AMLP icon

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 %
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$310K +$92.7K +1,923 +43%
ATPW
452
Ashton Thomas Private Wealth
Arizona
$308K -$20.2K -421 -6%
FTDI
453
First Trust Direct Indexing
Massachusetts
$303K +$303K +6,318 New
CWM
454
Collaborative Wealth Management
Florida
$302K +$432 +9 +0.1%
LCM
455
Lazari Capital Management
California
$301K – – –
FWM
456
FFT Wealth Management
Pennsylvania
$298K +$7.05K +147 +2%
EWM
457
Edge Wealth Management
New York
$297K – – –
RFA
458
Register Financial Advisors
Georgia
$297K -$288 -6 -0.1%
HNB
459
Huntington National Bank
Ohio
$293K -$233K – –
TIA
460
Tiemann Investment Advisors
California
$293K -$36K -750 -11%
HWM
461
HB Wealth Management
Georgia
$292K – – –
DWA
462
Douglass Winthrop Advisors
New York
$291K +$2.64K +55 +0.9%
Baird Financial Group
463
Baird Financial Group
Wisconsin
$290K -$99.2K -2,067 -25%
EFG
464
Ethos Financial Group
Pennsylvania
$288K – – –
EWM
465
EPG Wealth Management
Georgia
$287K -$281K -5,924 Closed
TPCW
466
TD Private Client Wealth
New York
$287K +$59.3K +1,236 +26%
FIM
467
Fernwood Investment Management
Massachusetts
$286K – – –
ADBIC
468
A.D. Beadell Investment Counsel
Wisconsin
$284K +$62.3K +1,300 +28%
CWS
469
Cypress Wealth Services
California
$278K +$4.27K +89 +2%
Bessemer Group
470
Bessemer Group
New Jersey
$278K – – –
CHJWM
471
Carlton Hofferkamp & Jenks Wealth Management
Texas
$278K – – –
BCM
472
Buckhead Capital Management
Georgia
$276K – – –
MWM
473
Mattern Wealth Management
Kansas
$273K +$273K +5,700 New
BWL
474
Bogart Wealth LLC
Virginia
$273K +$168K +3,500 +160%
RFN
475
RDA Financial Network
Iowa
$272K +$12K +250 +5%
17 18
19
20 21