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Alerian MLP ETF
AMLP

Overview Fund Activity

715 hedge funds and large institutions have $4.59B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 314 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+63
Holders Change %
+9.66%
% of All Funds
9.52%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
111
Increased
314
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$683M
2
Bank of America
Bank of America
North Carolina
$397M
3
Wells Fargo
Wells Fargo
California
$303M
4
AIM
Allen Investment Management
New York
$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.1M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$352M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
651
Hurley Capital
New York
$32.1K +$32.1K +658 New
MSFP
652
Mark Sheptoff Financial Planning
Connecticut
$30.1K +$24.1K +500 +400%
GI
653
GS Investments
Minnesota
$28.9K – – –
RTL
654
Red Tortoise LLC
Georgia
$28.9K – – –
ME
655
McIlrath & Eck
Washington
$28.8K -$6.26K -130 -18%
AIC
656
Archer Investment Corporation
Indiana
$26.2K – – –
FA
657
Fedenia Advisers
Wisconsin
$24.1K +$24.1K +500 New
RIL
658
Rothschild Investment LLC
Illinois
$24.1K +$24.1K +500 New
SSG
659
Summit Securities Group
New York
$24.1K +$24.1K +500 New
Bank Julius Baer & Co
660
Bank Julius Baer & Co
Switzerland
$24.1K +$24.1K +453 New
CHC
661
City Holding Co
West Virginia
$24.1K – – –
SIS
662
Sound Income Strategies
Florida
$23.8K +$1.93K +40 +9%
FMP
663
Financial Management Professionals
Texas
$21.7K +$433 +9 +2%
PSFG
664
Park Square Financial Group
Georgia
$21K +$21K +437 New
FS
665
Financially Speaking
Colorado
$20.6K +$20.6K +428 New
FP
666
Financial Perspectives
Minnesota
$19.6K +$19.6K +408 New
UB
667
UMB Bank
Missouri
$19.3K – – –
LCM
668
Logan Capital Management
Pennsylvania
$19.3K – – –
SAM
669
Smartleaf Asset Management
Massachusetts
$19.2K +$19.2K +400 New
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$19.2K – – –
PFBT
671
Parkside Financial Bank & Trust
Missouri
$19K – – –
PCWA
672
Pacific Capital Wealth Advisors
California
$17.7K -$3.08K -64 -15%
CSC
673
Caldwell Sutter Capital
California
$17.6K -$34.7K -721 -66%
CFGS
674
Concourse Financial Group Securities
Alabama
$16.9K – – –
CFS
675
CGC Financial Services
Oregon
$15.7K -$1.06K -22 -6%
25 26
27
28 29