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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
SCI
576
Stableford Capital II
Arizona
$225K
LW
577
Lauer Wealth
Indiana
$219K
PCMC
578
Private Capital Management (Colorado)
Colorado
$217K -$19.7K -410 -8%
LWM
579
Lyell Wealth Management
California
$217K
AI
580
Atria Investments
North Carolina
$216K -$12.9K -268 -6%
IFWM
581
Institute for Wealth Management
Colorado
$215K +$48 +1 +0%
CW
582
CreativeOne Wealth
Kansas
$214K +$214K +4,452 New
EIA
583
Edgemoor Investment Advisors
Maryland
$214K +$214K +4,450 New
Fisher Asset Management
584
Fisher Asset Management
Washington
$211K +$211K +4,388 New
CSA
585
Cornerstone Select Advisors
Missouri
$211K +$210K +4,375 New
ACI
586
Alpha Cubed Investments
California
$210K +$2.26K +47 +1%
CFA
587
Cahill Financial Advisors
Minnesota
$210K +$210K +4,361 New
PHAM
588
Palisades Hudson Asset Management
Florida
$209K +$4.04K +84 +2%
SC
589
Searle & Co
Connecticut
$209K +$208K +4,337 New
DA
590
Dover Advisors
Virginia
$207K +$207K +4,300 New
DWP
591
Destiny Wealth Partners
Florida
$206K +$206K +4,285 New
MMA
592
Miracle Mile Advisors
California
$205K +$205K +4,262 New
TBT
593
Texas Bank & Trust
Texas
$202K +$201K +4,190 New
WLPWM
594
Walled Lake Planning & Wealth Management
Illinois
$202K -$22.4K -465 -10%
IWA
595
Icon Wealth Advisors
Texas
$193K +$7.31K +152 +4%
RF
596
Roxbury Financial
New Jersey
$192K +$180K +3,745 New
PB
597
Pinnacle Bancorp
Nebraska
$192K +$55.5K +1,155 +41%
HCA
598
Heck Capital Advisors
Wisconsin
$190K +$164K +3,411 +650%
LFG
599
Larson Financial Group
Missouri
$185K -$86.5K -1,800 -32%
T
600
Transce3nd
Texas
$179K +$175K +3,642 New

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.