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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
GSC
551
Ground Swell Capital
South Carolina
$252K +$251K +5,224 New
MOS
552
MGO One Seven
Ohio
$248K +$22.6K +471 +10%
LRWA
553
Long Run Wealth Advisors
New York
$248K +$3.99K +83 +2%
SA
554
SFI Advisors
New Jersey
$247K +$247K +5,134 New
JLBC
555
J.L. Bainbridge & Co
Florida
$246K +$21.4K +445 +10%
CCM
556
Chickasaw Capital Management
Tennessee
$245K -$108K -2,250 -31%
SWA
557
Sax Wealth Advisors
New Jersey
$244K +$32.5K +676 +15%
SWM
558
Spire Wealth Management
Virginia
$243K -$25.7K -534 -10%
OPCM
559
Osborne Partners Capital Management
California
$242K
VCP
560
Verus Capital Partners
Arizona
$241K -$2.93K -61 -1%
SEP
561
Southland Equity Partners
Missouri
$240K
IA
562
IFG Advisory
Georgia
$240K +$239K +4,973 New
WCP
563
Wealthcare Capital Partners
Pennsylvania
$239K +$238K +4,959 New
MC
564
Moors & Cabot
Massachusetts
$238K +$144 +3 +0.1%
GVAG
565
Great Valley Advisor Group
Delaware
$237K +$288 +6 +0.1%
Envestnet Portfolio Solutions
566
Envestnet Portfolio Solutions
Illinois
$236K -$1.33M -27,730 -85%
CWM
567
Cornerstone Wealth Management
Missouri
$235K +$865 +18 +0.4%
EC
568
Elequin Capital
New York
$235K +$235K +4,879 New
GHAM
569
Gilman Hill Asset Management
Connecticut
$235K
LC
570
Lindbrook Capital
California
$234K
AWMG
571
ADG Wealth Management Group
Louisiana
$234K +$233K +4,857 New
CCA
572
Cooper Capital Advisors
California
$233K +$232K +4,833 New
IP
573
Intellectus Partners
California
$228K +$2.31K +48 +1%
MCWS
574
McKinley Carter Wealth Services
West Virginia
$227K
RCYC
575
Richard C. Young & Co
Rhode Island
$227K +$2.88K +60 +1%

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.