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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFG Advisory
Georgia
$239K +$232K +4,973 New
Walleye Trading
502
Walleye Trading
New York
$238K +$208K +4,458 +892%
GVAG
503
Great Valley Advisor Group
Delaware
$236K +$280 +6 +0.1%
Renaissance Technologies
504
Renaissance Technologies
New York
$235K -$1,000K -21,400 -81%
SWM
505
Spire Wealth Management
Virginia
$234K -$120K -2,560 -34%
GHAM
506
Gilman Hill Asset Management
Connecticut
$234K +$1.17K +25 +0.5%
LC
507
Lindbrook Capital
California
$233K
EWA
508
EP Wealth Advisors
California
$233K +$2.34K +50 +1%
CWM
509
Cornerstone Wealth Management
Missouri
$232K +$794 +17 +0.4%
AI
510
Atria Investments
North Carolina
$232K +$226K +4,829 New
MOS
511
MGO One Seven
Ohio
$229K +$23.6K +506 +12%
MCWS
512
McKinley Carter Wealth Services
West Virginia
$226K
CCM
513
Chickasaw Capital Management
Tennessee
$225K +$9.11K +195 +4%
RCYC
514
Richard C. Young & Co
Rhode Island
$223K +$1.31K +28 +0.6%
WLPWM
515
Walled Lake Planning & Wealth Management
Illinois
$223K
IP
516
Intellectus Partners
California
$223K -$21.2K -453 -9%
DDC
517
DF Dent & Co
Maryland
$221K +$9.86K +211 +5%
LW
518
Lauer Wealth
Indiana
$220K
NFSG
519
Newbridge Financial Services Group
Florida
$219K -$3.5K -75 -2%
JLBC
520
J.L. Bainbridge & Co
Florida
$219K
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$217K +$52.8K +1,130 +33%
WSCM
522
Wellington Shields Capital Management
New York
$217K +$47 +1 +0%
FPAS
523
Focus Partners Advisor Solutions
Missouri
$217K
PCMC
524
Private Capital Management (Colorado)
Colorado
$216K -$1.17K -25 -0.6%
CW
525
CreativeOne Wealth
Kansas
$216K +$13.5K +289 +7%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.