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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
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
26
First American Trust
California
$25.6M -$3.77M -78,535 -13%
CL
27
Choreo LLC
Illinois
$24.5M +$544K +11,285 +2%
William Blair & Company
28
William Blair & Company
Illinois
$23.3M +$16.8M +350,196 +260%
US Bancorp
29
US Bancorp
Minnesota
$21.7M +$20.6M +430,350 +2,059%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$21.5M -$482K -10,037 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$20.4M -$824K -17,181 -4%
MSRPS
32
Maryland State Retirement & Pension System
Maryland
$19.2M – – –
PCIA
33
Prime Capital Investment Advisors
Kansas
$19M -$1.59M -33,108 -8%
NA
34
NewEdge Advisors
Louisiana
$18M +$12.6M +262,884 +233%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$17.4M +$553K +11,531 +3%
PCP
36
Proficio Capital Partners
Massachusetts
$17.3M +$309K +6,449 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$2.02M +42,149 +15%
SFS
38
Searcy Financial Services
Kansas
$15.4M +$143K +2,978 +0.9%
AWM
39
Allen Wealth Management
North Carolina
$15.3M +$204K +4,248 +1%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$14.6M +$67.1K +1,399 +0.5%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$14.4M -$7.97K -166 -0.1%
OPS
42
Orion Portfolio Solutions
Nebraska
$14.2M +$295K +6,141 +2%
BCI
43
Brinker Capital Investments
Pennsylvania
$14.2M +$295K +6,141 +2%
AP
44
Advisors Preferred
Maryland
$14.1M -$1.68M -34,793 -11%
BWP
45
Baldwin Wealth Partners
Massachusetts
$12.5M -$1.84M -38,410 -13%
IPW
46
IronBridge Private Wealth
Texas
$12.5M +$519K +10,810 +4%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$12M -$4.41M -91,876 -27%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$11.8M +$770K +16,051 +7%
NCM
49
Novare Capital Management
North Carolina
$11.5M – – –
CCA
50
Checchi Capital Advisers
California
$11.3M +$43.2K +900 +0.4%
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