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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
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$344K +$127K +2,682 +59%
KeyBank National Association
452
KeyBank National Association
Ohio
$344K -$8.23K -174 -2%
SFA
453
Sequoia Financial Advisors
Ohio
$342K +$993 +21 +0.3%
LMKC
454
L.M. Kohn & Company
Ohio
$341K +$342K +7,233 New
GT
455
Glenmede Trust
Pennsylvania
$335K +$336K +7,100 New
DWA
456
Douglass Winthrop Advisors
New York
$333K +$47.3K +1,000 +17%
IPA
457
Investment Planning Advisors
Georgia
$331K
SIAS
458
Summit Investment Advisory Services
Minnesota
$328K +$329K +6,957 New
UAS
459
United Asset Strategies
New York
$321K +$322K +6,812 New
IWN
460
Independent Wealth Network
Iowa
$321K +$4.97K +105 +2%
MIM
461
Moseley Investment Management
Florida
$320K +$55.2K +1,167 +21%
FFA
462
First Foundation Advisors
California
$316K -$58.1K -1,228 -15%
HNB
463
Huntington National Bank
Ohio
$311K
ATPW
464
Ashton Thomas Private Wealth
Arizona
$302K
FTDI
465
First Trust Direct Indexing
Massachusetts
$298K
PA
466
Pinnacle Associates
New York
$297K +$70.5K +1,490 +27%
LCM
467
Lazari Capital Management
California
$296K
MFGM
468
Marshall Financial Group (Maryland)
Maryland
$294K +$295K +6,236 New
CAG
469
Csenge Advisory Group
Florida
$293K +$291K +6,152 New
FWM
470
FFT Wealth Management
Pennsylvania
$293K
CWM
471
Collaborative Wealth Management
Florida
$292K -$4.12K -87 -1%
NCM
472
Noesis Capital Mangement
Florida
$292K +$37.8K +800 +15%
BlackRock
473
BlackRock
New York
$289K +$278K +5,868 +2,301%
TIA
474
Tiemann Investment Advisors
California
$287K
CWS
475
Cypress Wealth Services
California
$284K +$10.3K +217 +4%

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.