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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
WLPWM
501
Walled Lake Planning & Wealth Management
Illinois
$221K +$209K +4,650 New
HWM
502
Hohimer Wealth Management
Washington
$220K +$209K +4,646 New
NFSG
503
Newbridge Financial Services Group
Florida
$220K +$13.4K +298 +7%
SCI
504
Stableford Capital II
Arizona
$220K +$209K +4,643 New
RCYC
505
Richard C. Young & Co
Rhode Island
$220K +$208K +4,627 New
ADBIC
506
A.D. Beadell Investment Counsel
Wisconsin
$219K +$208K +4,625 New
CCFM
507
Clear Creek Financial Management
Washington
$217K +$205K +4,573 New
CW
508
Connectus Wealth
Ohio
$217K -$11K -245 -5%
IFWM
509
Institute for Wealth Management
Colorado
$216K +$205K +4,556 New
JLBC
510
J.L. Bainbridge & Co
Florida
$216K +$205K +4,554 New
PCMC
511
Private Capital Management (Colorado)
Colorado
$215K +$204K +4,535 New
CA
512
CoreCap Advisors
Michigan
$215K +$204K +4,534 New
FPAS
513
Focus Partners Advisor Solutions
Missouri
$215K +$203K +4,526 New
WSCM
514
Wellington Shields Capital Management
New York
$215K -$85.3K -1,898 -30%
LW
515
Lauer Wealth
Indiana
$214K +$205K +4,553 New
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$214K -$9.61K -214 -5%
GCA
517
Greenwood Capital Associates
South Carolina
$214K +$203K +4,510 New
CCM
518
Chickasaw Capital Management
Tennessee
$213K -$602K -13,400 -75%
QWM
519
Quadcap Wealth Management
Texas
$213K -$38.9K -866 -16%
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$211K +$83.7K +1,864 +72%
GRP
521
Global Retirement Partners
California
$209K +$39.8K +886 +25%
DDC
522
DF Dent & Co
Maryland
$208K +$197K +4,387 New
OA
523
Oxbow Advisors
Texas
$203K -$3.65M -81,364 -95%
MOS
524
MGO One Seven
Ohio
$203K -$85.4K -1,902 -31%
EWA
525
Exencial Wealth Advisors
Oklahoma
$201K +$190K +4,226 New

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.