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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
Howard Wealth Management
Connecticut
$330K +$56.7K +1,263 +22%
BTI
427
Blue Trust Inc
Georgia
$328K +$58.3K +1,297 +23%
PA
428
Pinnacle Associates
New York
$326K -$4.94K -110 -2%
Bank of New York Mellon
429
Bank of New York Mellon
New York
$325K +$83.4K +1,856 +37%
TIA
430
Tiemann Investment Advisors
California
$325K -$33.7K -750 -10%
ATPW
431
Ashton Thomas Private Wealth
Arizona
$324K -$80.9K -1,800 -21%
Franklin Resources
432
Franklin Resources
California
$323K
FIM
433
Freedom Investment Management
Connecticut
$322K -$17.4K -388 -5%
SIAS
434
Summit Investment Advisory Services
Minnesota
$321K +$4.04K +90 +1%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$319K +$302K +6,717 New
IWN
436
Independent Wealth Network
Iowa
$317K -$180 -4 -0.1%
IWM
437
IHT Wealth Management
Illinois
$310K -$48.2K -1,072 -14%
GTAM
438
Global Trust Asset Management
Florida
$301K +$193K +4,300 +210%
CWM
439
Collaborative Wealth Management
Florida
$298K -$135 -3 -0%
LCM
440
Lazari Capital Management
California
$298K
RFA
441
Register Financial Advisors
Georgia
$294K +$3.19K +71 +1%
EWM
442
Edge Wealth Management
New York
$294K
RPGK
443
Retirement Planning Group (Kansas)
Kansas
$291K +$9.43K +210 +4%
AWM
444
Activest Wealth Management
Florida
$289K +$221K +4,923 +421%
HWM
445
HB Wealth Management
Georgia
$289K
FWM
446
FFT Wealth Management
Pennsylvania
$288K -$11.3K -251 -4%
EFG
447
Ethos Financial Group
Pennsylvania
$285K
DWA
448
Douglass Winthrop Advisors
New York
$285K
PS
449
Principal Securities
Iowa
$284K -$13K -290 -5%
SF
450
Summit Financial
New Jersey
$283K +$268K +5,970 New

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.