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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.

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
1
Hilton Capital Management
New York
$31.6M
2
AIM
2
Allen Investment Management
New York
$86.9M
3
EWA
3
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$111M
5
SERBOO
5
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$122M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
5
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$24.1M +$23.9M +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 +$397K +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 +$2.01M +42,718 +12%
MSRPS
32
Maryland State Retirement & Pension System
Maryland
$18.8M – – –
FAT
33
First American Trust
California
$18.7M -$6.52M -138,397 -26%
PCIA
34
Prime Capital Investment Advisors
Kansas
$18.2M -$461K -9,774 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$18.2M -$1.86M -39,562 -9%
NA
36
NewEdge Advisors
Louisiana
$18M +$336K +7,139 +2%
US Bancorp
37
US Bancorp
Minnesota
$16.3M -$4.99M -105,891 -23%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$15.9M +$635K +13,479 +4%
SFS
39
Searcy Financial Services
Kansas
$15.4M +$304K +6,443 +2%
AWM
40
Allen Wealth Management
North Carolina
$15.3M +$230K +4,886 +2%
SERBOO
41
School Employees Retirement Board of Ohio
Ohio
$14.6M +$14.6M +310,698 New
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$14.4M +$77.1K +1,635 +0.5%
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$14.1M -$16.9K -359 -0.1%
OPS
44
Orion Portfolio Solutions
Nebraska
$13.8M -$183K -3,892 -1%
BCI
45
Brinker Capital Investments
Pennsylvania
$13.8M -$183K -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 +$740K +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 +$551K +11,692 +5%
IPW
50
IronBridge Private Wealth
Texas
$11.9M -$345K -7,323 -3%
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