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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
601
Financial Management Professionals
Texas
$21K +$429 +9 +2%
PCWA
602
Pacific Capital Wealth Advisors
California
$20.3K – – –
UB
603
UMB Bank
Missouri
$18.9K – – –
LCM
604
Logan Capital Management
Pennsylvania
$18.9K – – –
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$18.7K – – –
MCA
606
Maryland Capital Advisors
Maryland
$18.7K +$18.7K +396 New
PFBT
607
Parkside Financial Bank & Trust
Missouri
$18.6K +$18.6K +395 New
SHF
608
Safe Harbor Fiduciary
Florida
$18.2K +$18.2K +387 New
MRCM
609
M&R Capital Management
New Jersey
$17.6K – – –
CFS
610
CGC Financial Services
Oregon
$16.4K +$1.04K +22 +7%
MIM
611
Macroview Investment Management
Maryland
$16K +$330 +7 +2%
CFGS
612
Concourse Financial Group Securities
Alabama
$15.4K -$8.72K -185 -36%
AF
613
Advisornet Financial
Minnesota
$14.7K +$11.8K +251 +418%
BC
614
Barrett & Company
Rhode Island
$14.1K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$13.2K +$1.08K +23 +9%
WAG
616
Wiser Advisor Group
Arizona
$12.5K +$235 +5 +2%
FWM
617
FSA Wealth Management
Massachusetts
$12.3K +$12.3K +260 New
CJH
618
Christopher J. Hasenberg
Wisconsin
$11.5K +$11.5K +245 New
CJL
619
Cyrus J. Lawrence
New York
$11K – – –
CTB
620
Country Trust Bank
Illinois
$10.4K – – –
MFT
621
Moisand Fitzgerald Tamayo
Florida
$9.71K +$9.71K +206 New
BCMLT
622
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.71K +$9.71K +206 New
AEPWM
623
Atlantic Edge Private Wealth Management
Florida
$9.43K – – –
WOSD
624
WFA of San Diego
California
$9.43K – – –
TIM
625
Thompson Investment Management
Wisconsin
$9.1K – – –
23 24
25
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