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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Sanctuary Wealth Management
Idaho
$36.6K
FHA
652
First Horizon Advisors
Tennessee
$35.9K -$131K -2,716 -78%
ADL
653
Asset Dedication LLC
California
$32.4K
HC
654
Hurley Capital
New York
$32.1K +$31.6K +658 New
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$30.1K +$24K +500 +400%
GI
656
GS Investments
Minnesota
$28.9K
RTL
657
Red Tortoise LLC
Georgia
$28.9K
ME
658
McIlrath & Eck
Washington
$28.8K -$6.25K -130 -18%
AIC
659
Archer Investment Corporation
Indiana
$26.2K
FA
660
Fedenia Advisers
Wisconsin
$24.1K +$24K +500 New
RIL
661
Rothschild Investment LLC
Illinois
$24.1K +$24K +500 New
SSG
662
Summit Securities Group
New York
$24.1K +$24K +500 New
Bank Julius Baer & Co
663
Bank Julius Baer & Co
Switzerland
$24.1K +$21.8K +453 New
CHC
664
City Holding Co
West Virginia
$24.1K
SIS
665
Sound Income Strategies
Florida
$23.8K +$1.92K +40 +9%
FMP
666
Financial Management Professionals
Texas
$21.7K +$433 +9 +2%
PSFG
667
Park Square Financial Group
Georgia
$21K +$21K +437 New
FS
668
Financially Speaking
Colorado
$20.6K +$20.6K +428 New
FP
669
Financial Perspectives
Minnesota
$19.6K +$19.6K +408 New
LCM
670
Logan Capital Management
Pennsylvania
$19.3K
UB
671
UMB Bank
Missouri
$19.3K
SAM
672
Smartleaf Asset Management
Massachusetts
$19.2K +$19.2K +400 New
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$19.2K
PFBT
674
Parkside Financial Bank & Trust
Missouri
$19K
PCWA
675
Pacific Capital Wealth Advisors
California
$17.7K -$3.08K -64 -15%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.