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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Atticus Wealth Management
Florida
$39.3K -$62K -1,208 -61%
CWM
677
Copia Wealth Management
Oregon
$38.3K +$37.8K +737 New
ADL
678
Asset Dedication LLC
California
$34.9K
SIS
679
Sound Income Strategies
Florida
$33.8K +$8.01K +156 +32%
GI
680
GS Investments
Minnesota
$31.2K
ME
681
McIlrath & Eck
Washington
$31.1K
HT
682
Headlands Technologies
Illinois
$31K +$30.6K +596 New
1IA
683
1620 Investment Advisors
Massachusetts
$30.7K -$10.3K -200 -25%
AIC
684
Archer Investment Corporation
Indiana
$28.2K
RIL
685
Rothschild Investment LLC
Illinois
$26K
CHC
686
City Holding Co
West Virginia
$26K
IHWM
687
Iron Horse Wealth Management
Iowa
$24K +$21.1K +411 +790%
FMP
688
Financial Management Professionals
Texas
$23.8K +$411 +8 +2%
MSFP
689
Mark Sheptoff Financial Planning
Connecticut
$22.1K -$10.3K -200 -32%
PSFG
690
Park Square Financial Group
Georgia
$21.6K -$1.03K -20 -5%
FP
691
Financial Perspectives
Minnesota
$21.2K
SAM
692
Smartleaf Asset Management
Massachusetts
$20.8K
LCM
693
Logan Capital Management
Pennsylvania
$20.8K
MAFA
694
MJT & Associates Financial Advisory
Minnesota
$20.8K +$20.5K +400 New
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$20.6K
PFBT
696
Parkside Financial Bank & Trust
Missouri
$20.5K
PWA
697
Principia Wealth Advisory
Texas
$19.2K -$19.4K -378 -48%
CSC
698
Caldwell Sutter Capital
California
$18.5K -$462 -9 -2%
GSWM
699
Golden State Wealth Management
California
$17K +$16.8K +327 New
CFS
700
CGC Financial Services
Oregon
$16.9K

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.