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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
576
Long Run Wealth Advisors
New York
$272K +$4.11K +80 +2%
CB
577
Cadence Bank
Mississippi
$270K +$267K +5,191 New
MAG
578
Mayfair Advisory Group
Alabama
$266K -$15.3K -298 -5%
SWM
579
Spire Wealth Management
Virginia
$266K +$3.44K +67 +1%
JLBC
580
J.L. Bainbridge & Co
Florida
$265K
AFP
581
Ausdal Financial Partners
Iowa
$263K +$260K +5,067 New
OWP
582
ORG Wealth Partners
Texas
$259K +$204K +3,969 +404%
SEP
583
Southland Equity Partners
Missouri
$258K
WCP
584
Wealthcare Capital Partners
Pennsylvania
$258K +$821 +16 +0.3%
CW
585
CreativeOne Wealth
Kansas
$257K +$25.9K +504 +11%
CWM
586
Cornerstone Wealth Management
Missouri
$254K +$873 +17 +0.3%
IA
587
IFG Advisory
Georgia
$254K -$4.11K -80 -2%
AWMG
588
ADG Wealth Management Group
Louisiana
$253K +$1.13K +22 +0.5%
GHAM
589
Gilman Hill Asset Management
Connecticut
$253K
PPWP
590
Premier Path Wealth Partners
New Jersey
$251K +$248K +4,825 New
IP
591
Intellectus Partners
California
$248K +$2.36K +46 +1%
BWP
592
Balboa Wealth Partners
Arizona
$247K -$51.3K -1,000 -17%
RCYC
593
Richard C. Young & Co
Rhode Island
$246K +$1.44K +28 +0.6%
SWA
594
SFMG Wealth Advisors
Texas
$245K -$411K -8,012 -63%
VCP
595
Verus Capital Partners
Arizona
$245K -$14.9K -291 -6%
MCWS
596
McKinley Carter Wealth Services
West Virginia
$245K
MC
597
Moors & Cabot
Massachusetts
$244K -$12.6K -246 -5%
HCA
598
Heck Capital Advisors
Wisconsin
$238K +$33.5K +653 +17%
SC
599
SouthState Corp
Florida
$234K +$232K +4,510 New
LWM
600
Lyell Wealth Management
California
$234K

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.