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Alerian MLP ETF
AMLP

Overview Fund Activity

715 hedge funds and large institutions have $4.59B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 314 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+63
Holders Change %
+9.66%
% of All Funds
9.52%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
111
Increased
314
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$91.3M
2
Bank of America
Bank of America
North Carolina
+$55.7M
3
Wells Fargo
Wells Fargo
California
+$49.3M
4
AIM
Allen Investment Management
New York
+$23.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22.5M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$85.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$45.1M
3
HCM
Hilton Capital Management
New York
-$31.6M
4
Goldman Sachs
Goldman Sachs
New York
-$19.2M
5
Millennium Management
Millennium Management
New York
-$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
551
SFI Advisors
New Jersey
$247K +$247K +5,134 New
JLBC
552
J.L. Bainbridge & Co
Florida
$246K +$21.4K +445 +10%
CCM
553
Chickasaw Capital Management
Tennessee
$245K -$109K -2,250 -31%
SWA
554
Sax Wealth Advisors
New Jersey
$244K +$32.6K +676 +15%
SWM
555
Spire Wealth Management
Virginia
$243K -$25.7K -534 -10%
OPCM
556
Osborne Partners Capital Management
California
$242K – – –
VCP
557
Verus Capital Partners
Arizona
$241K -$2.94K -61 -1%
SEP
558
Southland Equity Partners
Missouri
$240K – – –
IA
559
IFG Advisory
Georgia
$240K +$240K +4,973 New
WCP
560
Wealthcare Capital Partners
Pennsylvania
$239K +$239K +4,959 New
MC
561
Moors & Cabot
Massachusetts
$238K +$144 +3 +0.1%
GVAG
562
Great Valley Advisor Group
Delaware
$237K +$289 +6 +0.1%
Envestnet Portfolio Solutions
563
Envestnet Portfolio Solutions
Illinois
$236K -$1.34M -27,730 -85%
CWM
564
Cornerstone Wealth Management
Missouri
$235K +$867 +18 +0.4%
EC
565
Elequin Capital
New York
$235K +$235K +4,879 New
GHAM
566
Gilman Hill Asset Management
Connecticut
$235K – – –
LC
567
Lindbrook Capital
California
$234K – – –
AWMG
568
ADG Wealth Management Group
Louisiana
$234K +$234K +4,857 New
CCA
569
Cooper Capital Advisors
California
$233K +$233K +4,833 New
IP
570
Intellectus Partners
California
$228K +$2.31K +48 +1%
MCWS
571
McKinley Carter Wealth Services
West Virginia
$227K – – –
RCYC
572
Richard C. Young & Co
Rhode Island
$227K +$2.89K +60 +1%
SCI
573
Stableford Capital II
Arizona
$225K – – –
LW
574
Lauer Wealth
Indiana
$219K – – –
PCMC
575
Private Capital Management (Colorado)
Colorado
$217K -$19.7K -410 -8%
21 22
23
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