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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$12.2K
WAG
602
Wiser Advisor Group
Arizona
$12.1K +$11.5K +255 New
BlackRock
603
BlackRock
New York
$12.1K
LF
604
LifeSteps Financial
California
$11.4K +$10.8K +241 New
RTC
605
Riverview Trust Company
Washington
$11.4K +$10.8K +240 New
CJL
606
Cyrus J. Lawrence
New York
$11K +$11K +245 New
CTB
607
Country Trust Bank
Illinois
$10.4K +$9.88K +220 New
AEPWM
608
Atlantic Edge Private Wealth Management
Florida
$9.49K
TIM
609
Thompson Investment Management
Wisconsin
$9.16K
DCM
610
Davis Capital Management
Florida
$8.58K +$180 +4 +2%
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$8.12K
CWC
612
Carolinas Wealth Consulting
North Carolina
$7.97K +$135 +3 +2%
IBOK
613
Independence Bank of Kentucky
Kentucky
$7.59K
BCM
614
Blume Capital Management
California
$7.26K
OC
615
Oakworth Capital
Alabama
$7.12K -$4.94K -110 -42%
VNIM
616
Vaughan Nelson Investment Management
Texas
$7K
MDCM
617
Morgan Dempsey Capital Management
Wisconsin
$6.98K
AAP
618
Arax Advisory Partners
Colorado
$6.08K
EWA
619
EverSource Wealth Advisors
Alabama
$5.86K +$5.62K +125 New
PCMC
620
Planning Capital Management Corporation
Pennsylvania
$5.22K -$17.2K -383 -78%
CA
621
Crewe Advisors
Utah
$5.17K +$4.9K +109 New
WIA
622
Wetzel Investment Advisors
Indiana
$5.01K
AWM
623
Abound Wealth Management
Tennessee
$4.94K +$90 +2 +2%
KLWA
624
Kelly Lawrence W & Associates
California
$4.75K
DJSG
625
D.J. St. Germain
Massachusetts
$3.94K

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.