We are live on ! Find out more
AMLP icon

Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
476
Ethos Financial Group
Pennsylvania
$283K
FIM
477
Fernwood Investment Management
Massachusetts
$281K
ADBIC
478
A.D. Beadell Investment Counsel
Wisconsin
$279K
TNBTD
479
Trustmark National Bank Trust Department
Mississippi
$276K +$12.2K +257 +5%
BCM
480
Buckhead Capital Management
Georgia
$276K +$4.73K +100 +2%
Bessemer Group
481
Bessemer Group
New Jersey
$273K
SWM
482
SeaCrest Wealth Management
New York
$273K +$15.9K +336 +6%
NAMNJ
483
NorthStar Asset Management (New Jersey)
New Jersey
$272K +$5.06K +107 +2%
CHJWM
484
Carlton Hofferkamp & Jenks Wealth Management
Texas
$269K
MWM
485
Mattern Wealth Management
Kansas
$269K
BWL
486
Bogart Wealth LLC
Virginia
$268K
LFG
487
Larson Financial Group
Missouri
$266K
Baird Financial Group
488
Baird Financial Group
Wisconsin
$266K -$19.4K -410 -7%
EWM
489
EPG Wealth Management
Georgia
$264K +$265K +5,607 New
SWM
490
Spire Wealth Management
Virginia
$263K +$33.4K +706 +14%
ECG
491
Edge Capital Group
Georgia
$263K
VA
492
Vident Advisory
Georgia
$262K +$263K +5,562 New
LA
493
LVW Advisors
New York
$262K -$85.1K -1,800 -24%
MLFP
494
MPS Loria Financial Planners
Illinois
$260K +$95 +2 +0%
WB
495
WesBanco Bank
West Virginia
$260K +$21.3K +450 +9%
KMWM
496
Keudell/Morrison Wealth Management
Oregon
$256K
BOPW
497
Brandywine Oak Private Wealth
Pennsylvania
$256K +$4.49K +95 +2%
RFN
498
RDA Financial Network
Iowa
$250K -$17.3K -365 -6%
WSCM
499
Wellington Shields Capital Management
New York
$247K +$34K +719 +16%
DAS
500
Diversify Advisory Services
Utah
$247K -$1.8K -38 -0.7%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.