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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMNJ
476
NorthStar Asset Management (New Jersey)
New Jersey
$272K +$272K +5,670 New
P
477
&Partners
Tennessee
$272K +$272K +5,666 New
LFG
478
Larson Financial Group
Missouri
$270K – – –
MIM
479
Moseley Investment Management
Florida
$270K -$5.66K -118 -2%
TF
480
Trek Financial
Arizona
$269K -$225K -4,687 -45%
TNBTD
481
Trustmark National Bank Trust Department
Mississippi
$269K +$2.4K +50 +0.9%
IC
482
IEQ Capital
California
$268K +$3.84K +80 +1%
ECG
483
Edge Capital Group
Georgia
$267K – – –
MLFP
484
MPS Loria Financial Planners
Illinois
$265K +$48 +1 +0%
PA
485
Pinnacle Associates
New York
$263K -$66.2K -1,380 -20%
SWM
486
SeaCrest Wealth Management
New York
$261K +$9.5K +198 +4%
KMWM
487
Keudell/Morrison Wealth Management
Oregon
$261K – – –
NCM
488
Noesis Capital Mangement
Florida
$259K +$259K +5,400 New
DAS
489
Diversify Advisory Services
Utah
$256K -$1.64K -34 -0.6%
BOPW
490
Brandywine Oak Private Wealth
Pennsylvania
$256K – – –
TFA
491
Teamwork Financial Advisors
Texas
$243K +$13K +270 +6%
VCP
492
Verus Capital Partners
Arizona
$243K +$432 +9 +0.2%
WB
493
WesBanco Bank
West Virginia
$243K -$19.2K -400 -7%
SCI
494
Stableford Capital II
Arizona
$242K +$15K +307 +7%
OPCM
495
Osborne Partners Capital Management
California
$242K – – –
MAG
496
Mayfair Advisory Group
Alabama
$241K +$241K +4,973 New
CCFM
497
Clear Creek Financial Management
Washington
$240K +$20.2K +420 +9%
LRWA
498
Long Run Wealth Advisors
New York
$239K +$3.89K +81 +2%
IA
499
IFG Advisory
Georgia
$239K +$239K +4,973 New
Walleye Trading
500
Walleye Trading
New York
$238K +$214K +4,458 +892%
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