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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Blume Capital Management
California
$7.34K
OC
627
Oakworth Capital
Alabama
$7.2K
MDCM
628
Morgan Dempsey Capital Management
Wisconsin
$7.05K
VNIM
629
Vaughan Nelson Investment Management
Texas
$7K
AAP
630
Arax Advisory Partners
Colorado
$6.14K
EWA
631
EverSource Wealth Advisors
Alabama
$6.01K
CAM
632
Creekmur Asset Management
Illinois
$5.32K -$90.9K -1,946 -95%
PCMC
633
Planning Capital Management Corporation
Pennsylvania
$5.28K
WIA
634
Wetzel Investment Advisors
Indiana
$5.13K
AWM
635
Abound Wealth Management
Tennessee
$5.1K +$93 +2 +2%
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.75K +$4.63K +99 New
FCG
637
Financial Connections Group
California
$4K +$3.92K +84 New
MTIC
638
Missouri Trust & Investment Company
Missouri
$3.89K
CFO
639
CVA Family Office
Colorado
$3.84K
VWM
640
Venturi Wealth Management
Texas
$2.97K
AF
641
Advisornet Financial
Minnesota
$2.88K
FCA
642
FinTrust Capital Advisors
South Carolina
$2.78K
IHWM
643
Iron Horse Wealth Management
Iowa
$2.5K
S
644
SignatureFD
Georgia
$2.4K
POIA
645
Pin Oak Investment Advisors
Texas
$2K
FRA
646
Front Row Advisors
California
$1.68K
MCM
647
MV Capital Management
Maryland
$864
LWANC
648
Laurel Wealth Advisors (North Carolina)
North Carolina
$680 +$701 +15 New
Toronto Dominion Bank
649
Toronto Dominion Bank
Ontario, Canada
$96 +$93 +2 New
HCM
650
Hilton Capital Management
New York
-$17.9M -377,234 Closed

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.