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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AGC
476
Aspen Grove Capital
Colorado
$382K -$79.8K -1,660 -17%
SFA
477
Sequoia Financial Advisors
Ohio
$378K +$27.7K +576 +8%
RA
478
RFG Advisory
Alabama
$376K -$73.3K -1,525 -16%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$376K +$334K +6,940 +809%
GFG
480
Greystone Financial Group
Michigan
$375K -$12.2K -254 -3%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$375K +$27.3K +567 +8%
SGCA
482
Steel Grove Capital Advisors
Tennessee
$374K -$77.4K -1,610 -17%
ADBIC
483
A.D. Beadell Investment Counsel
Wisconsin
$373K +$87.7K +1,825 +31%
SAM
484
Silvercrest Asset Management
New York
$369K +$368K +7,660 New
FA
485
Fiducient Advisors
Illinois
$366K -$484K -10,068 -57%
CCA
486
Childress Capital Advisors
Texas
$361K
HIC
487
Holderness Investments Company
North Carolina
$361K +$360K +7,492 New
PS
488
Principal Securities
Iowa
$355K +$248K +5,169 +234%
AWA
489
Arkadios Wealth Advisors
Georgia
$355K +$1.2K +25 +0.3%
SKK
490
Shepherd Kaplan Krochuk
Massachusetts
$354K -$2.65M -55,084 -88%
KeyBank National Association
491
KeyBank National Association
Ohio
$351K
TPCW
492
TD Private Client Wealth
New York
$350K -$9.37K -195 -3%
KFGK
493
Keystone Financial Group (Kentucky)
Kentucky
$350K -$9.85K -205 -3%
MSAM
494
Moloney Securities Asset Management
Missouri
$349K -$386K -8,040 -53%
DAS
495
Diversify Advisory Services
Utah
$347K +$86.2K +1,793 +34%
GT
496
Glenmede Trust
Pennsylvania
$342K
CAG
497
Crestwood Advisors Group
Massachusetts
$341K +$340K +7,075 New
GWA
498
Gutierrez Wealth Advisory
Arkansas
$340K +$340K +7,070 New
CAI
499
Capital Advisors Inc
Oklahoma
$340K +$340K +7,068 New
EF
500
Envision Financial
Wisconsin
$340K +$340K +7,065 New

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.