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Alerian MLP ETF
AMLP

Overview Fund Activity

728 hedge funds and large institutions have $5.17B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 338 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.89%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
87
Increased
338
Reduced
183
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.5M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
AIM
Allen Investment Management
New York
+$38.5M
4
UBS Group
UBS Group
Switzerland
+$32.2M
5
LPL Financial
LPL Financial
California
+$22.7M

Top Sellers

1
RA
Rational Advisors
New York
-$53.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
4
CGA
Crescent Grove Advisors
Illinois
-$12.9M
5
FFO
Fiduciary Family Office
Florida
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
601
Palisades Hudson Asset Management
Florida
$229K +$4.2K +81 +2%
CSA
602
Cornerstone Select Advisors
Missouri
$227K – – –
SC
603
Searle & Co
Connecticut
$225K – – –
TWC
604
TD Waterhouse Canada
Ontario, Canada
$225K +$36K +716 +19%
MCC
605
Money Concepts Capital
Florida
$224K +$224K +4,319 New
CCA
606
Cadent Capital Advisors
Oklahoma
$222K +$222K +4,279 New
WLPWM
607
Walled Lake Planning & Wealth Management
Illinois
$217K – – –
DWP
608
Destiny Wealth Partners
Florida
$216K -$6.49K -125 -3%
RRWA
609
Rainey & Randall Wealth Advisors
Florida
$213K +$213K +4,096 New
DIA
610
Dana Investment Advisors
Wisconsin
$210K +$210K +4,044 New
EA
611
Everpar Advisors
Oklahoma
$210K +$210K +4,036 New
IWA
612
Icon Wealth Advisors
Texas
$207K -$675 -13 -0.3%
PB
613
Pinnacle Bancorp
Nebraska
$207K – – –
AAS
614
Annex Advisory Services
Wisconsin
$205K +$205K +3,950 New
FWP
615
Firethorn Wealth Partners
Georgia
$202K +$202K +3,896 New
KWM
616
Kingsman Wealth Management
Florida
$200K +$200K +3,852 New
LFG
617
Larson Financial Group
Missouri
$199K – – –
RF
618
Roxbury Financial
New Jersey
$194K +$52 +1 +0%
GWM
619
Geneos Wealth Management
Colorado
$194K +$113K +2,170 +138%
LC
620
Lindbrook Capital
California
$192K -$61K -1,175 -24%
AWM
621
AE Wealth Management
Kansas
$188K +$12.8K +246 +7%
FF
622
Friedenthal Financial
New Jersey
$182K +$118K +2,268 +183%
WSC
623
Wellington Shields & Co
New York
$175K +$18K +347 +11%
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$163K – – –
WT
625
Whittier Trust
California
$156K +$2.6K +50 +2%
23 24
25
26 27