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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
551
Hilltop National Bank
Wyoming
$134K – – –
TWC
552
TD Waterhouse Canada
Ontario, Canada
$132K -$4.82K -100 -4%
Citadel Advisors
553
Citadel Advisors
Florida
$118K -$6.02M -125,557 -98%
PS
554
Principal Securities
Iowa
$106K -$182K -3,783 -63%
LFA
555
LGT Financial Advisors
Texas
$105K -$18K -375 -15%
EWP
556
Elevation Wealth Partners
California
$105K +$1.87K +39 +2%
IGWM
557
ICA Group Wealth Management
Colorado
$103K +$59.9K +1,249 +139%
CTC
558
Central Trust Company
Missouri
$103K -$2.4K -50 -2%
ZB
559
Zions Bancorporation
Utah
$96K +$96K +2,000 New
MA
560
Montag & Associates
Georgia
$93.7K +$96 +2 +0.1%
AWM
561
Atticus Wealth Management
Florida
$93.5K +$16.7K +348 +22%
AFG
562
Albion Financial Group
Utah
$93.1K – – –
CHA
563
Carmichael Hill & Associates
Maryland
$89.2K +$815 +17 +0.9%
AA
564
Ancora Advisors
Ohio
$80.6K +$7.01K +146 +10%
BBHC
565
Brown Brothers Harriman & Co
New York
$79K +$19.2K +400 +32%
KSWA
566
Kathleen S. Wright Associates
Pennsylvania
$74.2K – – –
SP
567
SWS Partners
Ohio
$74.1K +$74.1K +1,544 New
CTA
568
Colonial Trust Advisors
South Carolina
$71.7K – – –
HCP
569
Hexagon Capital Partners
Arkansas
$68K -$43.1K -898 -39%
OIA
570
Optimum Investment Advisors
Illinois
$67.2K +$19.2K +400 +40%
EBA
571
Eagle Bay Advisors
New York
$66.3K +$1.3K +27 +2%
PGAM
572
Princeton Global Asset Management
New Jersey
$64.8K – – –
SSB
573
Sandy Spring Bank
Maryland
$64.6K -$38.1K -794 -37%
FF
574
Friedenthal Financial
New Jersey
$61.7K +$1.87K +39 +3%
CNBTD
575
Citizens National Bank Trust Department
Mississippi
$60.5K – – –
21 22
23
24 25