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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
476
Fernwood Investment Management
Massachusetts
$281K – – –
ADBIC
477
A.D. Beadell Investment Counsel
Wisconsin
$279K – – –
TNBTD
478
Trustmark National Bank Trust Department
Mississippi
$276K +$12.1K +257 +5%
BCM
479
Buckhead Capital Management
Georgia
$276K +$4.71K +100 +2%
Bessemer Group
480
Bessemer Group
New Jersey
$273K – – –
SWM
481
SeaCrest Wealth Management
New York
$273K +$15.8K +336 +6%
NAMNJ
482
NorthStar Asset Management (New Jersey)
New Jersey
$272K +$5.04K +107 +2%
CHJWM
483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$269K – – –
MWM
484
Mattern Wealth Management
Kansas
$269K – – –
BWL
485
Bogart Wealth LLC
Virginia
$268K – – –
LFG
486
Larson Financial Group
Missouri
$266K – – –
Baird Financial Group
487
Baird Financial Group
Wisconsin
$266K -$19.3K -410 -7%
EWM
488
EPG Wealth Management
Georgia
$264K +$264K +5,607 New
SWM
489
Spire Wealth Management
Virginia
$263K +$33.3K +706 +14%
ECG
490
Edge Capital Group
Georgia
$263K – – –
VA
491
Vident Advisory
Georgia
$262K +$262K +5,562 New
LA
492
LVW Advisors
New York
$262K -$84.8K -1,800 -24%
MLFP
493
MPS Loria Financial Planners
Illinois
$260K +$94 +2 +0%
WB
494
WesBanco Bank
West Virginia
$260K +$21.2K +450 +9%
KMWM
495
Keudell/Morrison Wealth Management
Oregon
$256K – – –
BOPW
496
Brandywine Oak Private Wealth
Pennsylvania
$256K +$4.48K +95 +2%
RFN
497
RDA Financial Network
Iowa
$250K -$17.2K -365 -6%
WSCM
498
Wellington Shields Capital Management
New York
$247K +$33.9K +719 +16%
DAS
499
Diversify Advisory Services
Utah
$247K -$1.78K -38 -0.7%
CP
500
Castleview Partners
Texas
$247K +$97.7K +2,073 +66%
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