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Alerian MLP ETF
AMLP

Overview Fund Activity

728 hedge funds and large institutions have $5.17B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 338 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.89%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
87
Increased
338
Reduced
183
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.5M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
AIM
Allen Investment Management
New York
+$38.5M
4
UBS Group
UBS Group
Switzerland
+$32.2M
5
LPL Financial
LPL Financial
California
+$22.7M

Top Sellers

1
RA
Rational Advisors
New York
-$53.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
4
CGA
Crescent Grove Advisors
Illinois
-$12.9M
5
FFO
Fiduciary Family Office
Florida
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
576
Ausdal Financial Partners
Iowa
$263K +$263K +5,067 New
OWP
577
ORG Wealth Partners
Texas
$259K +$207K +3,969 +404%
SEP
578
Southland Equity Partners
Missouri
$258K – – –
WCP
579
Wealthcare Capital Partners
Pennsylvania
$258K +$831 +16 +0.3%
CW
580
CreativeOne Wealth
Kansas
$257K +$26.2K +504 +11%
CWM
581
Cornerstone Wealth Management
Missouri
$254K +$883 +17 +0.3%
IA
582
IFG Advisory
Georgia
$254K -$4.16K -80 -2%
AWMG
583
ADG Wealth Management Group
Louisiana
$253K +$1.14K +22 +0.5%
GHAM
584
Gilman Hill Asset Management
Connecticut
$253K – – –
PPWP
585
Premier Path Wealth Partners
New Jersey
$251K +$251K +4,825 New
IP
586
Intellectus Partners
California
$248K +$2.39K +46 +1%
BWP
587
Balboa Wealth Partners
Arizona
$247K -$51.9K -1,000 -17%
RCYC
588
Richard C. Young & Co
Rhode Island
$246K +$1.45K +28 +0.6%
SWA
589
SFMG Wealth Advisors
Texas
$245K -$416K -8,012 -63%
VCP
590
Verus Capital Partners
Arizona
$245K -$15.1K -291 -6%
MCWS
591
McKinley Carter Wealth Services
West Virginia
$245K – – –
MC
592
Moors & Cabot
Massachusetts
$244K -$12.8K -246 -5%
HCA
593
Heck Capital Advisors
Wisconsin
$238K +$33.9K +653 +17%
SC
594
SouthState Corp
Florida
$234K +$234K +4,510 New
LWM
595
Lyell Wealth Management
California
$234K – – –
OLA
596
Oliver Luxxe Assets
New Jersey
$234K +$234K +4,500 New
EIA
597
Edgemoor Investment Advisors
Maryland
$231K – – –
Bank of New York Mellon
598
Bank of New York Mellon
New York
$231K +$231K +4,442 New
ACI
599
Alpha Cubed Investments
California
$230K +$3.12K +60 +1%
SG
600
StoneX Group
New York
$229K +$229K +4,417 New
22 23
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