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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
501
Great Valley Advisor Group
Delaware
$236K +$288 +6 +0.1%
Renaissance Technologies
502
Renaissance Technologies
New York
$235K -$1.03M -21,400 -81%
SWM
503
Spire Wealth Management
Virginia
$234K -$123K -2,560 -34%
GHAM
504
Gilman Hill Asset Management
Connecticut
$234K +$1.2K +25 +0.5%
LC
505
Lindbrook Capital
California
$233K – – –
EWA
506
EP Wealth Advisors
California
$233K +$2.4K +50 +1%
CWM
507
Cornerstone Wealth Management
Missouri
$232K +$816 +17 +0.4%
AI
508
Atria Investments
North Carolina
$232K +$232K +4,829 New
MOS
509
MGO One Seven
Ohio
$229K +$24.3K +506 +12%
MCWS
510
McKinley Carter Wealth Services
West Virginia
$226K – – –
CCM
511
Chickasaw Capital Management
Tennessee
$225K +$9.38K +195 +4%
RCYC
512
Richard C. Young & Co
Rhode Island
$223K +$1.34K +28 +0.6%
WLPWM
513
Walled Lake Planning & Wealth Management
Illinois
$223K – – –
IP
514
Intellectus Partners
California
$223K -$21.7K -453 -9%
DDC
515
DF Dent & Co
Maryland
$221K +$10.1K +211 +5%
LW
516
Lauer Wealth
Indiana
$220K – – –
NFSG
517
Newbridge Financial Services Group
Florida
$219K -$3.6K -75 -2%
JLBC
518
J.L. Bainbridge & Co
Florida
$219K – – –
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$217K +$54.2K +1,130 +33%
WSCM
520
Wellington Shields Capital Management
New York
$217K +$48 +1 +0%
FPAS
521
Focus Partners Advisor Solutions
Missouri
$217K – – –
PCMC
522
Private Capital Management (Colorado)
Colorado
$216K -$1.2K -25 -0.6%
CW
523
CreativeOne Wealth
Kansas
$216K +$13.8K +289 +7%
LWM
524
Lyell Wealth Management
California
$216K +$216K +4,500 New
IFWM
525
Institute for Wealth Management
Colorado
$214K -$4.85K -101 -2%
19 20
21
22 23