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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
551
Pinnacle Bancorp
Nebraska
$136K
PA
552
Parallel Advisors
California
$136K -$132K -2,815 -50%
HNB
553
Hilltop National Bank
Wyoming
$134K
TWC
554
TD Waterhouse Canada
Ontario, Canada
$132K -$4.67K -100 -4%
Citadel Advisors
555
Citadel Advisors
Florida
$118K -$5.87M -125,557 -98%
PS
556
Principal Securities
Iowa
$106K -$177K -3,783 -63%
LFA
557
LGT Financial Advisors
Texas
$105K -$17.5K -375 -15%
EWP
558
Elevation Wealth Partners
California
$105K +$1.82K +39 +2%
IGWM
559
ICA Group Wealth Management
Colorado
$103K +$58.4K +1,249 +139%
CTC
560
Central Trust Company
Missouri
$103K -$2.34K -50 -2%
ZB
561
Zions Bancorporation
Utah
$96K +$93.5K +2,000 New
MA
562
Montag & Associates
Georgia
$93.7K +$93 +2 +0.1%
AWM
563
Atticus Wealth Management
Florida
$93.5K +$16.3K +348 +22%
AFG
564
Albion Financial Group
Utah
$93.1K
CHA
565
Carmichael Hill & Associates
Maryland
$89.2K +$794 +17 +0.9%
AA
566
Ancora Advisors
Ohio
$80.6K +$6.82K +146 +10%
BBHC
567
Brown Brothers Harriman & Co
New York
$79K +$18.7K +400 +32%
KSWA
568
Kathleen S. Wright Associates
Pennsylvania
$74.2K
SP
569
SWS Partners
Ohio
$74.1K +$72.1K +1,544 New
CTA
570
Colonial Trust Advisors
South Carolina
$71.7K
HCP
571
Hexagon Capital Partners
Arkansas
$68K -$42K -898 -39%
OIA
572
Optimum Investment Advisors
Illinois
$67.2K +$18.7K +400 +40%
EBA
573
Eagle Bay Advisors
New York
$66.3K +$1.26K +27 +2%
PGAM
574
Princeton Global Asset Management
New Jersey
$64.8K
SSB
575
Sandy Spring Bank
Maryland
$64.6K -$37.1K -794 -37%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.