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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
426
TRUE Private Wealth Advisors
Oregon
$408K +$5.34K +113 +1%
CC
427
Courier Capital
New York
$404K -$9.41K -199 -2%
DAC
428
Dividend Assets Capital
South Carolina
$402K -$5.2K -110 -1%
WFA
429
WMG Financial Advisors
Tennessee
$402K +$62.4K +1,320 +18%
ECG
430
EPIQ Capital Group
California
$391K +$392K +8,294 New
RFG
431
RFP Financial Group
Georgia
$391K
BA
432
Bard Associates
Illinois
$388K +$389K +8,223 New
ACA
433
Atlas Capital Advisors
Wyoming
$384K
GTAM
434
Global Trust Asset Management
Florida
$383K +$47.8K +1,010 +14%
PP
435
Pingora Partners
Wyoming
$379K -$3.78K -80 -1%
GFG
436
Greystone Financial Group
Michigan
$379K +$22.8K +482 +6%
ACM
437
Allred Capital Management
Texas
$373K +$26.4K +559 +8%
RPGK
438
Retirement Planning Group (Kansas)
Kansas
$369K +$10.3K +218 +3%
CIAS
439
Capital Investment Advisory Services
North Carolina
$368K +$16.4K +346 +5%
AAG
440
Armstrong Advisory Group
Massachusetts
$365K +$53.8K +1,138 +17%
HWM
441
HB Wealth Management
Georgia
$357K +$71.1K +1,503 +25%
CRWM
442
Castle Rock Wealth Management
California
$357K
CCA
443
Childress Capital Advisors
Texas
$353K -$47.3K -1,000 -12%
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$352K +$354K +7,476 New
TPCW
445
TD Private Client Wealth
New York
$352K +$70.6K +1,493 +25%
GPW
446
Gentry Private Wealth
Kansas
$351K -$3.4K -72 -1%
RFA
447
Register Financial Advisors
Georgia
$350K +$58.6K +1,240 +20%
AOWM
448
Alpha Omega Wealth Management
Virginia
$347K -$19.6K -414 -5%
AWA
449
Arkadios Wealth Advisors
Georgia
$346K +$139K +2,933 +67%
CCM
450
Chickasaw Capital Management
Tennessee
$345K +$125K +2,650 +57%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.