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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MDCM
626
Morgan Dempsey Capital Management
Wisconsin
$7.05K – – –
VNIM
627
Vaughan Nelson Investment Management
Texas
$7K – – –
AAP
628
Arax Advisory Partners
Colorado
$6.14K – – –
EWA
629
EverSource Wealth Advisors
Alabama
$6.01K – – –
CAM
630
Creekmur Asset Management
Illinois
$5.32K -$93.3K -1,946 -95%
PCMC
631
Planning Capital Management Corporation
Pennsylvania
$5.28K – – –
WIA
632
Wetzel Investment Advisors
Indiana
$5.13K – – –
AWM
633
Abound Wealth Management
Tennessee
$5.1K +$96 +2 +2%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.75K +$4.75K +99 New
FCG
635
Financial Connections Group
California
$4K +$4K +84 New
MTIC
636
Missouri Trust & Investment Company
Missouri
$3.89K – – –
CFO
637
CVA Family Office
Colorado
$3.84K – – –
VWM
638
Venturi Wealth Management
Texas
$2.97K – – –
AF
639
Advisornet Financial
Minnesota
$2.88K – – –
FCA
640
FinTrust Capital Advisors
South Carolina
$2.78K – – –
IHWM
641
Iron Horse Wealth Management
Iowa
$2.5K – – –
S
642
SignatureFD
Georgia
$2.4K – – –
POIA
643
Pin Oak Investment Advisors
Texas
$2K – – –
FRA
644
Front Row Advisors
California
$1.68K – – –
MCM
645
MV Capital Management
Maryland
$864 – – –
LWANC
646
Laurel Wealth Advisors (North Carolina)
North Carolina
$680 +$680 +15 New
Toronto Dominion Bank
647
Toronto Dominion Bank
Ontario, Canada
$96 +$96 +2 New
HCM
648
Hilton Capital Management
New York
– -$17.9M -377,234 Closed
LCWP
649
Legacy Capital Wealth Partners
Arkansas
– -$6.96M -177,838 Closed
MFS
650
Mirabella Financial Services
United Kingdom
– -$4.83M -101,860 Closed
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26
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