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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
LWM
526
Lyell Wealth Management
California
$216K +$210K +4,500 New
IFWM
527
Institute for Wealth Management
Colorado
$214K -$4.72K -101 -2%
FAM
528
Formidable Asset Management
Ohio
$213K +$207K +4,435 New
AWA
529
Arkadios Wealth Advisors
Georgia
$211K +$206K +4,408 New
GCA
530
Greenwood Capital Associates
South Carolina
$210K -$6.59K -141 -3%
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$203K +4,354 New
PPWP
532
Premier Path Wealth Partners
New Jersey
$208K -$36.4K -780 -15%
FIM
533
Freedom Investment Management
Connecticut
$208K -$114K -2,443 -36%
EWA
534
Exencial Wealth Advisors
Oklahoma
$205K +$2.01K +43 +1%
QWM
535
Quadcap Wealth Management
Texas
$205K -$10.4K -223 -5%
SEP
536
Southland Equity Partners
Missouri
$204K +$199K +4,252 New
WA
537
WP Advisors
California
$203K +$198K +4,227 New
WTA
538
Washington Trust Advisors
Massachusetts
$193K -$34.5K -738 -15%
IWA
539
Icon Wealth Advisors
Texas
$177K +$3.13K +67 +2%
FHA
540
First Horizon Advisors
Tennessee
$163K +$2.43K +52 +2%
RIA
541
Realta Investment Advisors
Delaware
$162K -$33.8K -723 -18%
CP
542
Castleview Partners
Texas
$152K -$6.03K -129 -4%
HWA
543
HHM Wealth Advisors
Tennessee
$151K -$219K -4,677 -60%
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$151K -$60.6K -1,298 -29%
FFA
545
Farther Finance Advisors
California
$150K +$71.9K +1,538 +98%
WSC
546
Wellington Shields & Co
New York
$150K
PA
547
PSI Advisors
Florida
$149K -$38K -814 -21%
RBC
548
Rye Brook Capital
Connecticut
$144K
AT
549
Arlington Trust
Alabama
$142K +$138K +2,957 New
WT
550
Whittier Trust
California
$136K +$16.4K +351 +14%

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.