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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
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
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
+$31.6M
2
AIM
Allen Investment Management
New York
+$24.9M
3
EWA
EP Wealth Advisors
California
+$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$44.7M
2
VF
Virtu Financial
New York
-$9.8M
3
UBS Group
UBS Group
Switzerland
-$8.17M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$6.81M
5
FAT
First American Trust
California
-$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
426
Courier Capital
New York
$404K -$9.38K -199 -2%
DAC
427
Dividend Assets Capital
South Carolina
$402K -$5.18K -110 -1%
WFA
428
WMG Financial Advisors
Tennessee
$402K +$62.2K +1,320 +18%
ECG
429
EPIQ Capital Group
California
$391K +$391K +8,294 New
RFG
430
RFP Financial Group
Georgia
$391K – – –
BA
431
Bard Associates
Illinois
$388K +$388K +8,223 New
ACA
432
Atlas Capital Advisors
Wyoming
$384K – – –
GTAM
433
Global Trust Asset Management
Florida
$383K +$47.6K +1,010 +14%
PP
434
Pingora Partners
Wyoming
$379K -$3.77K -80 -1%
GFG
435
Greystone Financial Group
Michigan
$379K +$22.7K +482 +6%
ACM
436
Allred Capital Management
Texas
$373K +$26.3K +559 +8%
RPGK
437
Retirement Planning Group (Kansas)
Kansas
$369K +$10.3K +218 +3%
CIAS
438
Capital Investment Advisory Services
North Carolina
$368K +$16.3K +346 +5%
AAG
439
Armstrong Advisory Group
Massachusetts
$365K +$53.6K +1,138 +17%
HWM
440
HB Wealth Management
Georgia
$357K +$70.8K +1,503 +25%
CRWM
441
Castle Rock Wealth Management
California
$357K – – –
CCA
442
Childress Capital Advisors
Texas
$353K -$47.1K -1,000 -12%
KFGK
443
Keystone Financial Group (Kentucky)
Kentucky
$352K +$352K +7,476 New
TPCW
444
TD Private Client Wealth
New York
$352K +$70.4K +1,493 +25%
GPW
445
Gentry Private Wealth
Kansas
$351K -$3.39K -72 -1%
RFA
446
Register Financial Advisors
Georgia
$350K +$58.4K +1,240 +20%
AOWM
447
Alpha Omega Wealth Management
Virginia
$347K -$19.5K -414 -5%
AWA
448
Arkadios Wealth Advisors
Georgia
$346K +$138K +2,933 +67%
CCM
449
Chickasaw Capital Management
Tennessee
$345K +$125K +2,650 +57%
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$344K +$128K +2,682 +59%
16 17
18
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