AMLP icon

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 %
CSC
576
Caldwell Sutter Capital
California
$54.6K – – –
TSMHT
577
Thurston Springer Miller Herd & Titak
Indiana
$53.7K -$373K -7,773 -87%
IFAM
578
Institutional & Family Asset Management
Colorado
$52.7K +$1.06K +22 +2%
RI
579
Ridgewood Investments
New Jersey
$51.6K +$51.6K +1,075 New
Russell Investments Group
580
Russell Investments Group
United Kingdom
$46.3K +$19.1K +398 +70%
SIS
581
Sound Income Strategies
Florida
$41.6K -$47K -979 -53%
FUBT
582
First United Bank & Trust
Maryland
$40K – – –
FCMT
583
Founders Capital Management (Texas)
Texas
$38.8K – – –
CT
584
Colonial Trust
South Carolina
$38K – – –
1IA
585
1620 Investment Advisors
Massachusetts
$38K +$38K +791 New
SWM
586
Sanctuary Wealth Management
Idaho
$36.5K – – –
SR
587
Summer Road
Florida
$33.2K +$33.2K +692 New
ADL
588
Asset Dedication LLC
California
$32.2K +$29.8K +622 +1,244%
GWM
589
Geneos Wealth Management
Colorado
$29K -$10.6K -220 -27%
GI
590
GS Investments
Minnesota
$28.8K – – –
RTL
591
Red Tortoise LLC
Georgia
$28.8K +$28.8K +600 New
ME
592
McIlrath & Eck
Washington
$28.7K +$9.4K +196 +49%
AIC
593
Archer Investment Corporation
Indiana
$26.1K – – –
CFGS
594
Concourse Financial Group Securities
Alabama
$24.5K +$8.88K +185 +57%
CHC
595
City Holding Co
West Virginia
$24K – – –
CAL
596
Capital Analysts LLC
Pennsylvania
$23K -$14.1K -289 -38%
FMP
597
Financial Management Professionals
Texas
$21K -$6.22K -128 -23%
PCWA
598
Pacific Capital Wealth Advisors
California
$20.7K – – –
LCM
599
Logan Capital Management
Pennsylvania
$19.2K – – –
UB
600
UMB Bank
Missouri
$19.2K – – –
22 23
24
25 26