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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
601
Heck Capital Advisors
Wisconsin
$19.1K +$17.8K +370 +1,276%
Kayne Anderson Rudnick Investment Management
602
Kayne Anderson Rudnick Investment Management
California
$19K – – –
MRCM
603
M&R Capital Management
New Jersey
$17.9K – – –
MIM
604
Macroview Investment Management
Maryland
$16K +$335 +7 +2%
CFS
605
CGC Financial Services
Oregon
$15.6K – – –
BC
606
Barrett & Company
Rhode Island
$14.4K – – –
WAG
607
Wiser Advisor Group
Arizona
$12.5K +$287 +6 +2%
GEA
608
Glen Eagle Advisors
New Jersey
$12.3K – – –
BlackRock
609
BlackRock
New York
$12.2K – – –
CJL
610
Cyrus J. Lawrence
New York
$11K – – –
CTB
611
Country Trust Bank
Illinois
$10.6K – – –
AEPWM
612
Atlantic Edge Private Wealth Management
Florida
$9.6K – – –
WOSD
613
WFA of San Diego
California
$9.6K +$9.6K +200 New
GI
614
Gradient Investments
Minnesota
$9.6K +$9.6K +200 New
TIM
615
Thompson Investment Management
Wisconsin
$9.26K – – –
DCM
616
Davis Capital Management
Florida
$8.88K +$145 +3 +2%
MHR
617
Matthew Hamilton Rosenberg
$8.24K -$86.3K -1,791 -91%
CWC
618
Carolinas Wealth Consulting
North Carolina
$8.22K +$191 +4 +2%
GJIA
619
Glass Jacobson Investment Advisors
Maryland
$8.21K – – –
FGAM
620
Financial Gravity Asset Management
Texas
$8.06K -$42.1K -878 -84%
AW
621
Avion Wealth
Texas
$8K -$19K -400 -70%
IBOK
622
Independence Bank of Kentucky
Kentucky
$7.68K – – –
CAS
623
Coppell Advisory Solutions
Texas
$7.44K +$7.44K +155 New
BCM
624
Blume Capital Management
California
$7.34K – – –
OC
625
Oakworth Capital
Alabama
$7.2K – – –
23 24
25
26 27