AMLP icon

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
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$217K +$84K +1,781 +63%
LW
527
Lauer Wealth
Indiana
$214K – – –
GCA
528
Greenwood Capital Associates
South Carolina
$213K +$6.93K +147 +3%
LWM
529
Lyell Wealth Management
California
$212K – – –
IFWM
530
Institute for Wealth Management
Colorado
$210K +$47 +1 +0%
SWA
531
Sax Wealth Advisors
New Jersey
$207K +$207K +4,393 New
PAG
532
Private Advisory Group
Washington
$206K +$206K +4,372 New
ACI
533
Alpha Cubed Investments
California
$203K +$203K +4,317 New
OCM
534
Objective Capital Management
Ohio
$202K +$202K +4,281 New
PHAM
535
Palisades Hudson Asset Management
Florida
$200K +$200K +4,247 New
WTA
536
Washington Trust Advisors
Massachusetts
$185K -$5.14K -109 -3%
IWA
537
Icon Wealth Advisors
Texas
$181K +$7.87K +167 +5%
NFSG
538
Newbridge Financial Services Group
Florida
$181K -$34.5K -733 -16%
GFP
539
Gryphon Financial Partners
Ohio
$168K +$168K +3,559 New
FHA
540
First Horizon Advisors
Tennessee
$163K +$2.64K +56 +2%
TWC
541
TD Waterhouse Canada
Ontario, Canada
$161K +$31.2K +659 +24%
HT
542
Headlands Technologies
Illinois
$161K +$161K +3,410 New
Walleye Trading
543
Walleye Trading
New York
$156K -$78K -1,654 -33%
HWA
544
HHM Wealth Advisors
Tennessee
$148K – – –
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
$148K – – –
MA
546
Montag & Associates
Georgia
$148K +$55.8K +1,184 +61%
WSC
547
Wellington Shields & Co
New York
$142K -$4.71K -100 -3%
RBC
548
Rye Brook Capital
Connecticut
$141K – – –
AT
549
Arlington Trust
Alabama
$139K – – –
WT
550
Whittier Trust
California
$137K +$2.55K +54 +2%
20 21
22
23 24