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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
526
Formidable Asset Management
Ohio
$213K +$213K +4,435 New
AWA
527
Arkadios Wealth Advisors
Georgia
$211K +$211K +4,408 New
GCA
528
Greenwood Capital Associates
South Carolina
$210K -$6.77K -141 -3%
PFGIA
529
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$209K +4,354 New
PPWP
530
Premier Path Wealth Partners
New Jersey
$208K -$37.4K -780 -15%
FIM
531
Freedom Investment Management
Connecticut
$208K -$117K -2,443 -36%
EWA
532
Exencial Wealth Advisors
Oklahoma
$205K +$2.06K +43 +1%
QWM
533
Quadcap Wealth Management
Texas
$205K -$10.7K -223 -5%
SEP
534
Southland Equity Partners
Missouri
$204K +$204K +4,252 New
WA
535
WP Advisors
California
$203K +$203K +4,227 New
WTA
536
Washington Trust Advisors
Massachusetts
$193K -$35.4K -738 -15%
IWA
537
Icon Wealth Advisors
Texas
$177K +$3.22K +67 +2%
FHA
538
First Horizon Advisors
Tennessee
$163K +$2.5K +52 +2%
RIA
539
Realta Investment Advisors
Delaware
$162K -$34.7K -723 -18%
CP
540
Castleview Partners
Texas
$152K -$6.19K -129 -4%
HWA
541
HHM Wealth Advisors
Tennessee
$151K -$224K -4,677 -60%
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$151K -$62.3K -1,298 -29%
FFA
543
Farther Finance Advisors
California
$150K +$74.1K +1,538 +98%
WSC
544
Wellington Shields & Co
New York
$150K – – –
PA
545
PSI Advisors
Florida
$149K -$39.1K -814 -21%
RBC
546
Rye Brook Capital
Connecticut
$144K – – –
AT
547
Arlington Trust
Alabama
$142K +$142K +2,957 New
WT
548
Whittier Trust
California
$136K +$16.8K +351 +14%
PB
549
Pinnacle Bancorp
Nebraska
$136K – – –
PA
550
Parallel Advisors
California
$136K -$135K -2,815 -50%
20 21
22
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