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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 %
LWM
576
Lyell Wealth Management
California
$217K – – –
AI
577
Atria Investments
North Carolina
$216K -$12.9K -268 -6%
IFWM
578
Institute for Wealth Management
Colorado
$215K +$48 +1 +0%
CW
579
CreativeOne Wealth
Kansas
$214K +$214K +4,452 New
EIA
580
Edgemoor Investment Advisors
Maryland
$214K +$214K +4,450 New
Fisher Asset Management
581
Fisher Asset Management
Washington
$211K +$211K +4,388 New
CSA
582
Cornerstone Select Advisors
Missouri
$211K +$211K +4,375 New
ACI
583
Alpha Cubed Investments
California
$210K +$2.26K +47 +1%
CFA
584
Cahill Financial Advisors
Minnesota
$210K +$210K +4,361 New
PHAM
585
Palisades Hudson Asset Management
Florida
$209K +$4.05K +84 +2%
SC
586
Searle & Co
Connecticut
$209K +$209K +4,337 New
DA
587
Dover Advisors
Virginia
$207K +$207K +4,300 New
DWP
588
Destiny Wealth Partners
Florida
$206K +$206K +4,285 New
MMA
589
Miracle Mile Advisors
California
$205K +$205K +4,262 New
TBT
590
Texas Bank & Trust
Texas
$202K +$202K +4,190 New
WLPWM
591
Walled Lake Planning & Wealth Management
Illinois
$202K -$22.4K -465 -10%
IWA
592
Icon Wealth Advisors
Texas
$193K +$7.32K +152 +4%
RF
593
Roxbury Financial
New Jersey
$192K +$192K +3,745 New
PB
594
Pinnacle Bancorp
Nebraska
$192K +$55.6K +1,155 +41%
HCA
595
Heck Capital Advisors
Wisconsin
$190K +$164K +3,411 +650%
LFG
596
Larson Financial Group
Missouri
$185K -$86.7K -1,800 -32%
T
597
Transce3nd
Texas
$179K +$179K +3,642 New
TWC
598
TD Waterhouse Canada
Ontario, Canada
$175K +$16.7K +358 +11%
AWM
599
AE Wealth Management
Kansas
$163K +$163K +3,376 New
NFSG
600
Newbridge Financial Services Group
Florida
$161K -$23.3K -483 -13%
22 23
24
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