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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
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
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
+$31.6M
2
AIM
Allen Investment Management
New York
+$24.9M
3
EWA
EP Wealth Advisors
California
+$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$44.7M
2
VF
Virtu Financial
New York
-$9.8M
3
UBS Group
UBS Group
Switzerland
-$8.17M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$6.81M
5
FAT
First American Trust
California
-$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
501
Verus Capital Partners
Arizona
$239K +$424 +9 +0.2%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$239K -$104K -2,217 -30%
LRWA
503
Long Run Wealth Advisors
New York
$239K +$4.05K +86 +2%
OPCM
504
Osborne Partners Capital Management
California
$237K – – –
MAG
505
Mayfair Advisory Group
Alabama
$237K – – –
CCFM
506
Clear Creek Financial Management
Washington
$236K +$424 +9 +0.2%
SEP
507
Southland Equity Partners
Missouri
$234K +$34.1K +723 +17%
MC
508
Moors & Cabot
Massachusetts
$232K -$265K -5,614 -53%
GVAG
509
Great Valley Advisor Group
Delaware
$232K +$283 +6 +0.1%
PCMC
510
Private Capital Management (Colorado)
Colorado
$232K +$19.3K +410 +9%
FAM
511
Formidable Asset Management
Ohio
$230K +$21.2K +450 +10%
GHAM
512
Gilman Hill Asset Management
Connecticut
$230K – – –
LC
513
Lindbrook Capital
California
$229K – – –
CWM
514
Cornerstone Wealth Management
Missouri
$229K +$895 +19 +0.4%
AI
515
Atria Investments
North Carolina
$224K -$3.77K -80 -2%
SCI
516
Stableford Capital II
Arizona
$223K -$12.8K -268 -5%
CF
517
Clarity Financial
Texas
$223K +$223K +4,737 New
MCWS
518
McKinley Carter Wealth Services
West Virginia
$222K – – –
LWMM
519
Legacy Wealth Management (Mississippi)
Mississippi
$222K +$222K +4,715 New
IP
520
Intellectus Partners
California
$221K +$2.26K +48 +1%
RCYC
521
Richard C. Young & Co
Rhode Island
$221K – – –
MOS
522
MGO One Seven
Ohio
$221K -$4.62K -98 -2%
GSEP
523
Golden State Equity Partners
California
$220K +$220K +4,670 New
JLBC
524
J.L. Bainbridge & Co
Florida
$220K +$4.9K +104 +2%
WLPWM
525
Walled Lake Planning & Wealth Management
Illinois
$219K – – –
19 20
21
22 23