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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$27.1M +$905K +17,623 +3%
SERBOO
27
School Employees Retirement Board of Ohio
Ohio
$26.3M
PCIA
28
Prime Capital Investment Advisors
Kansas
$24.5M +$5.12M +99,632 +27%
NHFG
29
New Harbor Financial Group
Massachusetts
$24.2M +$11.3M +219,589 +89%
CL
30
Choreo LLC
Illinois
$24.1M -$1.87M -36,329 -7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$23.2M +$9.43M +183,718 +70%
PCP
32
Proficio Capital Partners
Massachusetts
$22.9M +$275K +5,351 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$22.7M -$544K -10,593 -2%
NA
34
NewEdge Advisors
Louisiana
$22M +$846K +16,482 +4%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$4.07M +79,345 +23%
FAT
36
First American Trust
California
$21.1M +$715K +13,925 +4%
MSRPS
37
Maryland State Retirement & Pension System
Maryland
$20.7M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$18.5M -$234K -4,562 -1%
PFS
39
Prospera Financial Services
Texas
$17.4M +$6.82M +132,825 +66%
SFS
40
Searcy Financial Services
Kansas
$17.3M +$202K +3,929 +1%
AWM
41
Allen Wealth Management
North Carolina
$16.4M -$417K -8,127 -3%
SPC
42
Spirepoint Private Client
Florida
$16.1M +$1.48M +28,910 +10%
EA
43
Enclave Advisors
Texas
$16.1M +$1.59M +30,965 +11%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$16M +$107K +2,082 +0.7%
BDWCC
45
B&D White Capital Company
Texas
$15.8M +$13.1M +254,679 +509%
BCWM
46
Ball & Co Wealth Management
Tennessee
$15.3M +$275K +5,348 +2%
CCA
47
Checchi Capital Advisers
California
$15.1M +$2.61M +50,885 +21%
VCM
48
Violich Capital Management
California
$14.9M +$193K +3,750 +1%
WA
49
Wealth Alliance
New York
$14.1M -$975K -18,994 -7%
Nomura Asset Management
50
Nomura Asset Management
Japan
$13.9M +$13.8M +267,900 New

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.