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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
601
TD Waterhouse Canada
Ontario, Canada
$175K +$17.2K +358 +11%
AWM
602
AE Wealth Management
Kansas
$163K +$162K +3,376 New
NFSG
603
Newbridge Financial Services Group
Florida
$161K -$23.2K -483 -13%
MA
604
Montag & Associates
Georgia
$153K +$1.63K +34 +1%
HWA
605
HHM Wealth Advisors
Tennessee
$152K
Fifth Third Bancorp
606
Fifth Third Bancorp
Ohio
$151K
WSC
607
Wellington Shields & Co
New York
$145K
RBC
608
Rye Brook Capital
Connecticut
$144K
FIA
609
FNY Investment Advisers
New York
$144K +$144K +3,000 New
AT
610
Arlington Trust
Alabama
$142K
WT
611
Whittier Trust
California
$142K +$2.45K +51 +2%
HNB
612
Hilltop National Bank
Wyoming
$135K
BPAMU
613
BTG Pactual Asset Management US
New York
$125K +$130K +2,709 +23%
EWP
614
Elevation Wealth Partners
California
$109K +$2.02K +42 +2%
PA
615
PSI Advisors
Florida
$101K -$4.76K -99 -5%
MLA
616
MB, Levis & Associates
Pennsylvania
$99.3K +$1.92K +40 +2%
VWM
617
Venturi Wealth Management
Texas
$97.4K +$94.2K +1,960 +3,161%
PGAM
618
Princeton Global Asset Management
New Jersey
$96.3K
ZB
619
Zions Bancorporation
Utah
$96.3K
AWM
620
Atticus Wealth Management
Florida
$94.6K +$385 +8 +0.4%
CTC
621
Central Trust Company
Missouri
$93.6K -$9.61K -200 -9%
AFG
622
Albion Financial Group
Utah
$93.4K
KSWA
623
Kathleen S. Wright Associates
Pennsylvania
$87.2K +$12.7K +264 +17%
EB
624
Eastern Bank
Massachusetts
$82.8K
TSMHT
625
Thurston Springer Miller Herd & Titak
Indiana
$82.8K +$28.8K +600 +54%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.