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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
BC
701
Barrett & Company
Rhode Island
$15.6K
WAG
702
Wiser Advisor Group
Arizona
$14.3K +$257 +5 +2%
GKIM
703
GW&K Investment Management
Massachusetts
$14K +$13.3K +260 New
GEA
704
Glen Eagle Advisors
New Jersey
$13.6K +$51 +1 +0.4%
APW
705
Aventura Private Wealth
Florida
$12.8K
CJH
706
Christopher J. Hasenberg
Wisconsin
$12.8K
MCM
707
MV Capital Management
Maryland
$11.3K +$10.3K +200 +1,111%
RFA
708
Reyes Financial Architecture
California
$11.2K
BCMLT
709
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.7K
MFT
710
Moisand Fitzgerald Tamayo
Florida
$10.7K
DCM
711
Davis Capital Management
Florida
$10.2K +$205 +4 +2%
SHIM
712
Stone House Investment Management
Pennsylvania
$9.87K +$9.76K +190 New
FGAM
713
Financial Gravity Asset Management
Texas
$8.73K +$8.63K +168 New
IBOK
714
Independence Bank of Kentucky
Kentucky
$8.31K
GJIA
715
Glass Jacobson Investment Advisors
Maryland
$8.24K
CVM
716
Cheviot Value Management
California
$8.17K +$8.83K +172 New
AW
717
Avion Wealth
Texas
$8K
HBW
718
Hazlett, Burt & Watson
West Virginia
$8K +$7.96K +155 New
CCM
719
Coldstream Capital Management
Washington
$7.95K +$7.86K +153 New
BCM
720
Blume Capital Management
California
$7.95K
VNIM
721
Vaughan Nelson Investment Management
Texas
$7K
AAP
722
Arax Advisory Partners
Colorado
$6.65K
EWA
723
EverSource Wealth Advisors
Alabama
$6.49K
AWM
724
Abound Wealth Management
Tennessee
$5.85K +$103 +2 +2%
WWM
725
Wolff Wiese Magana
California
$5.66K +$5.6K +109 New

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.