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Alerian MLP ETF
AMLP

Overview Fund Activity

715 hedge funds and large institutions have $4.59B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 314 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+63
Holders Change %
+9.66%
% of All Funds
9.52%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
111
Increased
314
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.3M
2
Bank of America
Bank of America
North Carolina
+$55.7M
3
Wells Fargo
Wells Fargo
California
+$49.3M
4
AIM
Allen Investment Management
New York
+$23.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22.5M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$85.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.1M
3
HCM
Hilton Capital Management
New York
-$31.6M
4
Goldman Sachs
Goldman Sachs
New York
-$19.2M
5
Millennium Management
Millennium Management
New York
-$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
501
Independent Wealth Network
Iowa
$325K -$2.55K -53 -0.8%
BBHC
502
Brown Brothers Harriman & Co
New York
$324K +$243K +5,050 +299%
FFA
503
First Foundation Advisors
California
$323K +$626 +13 +0.2%
HNB
504
Huntington National Bank
Ohio
$318K -$311K – –
BAM
505
BTS Asset Management
Massachusetts
$317K +$317K +6,578 New
PA
506
Pinnacle Associates
New York
$314K -$21.9K -454 -7%
AOWM
507
Alpha Omega Wealth Management
Virginia
$309K -$45.8K -951 -13%
MFGM
508
Marshall Financial Group (Maryland)
Maryland
$306K +$5.97K +124 +2%
CHJWM
509
Carlton Hofferkamp & Jenks Wealth Management
Texas
$305K – – –
First Trust Advisors
510
First Trust Advisors
Illinois
$304K +$304K +6,318 New
HCMT
511
Highland Capital Management (Tennessee)
Tennessee
$303K -$602K -12,500 -67%
LCM
512
Lazari Capital Management
California
$302K – – –
OCM
513
Objective Capital Management
Ohio
$302K +$95.5K +1,984 +46%
MIM
514
Moseley Investment Management
Florida
$301K -$25.9K -538 -8%
CWM
515
Collaborative Wealth Management
Florida
$299K +$433 +9 +0.1%
NCM
516
Noesis Capital Mangement
Florida
$299K – – –
WTA
517
Washington Trust Advisors
Massachusetts
$296K +$107K +2,225 +57%
AEPWM
518
Atlantic Edge Private Wealth Management
Florida
$295K +$286K +5,935 +2,968%
HWM
519
HB Wealth Management
Georgia
$295K -$69.3K -1,443 -19%
CWS
520
Cypress Wealth Services
California
$294K +$4.34K +90 +1%
TIA
521
Tiemann Investment Advisors
California
$294K – – –
PA
522
Parallel Advisors
California
$293K +$70.7K +1,467 +32%
FWM
523
FFT Wealth Management
Pennsylvania
$292K -$7.03K -146 -2%
EFG
524
Ethos Financial Group
Pennsylvania
$289K – – –
BC
525
Brookfield Corp
Ontario, Canada
$288K +$288K +5,970 New
19 20
21
22 23