We are live on ! Find out more
AMLP icon

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
CSC
676
Caldwell Sutter Capital
California
$17.6K -$34.7K -721 -66%
CFGS
677
Concourse Financial Group Securities
Alabama
$16.9K
CFS
678
CGC Financial Services
Oregon
$15.7K -$1.06K -22 -6%
MWM
679
Mascoma Wealth Management
New Hampshire
$15.2K +$15.1K +315 New
BC
680
Barrett & Company
Rhode Island
$14.4K
LDB
681
Lee, Danner & Bass
Tennessee
$14K +$13.9K +290 New
WAG
682
Wiser Advisor Group
Arizona
$13K +$240 +5 +2%
GEA
683
Glen Eagle Advisors
New Jersey
$12.5K -$961 -20 -7%
FWM
684
FSA Wealth Management
Massachusetts
$12.5K
APW
685
Aventura Private Wealth
Florida
$11.9K +$11.9K +247 New
CJH
686
Christopher J. Hasenberg
Wisconsin
$11.8K
CJL
687
Cyrus J. Lawrence
New York
$11K
CTB
688
Country Trust Bank
Illinois
$10.6K
RFA
689
Reyes Financial Architecture
California
$10.4K +$10.4K +216 New
BCMLT
690
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.92K
MFT
691
Moisand Fitzgerald Tamayo
Florida
$9.92K
KPP
692
Kings Path Partners
Texas
$9.63K +$9.61K +200 New
DCM
693
Davis Capital Management
Florida
$9.24K +$192 +4 +2%
TRCT
694
Tower Research Capital (TRC)
New York
$8.67K +$8.65K +180 New
GJIA
695
Glass Jacobson Investment Advisors
Maryland
$8.24K
FGC
696
Financial Gravity Companies
Texas
$8.09K
AW
697
Avion Wealth
Texas
$8K
IBOK
698
Independence Bank of Kentucky
Kentucky
$7.71K
BCM
699
Blume Capital Management
California
$7.37K
VNIM
700
Vaughan Nelson Investment Management
Texas
$7K

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.