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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
476
RDA Financial Network
Iowa
$258K
AIM
477
Astor Investment Management
Illinois
$257K -$392K -8,728 -62%
DAS
478
Diversify Advisory Services
Utah
$253K +$240K +5,334 New
BOPW
479
Brandywine Oak Private Wealth
Pennsylvania
$253K +$240K +5,333 New
SWM
480
SeaCrest Wealth Management
New York
$249K -$152K -3,389 -39%
PPWP
481
Premier Path Wealth Partners
New Jersey
$243K +$4.27K +95 +2%
IP
482
Intellectus Partners
California
$242K +$229K +5,095 New
SW
483
SteelPeak Wealth
California
$241K +$229K +5,087 New
VCP
484
Verus Capital Partners
Arizona
$240K -$8.63K -192 -4%
OPCM
485
Osborne Partners Capital Management
California
$239K +$226K +5,035 New
FG
486
Fiduciary Group
Georgia
$237K
IAA
487
Independent Advisor Alliance
North Carolina
$237K +$225K +5,000 New
HNB
488
Huntington National Bank
Ohio
$233K
GVAG
489
Great Valley Advisor Group
Delaware
$233K +$221K +4,911 New
LRWA
490
Long Run Wealth Advisors
New York
$233K +$220K +4,900 New
LC
491
Lindbrook Capital
California
$231K
GHAM
492
Gilman Hill Asset Management
Connecticut
$230K -$46.7K -1,040 -18%
CWM
493
Cornerstone Wealth Management
Missouri
$229K -$1.08K -24 -0.5%
EWA
494
EP Wealth Advisors
California
$228K +$216K +4,810 New
TFA
495
Teamwork Financial Advisors
Texas
$228K -$9.48K -211 -4%
KeyBank National Association
496
KeyBank National Association
Ohio
$227K +$215K +4,792 New
WTA
497
Washington Trust Advisors
Massachusetts
$226K -$31K -691 -13%
TPCW
498
TD Private Client Wealth
New York
$225K +$17.3K +386 +9%
MCWS
499
McKinley Carter Wealth Services
West Virginia
$224K
TWP
500
Tempus Wealth Planning
California
$221K -$33.8K -752 -14%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.