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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
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
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
626
Davis Capital Management
Florida
$8.87K +$189 +4 +2%
GJIA
627
Glass Jacobson Investment Advisors
Maryland
$8.06K – – –
FGC
628
Financial Gravity Companies
Texas
$7.92K +$7.92K +168 New
IBOK
629
Independence Bank of Kentucky
Kentucky
$7.54K – – –
BCM
630
Blume Capital Management
California
$7.21K – – –
OC
631
Oakworth Capital
Alabama
$7.07K – – –
AW
632
Avion Wealth
Texas
$7K – – –
VNIM
633
Vaughan Nelson Investment Management
Texas
$7K – – –
MDCM
634
Morgan Dempsey Capital Management
Wisconsin
$6.93K – – –
AAP
635
Arax Advisory Partners
Colorado
$6.03K – – –
SC
636
Steph & Co
Wisconsin
$5.94K +$5.94K +126 New
EWA
637
EverSource Wealth Advisors
Alabama
$5.89K – – –
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$5.89K +$5.89K +125 New
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.28K +$613 +13 +13%
PCMC
640
Planning Capital Management Corporation
Pennsylvania
$5.19K – – –
AWM
641
Abound Wealth Management
Tennessee
$5.11K +$95 +2 +2%
OC
642
Oarsman Capital
Wisconsin
$4.94K +$4.94K +105 New
CFO
643
CVA Family Office
Colorado
$3.77K – – –
VWM
644
Venturi Wealth Management
Texas
$2.92K – – –
FCA
645
FinTrust Capital Advisors
South Carolina
$2.73K – – –
IHWM
646
Iron Horse Wealth Management
Iowa
$2.45K – – –
S
647
SignatureFD
Georgia
$2.36K – – –
POIA
648
Pin Oak Investment Advisors
Texas
$2K – – –
RWM
649
Reston Wealth Management
Virginia
$1.29K +$1.29K +27 New
LFA
650
LGT Financial Advisors
Texas
$1.19K -$103K -2,163 -99%
24 25
26
27 28