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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
626
Thompson Investment Management
Wisconsin
$9.1K
DCM
627
Davis Capital Management
Florida
$8.87K +$189 +4 +2%
GJIA
628
Glass Jacobson Investment Advisors
Maryland
$8.06K
FGC
629
Financial Gravity Companies
Texas
$7.92K +$7.95K +168 New
IBOK
630
Independence Bank of Kentucky
Kentucky
$7.54K
BCM
631
Blume Capital Management
California
$7.21K
OC
632
Oakworth Capital
Alabama
$7.07K
AW
633
Avion Wealth
Texas
$7K
VNIM
634
Vaughan Nelson Investment Management
Texas
$7K
MDCM
635
Morgan Dempsey Capital Management
Wisconsin
$6.93K
AAP
636
Arax Advisory Partners
Colorado
$6.03K
SC
637
Steph & Co
Wisconsin
$5.94K +$5.96K +126 New
EWA
638
EverSource Wealth Advisors
Alabama
$5.89K
MSFP
639
Mark Sheptoff Financial Planning
Connecticut
$5.89K +$5.91K +125 New
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.28K +$615 +13 +13%
PCMC
641
Planning Capital Management Corporation
Pennsylvania
$5.18K
AWM
642
Abound Wealth Management
Tennessee
$5.11K +$95 +2 +2%
OC
643
Oarsman Capital
Wisconsin
$4.94K +$4.97K +105 New
CFO
644
CVA Family Office
Colorado
$3.77K
VWM
645
Venturi Wealth Management
Texas
$2.92K
FCA
646
FinTrust Capital Advisors
South Carolina
$2.73K
IHWM
647
Iron Horse Wealth Management
Iowa
$2.45K
S
648
SignatureFD
Georgia
$2.36K
POIA
649
Pin Oak Investment Advisors
Texas
$2K
RWM
650
Reston Wealth Management
Virginia
$1.29K +$1.28K +27 New

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.