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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
FFT Wealth Management
Pennsylvania
$292K -$7.02K -146 -2%
EFG
527
Ethos Financial Group
Pennsylvania
$289K
BC
528
Brookfield Corp
Ontario, Canada
$288K +$287K +5,970 New
FIM
529
Fernwood Investment Management
Massachusetts
$284K -$2.4K -50 -0.8%
NAMNJ
530
NorthStar Asset Management (New Jersey)
New Jersey
$283K +$4.61K +96 +2%
BWP
531
Balboa Wealth Partners
Arizona
$277K +$277K +5,756 New
BCM
532
Buckhead Capital Management
Georgia
$276K -$5.29K -110 -2%
WSCM
533
Wellington Shields Capital Management
New York
$272K +$19.2K +400 +8%
FSA
534
Fort Sheridan Advisors
Illinois
$271K +$270K +5,621 New
FA
535
Fountainhead AM
New Jersey
$268K +$268K +5,571 New
VA
536
Vident Advisory
Georgia
$268K
EWM
537
EPG Wealth Management
Georgia
$268K -$2.31K -48 -0.9%
TNBTD
538
Trustmark National Bank Trust Department
Mississippi
$268K -$14.8K -307 -5%
CAG
539
Csenge Advisory Group
Florida
$268K -$28.6K -596 -10%
LA
540
LVW Advisors
New York
$268K
MLFP
541
MPS Loria Financial Planners
Illinois
$267K +$913 +19 +0.3%
WB
542
WesBanco Bank
West Virginia
$265K
HC
543
Hara Capital
Washington
$264K +$132K +2,740 +100%
BOPW
544
Brandywine Oak Private Wealth
Pennsylvania
$261K
MAG
545
Mayfair Advisory Group
Alabama
$261K +$21.7K +452 +9%
TC
546
TownSquare Capital
Utah
$261K +$261K +5,425 New
KMWM
547
Keudell/Morrison Wealth Management
Oregon
$261K -$721 -15 -0.3%
BWL
548
Bogart Wealth LLC
Virginia
$258K -$15.2K -317 -6%
GS
549
GWN Securities
Florida
$258K +$238K +4,944 New
RFN
550
RDA Financial Network
Iowa
$256K

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.