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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
426
Castle Rock Wealth Management
California
$360K – – –
GPW
427
Gentry Private Wealth
Kansas
$360K +$360K +7,509 New
SAG
428
Spotlight Asset Group
Illinois
$360K – – –
KeyBank National Association
429
KeyBank National Association
Ohio
$358K +$128K +2,673 +56%
CIAS
430
Capital Investment Advisory Services
North Carolina
$358K +$71.6K +1,492 +25%
LA
431
LVW Advisors
New York
$353K +$86.4K +1,800 +32%
ACM
432
Allred Capital Management
Texas
$352K +$75.9K +1,582 +27%
Bank of New York Mellon
433
Bank of New York Mellon
New York
$350K +$20.8K +433 +6%
SFA
434
Sequoia Financial Advisors
Ohio
$348K +$960 +20 +0.3%
SFC
435
Strategic Financial Concepts
Texas
$347K +$347K +101,202 New
WFA
436
WMG Financial Advisors
Tennessee
$346K +$346K +7,205 New
BAM
437
BTS Asset Management
Massachusetts
$344K -$54.7K -1,140 -14%
WHG
438
Westwood Holdings Group
Texas
$342K -$466K -9,714 -58%
GTAM
439
Global Trust Asset Management
Florida
$342K +$36.9K +770 +12%
IPA
440
Investment Planning Advisors
Georgia
$331K +$331K +6,891 New
CS
441
Cannell & Spears
New York
$328K +$328K +6,840 New
Franklin Resources
442
Franklin Resources
California
$326K – – –
CIA
443
Concurrent Investment Advisors
Florida
$325K +$62.4K +1,300 +24%
OP
444
ORG Partners
Indiana
$322K +$322K +6,686 New
IWN
445
Independent Wealth Network
Iowa
$322K +$1.01K +21 +0.3%
FS
446
Ferguson Shapiro
Georgia
$321K +$321K +6,691 New
BCM
447
Barometer Capital Management
Ontario, Canada
$318K +$269K +5,600 +549%
AAG
448
Armstrong Advisory Group
Massachusetts
$317K +$279K +5,806 +719%
CA
449
CoreCap Advisors
Michigan
$316K +$98.1K +2,045 +45%
IWM
450
IHT Wealth Management
Illinois
$315K +$1.06K +22 +0.3%
16 17
18
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