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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
426
Greystone Financial Group
Michigan
$363K -$4.3K -92 -1%
WI
427
WBI Investments
New Jersey
$362K -$56K -1,198 -14%
CRWM
428
Castle Rock Wealth Management
California
$360K
GPW
429
Gentry Private Wealth
Kansas
$360K +$351K +7,509 New
SAG
430
Spotlight Asset Group
Illinois
$360K
KeyBank National Association
431
KeyBank National Association
Ohio
$358K +$125K +2,673 +56%
CIAS
432
Capital Investment Advisory Services
North Carolina
$358K +$69.7K +1,492 +25%
LA
433
LVW Advisors
New York
$353K +$84.1K +1,800 +32%
ACM
434
Allred Capital Management
Texas
$352K +$73.9K +1,582 +27%
Bank of New York Mellon
435
Bank of New York Mellon
New York
$350K +$20.2K +433 +6%
SFA
436
Sequoia Financial Advisors
Ohio
$348K +$935 +20 +0.3%
SFC
437
Strategic Financial Concepts
Texas
$347K +$4.73M +101,202 New
WFA
438
WMG Financial Advisors
Tennessee
$346K +$337K +7,205 New
BAM
439
BTS Asset Management
Massachusetts
$344K -$53.3K -1,140 -14%
WHG
440
Westwood Holdings Group
Texas
$342K -$454K -9,714 -58%
GTAM
441
Global Trust Asset Management
Florida
$342K +$36K +770 +12%
IPA
442
Investment Planning Advisors
Georgia
$331K +$322K +6,891 New
CS
443
Cannell & Spears
New York
$328K +$320K +6,840 New
Franklin Resources
444
Franklin Resources
California
$326K
CIA
445
Concurrent Investment Advisors
Florida
$325K +$60.7K +1,300 +24%
OP
446
ORG Partners
Indiana
$322K +$312K +6,686 New
IWN
447
Independent Wealth Network
Iowa
$322K +$981 +21 +0.3%
FS
448
Ferguson Shapiro
Georgia
$321K +$313K +6,691 New
BCM
449
Barometer Capital Management
Ontario, Canada
$318K +$262K +5,600 +549%
AAG
450
Armstrong Advisory Group
Massachusetts
$317K +$271K +5,806 +719%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.