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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
526
Walled Lake Planning & Wealth Management
Illinois
$219K
PA
527
Parallel Advisors
California
$217K +$84.2K +1,781 +63%
LW
528
Lauer Wealth
Indiana
$214K
GCA
529
Greenwood Capital Associates
South Carolina
$213K +$6.95K +147 +3%
LWM
530
Lyell Wealth Management
California
$212K
IFWM
531
Institute for Wealth Management
Colorado
$210K +$47 +1 +0%
SWA
532
Sax Wealth Advisors
New Jersey
$207K +$208K +4,393 New
PAG
533
Private Advisory Group
Washington
$206K +$207K +4,372 New
ACI
534
Alpha Cubed Investments
California
$203K +$204K +4,317 New
OCM
535
Objective Capital Management
Ohio
$202K +$202K +4,281 New
PHAM
536
Palisades Hudson Asset Management
Florida
$200K +$201K +4,247 New
WTA
537
Washington Trust Advisors
Massachusetts
$185K -$5.16K -109 -3%
IWA
538
Icon Wealth Advisors
Texas
$181K +$7.9K +167 +5%
NFSG
539
Newbridge Financial Services Group
Florida
$181K -$34.7K -733 -16%
GFP
540
Gryphon Financial Partners
Ohio
$168K +$168K +3,559 New
FHA
541
First Horizon Advisors
Tennessee
$163K +$2.65K +56 +2%
TWC
542
TD Waterhouse Canada
Ontario, Canada
$161K +$31.2K +659 +24%
HT
543
Headlands Technologies
Illinois
$161K +$161K +3,410 New
Walleye Trading
544
Walleye Trading
New York
$156K -$78.2K -1,654 -33%
HWA
545
HHM Wealth Advisors
Tennessee
$148K
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$148K
MA
547
Montag & Associates
Georgia
$148K +$56K +1,184 +61%
WSC
548
Wellington Shields & Co
New York
$142K -$4.73K -100 -3%
RBC
549
Rye Brook Capital
Connecticut
$141K
AT
550
Arlington Trust
Alabama
$139K

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.