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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
551
Sound Income Strategies
Florida
$87.6K -$200K -4,463 -71%
CHA
552
Carmichael Hill & Associates
Maryland
$87.4K +$764 +17 +0.9%
AWM
553
Atticus Wealth Management
Florida
$76K +$314 +7 +0.4%
FFA
554
Farther Finance Advisors
California
$74.6K -$8.4K -187 -11%
KSWA
555
Kathleen S. Wright Associates
Pennsylvania
$73.4K
AA
556
Ancora Advisors
Ohio
$72.8K +$853 +19 +1%
CTA
557
Colonial Trust Advisors
South Carolina
$71K
EBA
558
Eagle Bay Advisors
New York
$64.3K +$1.21K +27 +2%
PGAM
559
Princeton Global Asset Management
New Jersey
$64.1K
CNBTD
560
Citizens National Bank Trust Department
Mississippi
$59.8K -$18K -400 -24%
FF
561
Friedenthal Financial
New Jersey
$59.2K -$719 -16 -1%
BBHC
562
Brown Brothers Harriman & Co
New York
$59.2K
SFFS
563
Stonehage Fleming Financial Services
Jersey
$58K +$67.4K +1,500 New
CSC
564
Caldwell Sutter Capital
California
$54K -$28.3K -629 -36%
RIL
565
Rothschild Investment LLC
Illinois
$52K
IFAM
566
Institutional & Family Asset Management
Colorado
$51.1K +$943 +21 +2%
BCM
567
Barometer Capital Management
Ontario, Canada
$47.8K -$532K -11,840 -92%
OIA
568
Optimum Investment Advisors
Illinois
$47.5K
SSG
569
Summit Securities Group
New York
$47K +$44.9K +1,000 New
FGAM
570
Financial Gravity Asset Management
Texas
$45.3K -$632K -14,062 -93%
IGWM
571
ICA Group Wealth Management
Colorado
$42.8K
RFG
572
REAP Financial Group
Texas
$39.7K +$37.6K +836 New
FUBT
573
First United Bank & Trust
Maryland
$39.6K
GWM
574
Geneos Wealth Management
Colorado
$39.2K -$2.74K -61 -7%
FCMT
575
Founders Capital Management (Texas)
Texas
$38.3K

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.