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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.

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

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$122M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
5
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
676
DF Dent & Co
Maryland
– -$221K -4,598 Closed
CW
677
CreativeOne Wealth
Kansas
– -$216K -4,510 Closed
PPWP
678
Premier Path Wealth Partners
New Jersey
– -$208K -4,338 Closed
FIM
679
Freedom Investment Management
Connecticut
– -$208K -4,335 Closed
EWA
680
Exencial Wealth Advisors
Oklahoma
– -$205K -4,269 Closed
QWM
681
Quadcap Wealth Management
Texas
– -$205K -4,262 Closed
WA
682
WP Advisors
California
– -$203K -4,227 Closed
RIA
683
Realta Investment Advisors
Delaware
– -$162K -3,384 Closed
SP
684
SWS Partners
Ohio
– -$74.1K -1,544 Closed
RI
685
Ridgewood Investments
New Jersey
– -$51.6K -1,075 Closed
GI
686
Gradient Investments
Minnesota
– -$9.6K -200 Closed
CWC
687
Carolinas Wealth Consulting
North Carolina
– -$8.22K -172 Closed
CAS
688
Coppell Advisory Solutions
Texas
– -$7.44K -155 Closed
WIA
689
Wetzel Investment Advisors
Indiana
– -$5.13K -108 Closed
FCG
690
Financial Connections Group
California
– -$4K -84 Closed
MTIC
691
Missouri Trust & Investment Company
Missouri
– -$3.89K -81 Closed
FRA
692
Front Row Advisors
California
– -$1.68K -35 Closed
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$680 -15 Closed
Toronto Dominion Bank
694
Toronto Dominion Bank
Ontario, Canada
– -$96 -2 Closed
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