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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
TF
676
Trek Financial
Arizona
-$269K -5,616 Closed
IA
677
IFG Advisory
Georgia
-$239K -4,973 Closed
DDC
678
DF Dent & Co
Maryland
-$221K -4,598 Closed
CW
679
CreativeOne Wealth
Kansas
-$216K -4,510 Closed
PPWP
680
Premier Path Wealth Partners
New Jersey
-$208K -4,338 Closed
FIM
681
Freedom Investment Management
Connecticut
-$208K -4,335 Closed
EWA
682
Exencial Wealth Advisors
Oklahoma
-$205K -4,269 Closed
QWM
683
Quadcap Wealth Management
Texas
-$205K -4,262 Closed
WA
684
WP Advisors
California
-$203K -4,227 Closed
RIA
685
Realta Investment Advisors
Delaware
-$162K -3,384 Closed
SP
686
SWS Partners
Ohio
-$74.1K -1,544 Closed
RI
687
Ridgewood Investments
New Jersey
-$51.6K -1,075 Closed
GI
688
Gradient Investments
Minnesota
-$9.6K -200 Closed
CWC
689
Carolinas Wealth Consulting
North Carolina
-$8.22K -172 Closed
CAS
690
Coppell Advisory Solutions
Texas
-$7.44K -155 Closed
WIA
691
Wetzel Investment Advisors
Indiana
-$5.13K -108 Closed
FCG
692
Financial Connections Group
California
-$4K -84 Closed
MTIC
693
Missouri Trust & Investment Company
Missouri
-$3.89K -81 Closed
FRA
694
Front Row Advisors
California
-$1.68K -35 Closed
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
-$680 -15 Closed
Toronto Dominion Bank
696
Toronto Dominion Bank
Ontario, Canada
-$96 -2 Closed

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.