We are live on ! Find out more
AMLP icon

Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
26
First American Trust
California
$29.1M +$1.98M +43,968 +8%
NW
27
Naviter Wealth
Arkansas
$28.5M +$1.96M +43,621 +8%
CL
28
Choreo LLC
Illinois
$23.6M -$604K -13,438 -3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$21.7M -$188K -4,190 -0.9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$21M +$16.4M +364,516 +470%
PCIA
31
Prime Capital Investment Advisors
Kansas
$20.4M +$197K +4,395 +1%
MSRPS
32
Maryland State Retirement & Pension System
Maryland
$18.3M
HCM
33
Hilton Capital Management
New York
$17.9M +$8.3M +184,854 +96%
PCP
34
Proficio Capital Partners
Massachusetts
$16.8M -$5.41M -120,532 -25%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$16.7M +$420K +9,339 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$16.3M +$1.4M +31,261 +10%
AP
37
Advisors Preferred
Maryland
$15.5M +$2.08M +46,381 +17%
SFS
38
Searcy Financial Services
Kansas
$15.1M +$109K +2,426 +0.8%
AWM
39
Allen Wealth Management
North Carolina
$14.9M +$535K +11,906 +4%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$14.3M +$369K +8,207 +3%
BWP
41
Baldwin Wealth Partners
Massachusetts
$14.2M -$214K -4,763 -2%
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$14.2M +$27.8K +618 +0.2%
BCI
43
Brinker Capital Investments
Pennsylvania
$13.7M +$11.3M +251,483 +661%
OPS
44
Orion Portfolio Solutions
Nebraska
$13.7M +$11.3M +251,483 +661%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$472K +10,509 +4%
IPW
46
IronBridge Private Wealth
Texas
$11.9M +$747K +16,635 +7%
NCM
47
Novare Capital Management
North Carolina
$11.4M
CCA
48
Checchi Capital Advisers
California
$11.2M +$852K +18,956 +9%
FFG
49
Fortem Financial Group
California
$11M +$10.1M +225,918 +3,445%
PFS
50
Prospera Financial Services
Texas
$11M +$551K +12,256 +6%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.