We are live on ! Find out more
AMLP icon

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
EWA
26
EP Wealth Advisors
California
$24.1M +$24M +506,582 +10,423%
CL
27
Choreo LLC
Illinois
$23.7M -$372K -7,855 -2%
William Blair & Company
28
William Blair & Company
Illinois
$23.2M +$398K +8,424 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$21.1M +$14.1K +299 +0.1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$19.1M +$1.94M +41,108 +11%
PCP
31
Proficio Capital Partners
Massachusetts
$19M +$2.02M +42,718 +12%
MSRPS
32
Maryland State Retirement & Pension System
Maryland
$18.8M
FAT
33
First American Trust
California
$18.7M -$6.55M -138,397 -26%
PCIA
34
Prime Capital Investment Advisors
Kansas
$18.2M -$462K -9,774 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$18.2M -$1.87M -39,562 -9%
NA
36
NewEdge Advisors
Louisiana
$18M +$338K +7,139 +2%
US Bancorp
37
US Bancorp
Minnesota
$16.3M -$5.01M -105,891 -23%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$15.9M +$638K +13,479 +4%
SFS
39
Searcy Financial Services
Kansas
$15.4M +$305K +6,443 +2%
AWM
40
Allen Wealth Management
North Carolina
$15.3M +$231K +4,886 +2%
SERBOO
41
School Employees Retirement Board of Ohio
Ohio
$14.6M +$14.7M +310,698 New
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$14.4M +$77.3K +1,635 +0.5%
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$14.1M -$17K -359 -0.1%
BCI
44
Brinker Capital Investments
Pennsylvania
$13.8M -$184K -3,892 -1%
OPS
45
Orion Portfolio Solutions
Nebraska
$13.8M -$184K -3,892 -1%
EA
46
Enclave Advisors
Texas
$12.7M +$12.7M +269,021 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$12.6M +$743K +15,708 +6%
BWP
48
Baldwin Wealth Partners
Massachusetts
$12.2M -$114K -2,414 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$12.1M +$553K +11,692 +5%
IPW
50
IronBridge Private Wealth
Texas
$11.9M -$346K -7,323 -3%

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.