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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
CP
501
Castleview Partners
Texas
$247K +$98K +2,073 +66%
VCP
502
Verus Capital Partners
Arizona
$239K +$426 +9 +0.2%
Bank of New York Mellon
503
Bank of New York Mellon
New York
$239K -$105K -2,217 -30%
LRWA
504
Long Run Wealth Advisors
New York
$239K +$4.07K +86 +2%
OPCM
505
Osborne Partners Capital Management
California
$237K
MAG
506
Mayfair Advisory Group
Alabama
$237K
CCFM
507
Clear Creek Financial Management
Washington
$236K +$426 +9 +0.2%
SEP
508
Southland Equity Partners
Missouri
$234K +$34.2K +723 +17%
MC
509
Moors & Cabot
Massachusetts
$232K -$266K -5,614 -53%
GVAG
510
Great Valley Advisor Group
Delaware
$232K +$284 +6 +0.1%
PCMC
511
Private Capital Management (Colorado)
Colorado
$232K +$19.4K +410 +9%
FAM
512
Formidable Asset Management
Ohio
$230K +$21.3K +450 +10%
GHAM
513
Gilman Hill Asset Management
Connecticut
$230K
LC
514
Lindbrook Capital
California
$229K
CWM
515
Cornerstone Wealth Management
Missouri
$229K +$899 +19 +0.4%
AI
516
Atria Investments
North Carolina
$224K -$3.78K -80 -2%
SCI
517
Stableford Capital II
Arizona
$223K -$12.7K -268 -5%
CF
518
Clarity Financial
Texas
$223K +$224K +4,737 New
MCWS
519
McKinley Carter Wealth Services
West Virginia
$222K
LWMM
520
Legacy Wealth Management (Mississippi)
Mississippi
$222K +$223K +4,715 New
IP
521
Intellectus Partners
California
$221K +$2.27K +48 +1%
RCYC
522
Richard C. Young & Co
Rhode Island
$221K
MOS
523
MGO One Seven
Ohio
$221K -$4.63K -98 -2%
GSEP
524
Golden State Equity Partners
California
$220K +$221K +4,670 New
JLBC
525
J.L. Bainbridge & Co
Florida
$220K +$4.92K +104 +2%

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.