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Alerian MLP ETF
AMLP

Overview Fund Activity

728 hedge funds and large institutions have $5.17B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 338 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.89%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
87
Increased
338
Reduced
183
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$790M
2
Wells Fargo
Wells Fargo
California
$367M
3
AIM
Allen Investment Management
New York
$160M
4
UBS Group
UBS Group
Switzerland
$176M
5
LPL Financial
LPL Financial
California
$168M

Top Sellers

1
RA
Rational Advisors
New York
$0
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$884K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.1M
4
CGA
Crescent Grove Advisors
Illinois
$0
5
FFO
Fiduciary Family Office
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$27.1M +$915K +17,623 +3%
SERBOO
27
School Employees Retirement Board of Ohio
Ohio
$26.3M – – –
PCIA
28
Prime Capital Investment Advisors
Kansas
$24.5M +$5.17M +99,632 +27%
NHFG
29
New Harbor Financial Group
Massachusetts
$24.2M +$11.4M +219,589 +89%
CL
30
Choreo LLC
Illinois
$24.1M -$1.89M -36,329 -7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$23.2M +$9.54M +183,718 +70%
PCP
32
Proficio Capital Partners
Massachusetts
$22.9M +$278K +5,351 +1%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$22.7M -$550K -10,593 -2%
NA
34
NewEdge Advisors
Louisiana
$22M +$856K +16,482 +4%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$4.12M +79,345 +23%
FAT
36
First American Trust
California
$21.1M +$723K +13,925 +4%
MSRPS
37
Maryland State Retirement & Pension System
Maryland
$20.7M – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$18.5M -$237K -4,562 -1%
PFS
39
Prospera Financial Services
Texas
$17.4M +$6.9M +132,825 +66%
SFS
40
Searcy Financial Services
Kansas
$17.3M +$204K +3,929 +1%
AWM
41
Allen Wealth Management
North Carolina
$16.4M -$422K -8,127 -3%
SPC
42
Spirepoint Private Client
Florida
$16.1M +$1.5M +28,910 +10%
EA
43
Enclave Advisors
Texas
$16.1M +$1.61M +30,965 +11%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$16M +$108K +2,082 +0.7%
BDWCC
45
B&D White Capital Company
Texas
$15.8M +$13.2M +254,679 +509%
BCWM
46
Ball & Co Wealth Management
Tennessee
$15.3M +$278K +5,348 +2%
CCA
47
Checchi Capital Advisers
California
$15.1M +$2.64M +50,885 +21%
VCM
48
Violich Capital Management
California
$14.9M +$195K +3,750 +1%
WA
49
Wealth Alliance
New York
$14.1M -$987K -18,994 -7%
Nomura Asset Management
50
Nomura Asset Management
Japan
$13.9M +$13.9M +267,900 New
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