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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 %
KeyBank National Association
451
KeyBank National Association
Ohio
$344K -$8.2K -174 -2%
SFA
452
Sequoia Financial Advisors
Ohio
$342K +$990 +21 +0.3%
LMKC
453
L.M. Kohn & Company
Ohio
$341K +$341K +7,233 New
GT
454
Glenmede Trust
Pennsylvania
$335K +$335K +7,100 New
DWA
455
Douglass Winthrop Advisors
New York
$333K +$47.1K +1,000 +17%
IPA
456
Investment Planning Advisors
Georgia
$331K – – –
SIAS
457
Summit Investment Advisory Services
Minnesota
$328K +$328K +6,957 New
UAS
458
United Asset Strategies
New York
$321K +$321K +6,812 New
IWN
459
Independent Wealth Network
Iowa
$321K +$4.95K +105 +2%
MIM
460
Moseley Investment Management
Florida
$320K +$55K +1,167 +21%
FFA
461
First Foundation Advisors
California
$316K -$57.9K -1,228 -15%
HNB
462
Huntington National Bank
Ohio
$311K -$293K – –
ATPW
463
Ashton Thomas Private Wealth
Arizona
$302K – – –
FTDI
464
First Trust Direct Indexing
Massachusetts
$298K – – –
PA
465
Pinnacle Associates
New York
$297K +$63.4K +1,490 +27%
LCM
466
Lazari Capital Management
California
$296K – – –
MFGM
467
Marshall Financial Group (Maryland)
Maryland
$294K +$294K +6,236 New
CAG
468
Csenge Advisory Group
Florida
$293K +$293K +6,152 New
FWM
469
FFT Wealth Management
Pennsylvania
$293K – – –
CWM
470
Collaborative Wealth Management
Florida
$292K -$4.1K -87 -1%
NCM
471
Noesis Capital Mangement
Florida
$292K +$37.7K +800 +15%
BlackRock
472
BlackRock
New York
$289K +$277K +5,868 +2,301%
TIA
473
Tiemann Investment Advisors
California
$287K – – –
CWS
474
Cypress Wealth Services
California
$284K +$10.2K +217 +4%
EFG
475
Ethos Financial Group
Pennsylvania
$283K – – –
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