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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
601
Sound Income Strategies
Florida
$21.4K -$19.5K -413 -48%
FMP
602
Financial Management Professionals
Texas
$21K +$426 +9 +2%
PCWA
603
Pacific Capital Wealth Advisors
California
$20.3K
LCM
604
Logan Capital Management
Pennsylvania
$18.9K
UB
605
UMB Bank
Missouri
$18.9K
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$18.7K
MCA
607
Maryland Capital Advisors
Maryland
$18.7K +$18.7K +396 New
PFBT
608
Parkside Financial Bank & Trust
Missouri
$18.6K +$18.7K +395 New
SHF
609
Safe Harbor Fiduciary
Florida
$18.2K +$18.3K +387 New
MRCM
610
M&R Capital Management
New Jersey
$17.6K
CFS
611
CGC Financial Services
Oregon
$16.4K +$1.04K +22 +7%
MIM
612
Macroview Investment Management
Maryland
$16K +$331 +7 +2%
CFGS
613
Concourse Financial Group Securities
Alabama
$15.4K -$8.75K -185 -36%
AF
614
Advisornet Financial
Minnesota
$14.7K +$11.9K +251 +418%
BC
615
Barrett & Company
Rhode Island
$14.1K
GEA
616
Glen Eagle Advisors
New Jersey
$13.2K +$1.09K +23 +9%
WAG
617
Wiser Advisor Group
Arizona
$12.5K +$236 +5 +2%
FWM
618
FSA Wealth Management
Massachusetts
$12.3K +$12.3K +260 New
CJH
619
Christopher J. Hasenberg
Wisconsin
$11.5K +$11.6K +245 New
CJL
620
Cyrus J. Lawrence
New York
$11K
CTB
621
Country Trust Bank
Illinois
$10.4K
BCMLT
622
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.71K +$9.74K +206 New
MFT
623
Moisand Fitzgerald Tamayo
Florida
$9.71K +$9.74K +206 New
AEPWM
624
Atlantic Edge Private Wealth Management
Florida
$9.43K
WOSD
625
WFA of San Diego
California
$9.43K

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.