AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
576
Citizens National Bank Trust Department
Mississippi
$59.4K – – –
CA
577
CoreCap Advisors
Michigan
$58.5K -$252K -5,337 -81%
FF
578
Friedenthal Financial
New Jersey
$58.5K -$2.12K -45 -3%
TSMHT
579
Thurston Springer Miller Herd & Titak
Indiana
$52.8K – – –
CSC
580
Caldwell Sutter Capital
California
$51.2K -$2.36K -50 -4%
OIA
581
Optimum Investment Advisors
Illinois
$47.1K -$18.9K -400 -29%
Russell Investments Group
582
Russell Investments Group
United Kingdom
$42.5K -$2.97K -63 -7%
OWP
583
ORG Wealth Partners
Texas
$41K +$41K +869 New
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$40.4K +$40.4K +858 New
FUBT
585
First United Bank & Trust
Maryland
$39.3K – – –
FCMT
586
Founders Capital Management (Texas)
Texas
$38.1K – – –
1IA
587
1620 Investment Advisors
Massachusetts
$37.3K – – –
CT
588
Colonial Trust
South Carolina
$37.3K – – –
SWM
589
Sanctuary Wealth Management
Idaho
$35.8K – – –
ME
590
McIlrath & Eck
Washington
$34.4K +$6.13K +130 +22%
ADL
591
Asset Dedication LLC
California
$31.7K – – –
GWM
592
Geneos Wealth Management
Colorado
$28.5K – – –
GI
593
GS Investments
Minnesota
$28.3K – – –
RTL
594
Red Tortoise LLC
Georgia
$28.3K – – –
ATS
595
Ashton Thomas Securities
New York
$28K +$28K +595 New
AIC
596
Archer Investment Corporation
Indiana
$25.6K – – –
HCA
597
Heck Capital Advisors
Wisconsin
$24.7K +$5.94K +126 +32%
CHC
598
City Holding Co
West Virginia
$23.6K – – –
CAL
599
Capital Analysts LLC
Pennsylvania
$22K – – –
SIS
600
Sound Income Strategies
Florida
$21.4K -$19.5K -413 -48%
22 23
24
25 26