaacson & Co
New York
$665K +$657K +12,800 New
RCWM
403
Red Crane Wealth Management
California
$662K +$4.26K +83 +0.7%
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$646K +$387K +7,531 +154%
WA
405
WealthTrust Axiom
Pennsylvania
$645K +$86.3K +1,680 +16%
Allspring Global Investments
406
Allspring Global Investments
North Carolina
$644K
MFG
407
Merit Financial Group
Georgia
$638K +$631K +12,291 New
IPA
408
Investment Planning Advisors
Georgia
$637K +$271K +5,287 +76%
WE
409
Wealth Effects
Massachusetts
$628K -$21.8K -425 -3%
KA
410
Kercheville Advisors
Texas
$627K +$60.6K +1,180 +11%
IAA
411
Independent Advisor Alliance
North Carolina
$621K -$5.9M -114,990 -91%
MAS
412
MPWM Advisory Solutions
Georgia
$617K +$202K +3,935 +50%
AAG
413
Armstrong Advisory Group
Massachusetts
$617K
BHBT
414
Burke & Herbert Bank & Trust
Virginia
$615K
MSAM
415
Moloney Securities Asset Management
Missouri
$614K +$235K +4,579 +63%
HIC
416
Holderness Investments Company
North Carolina
$613K +$221K +4,304 +57%
BIG
417
Brookwood Investment Group
Arizona
$610K +$603K +11,745 New
KF
418
Krilogy Financial
Missouri
$610K -$719 -14 -0.1%
WAM
419
Walker Asset Management
Missouri
$608K +$2.36K +46 +0.4%
BI
420
Bramshill Investments
Florida
$597K -$950K -18,500 -62%
WAS
421
Wealth Advisory Solutions
Indiana
$597K
NAG
422
Northstar Advisory Group
New Jersey
$597K +$590K +11,500 New
Fidelity International
423
Fidelity International
Bermuda
$596K +$589K +11,473 New
BF
424
BOK Financial
Oklahoma
$594K
AIC
425
Anthracite Investment Company
Texas
$584K

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.