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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$24.1M -$33.6K -699 -0.1%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$24.1M +$22.5M +468,083 +1,482%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$21.6M +$47.5K +989 +0.2%
PCP
29
Proficio Capital Partners
Massachusetts
$20.9M +$1.53M +31,882 +8%
NA
30
NewEdge Advisors
Louisiana
$19.6M +$1.13M +23,580 +6%
MSRPS
31
Maryland State Retirement & Pension System
Maryland
$19.2M
FAT
32
First American Trust
California
$18.9M -$120K -2,498 -0.6%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$18.7M +$5.86M +121,935 +46%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$18.5M -$972K -20,215 -5%
PCIA
35
Prime Capital Investment Advisors
Kansas
$17.9M -$685K -14,260 -4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$17.3M -$1.22M -25,479 -7%
US Bancorp
37
US Bancorp
Minnesota
$16.7M +$115K +2,386 +0.7%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$16.3M +$26.3K +547 +0.2%
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$16M -$1.01K -21 -0%
SFS
40
Searcy Financial Services
Kansas
$15.9M +$121K +2,516 +0.8%
AWM
41
Allen Wealth Management
North Carolina
$15.6M +$56K +1,164 +0.4%
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$14.2M -$267K -5,553 -2%
WA
43
Wealth Alliance
New York
$14M +$2.3M +47,781 +20%
BCWM
44
Ball & Co Wealth Management
Tennessee
$13.9M +$13.9M +289,247 New
VCM
45
Violich Capital Management
California
$13.6M +$2.76M +57,500 +26%
SPC
46
Spirepoint Private Client
Florida
$13.5M +$3.84M +79,929 +40%
EA
47
Enclave Advisors
Texas
$13.4M +$443K +9,217 +3%
CGA
48
Crescent Grove Advisors
Illinois
$12.9M +$12.8M +267,199 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$12.7M +$261K +5,428 +2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$12.6M +$11.2M +233,530 +851%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.