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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tectonic Advisors
Texas
$10.9M +$290K +6,463 +3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$10.9M -$7.44M -165,595 -42%
WA
53
Wealth Alliance
New York
$10.1M +$1.13M +25,219 +13%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$10.1M +$8.12M +180,657 +566%
FTS
55
Fifth Third Securities
Ohio
$10.1M -$1.29M -28,651 -12%
VCM
56
Violich Capital Management
California
$9.99M +$5.02M +111,655 +113%
CAN
57
Cetera Advisor Networks
California
$9.76M +$1.13M +25,060 +14%
PAIM
58
Punch & Associates Investment Management
Minnesota
$9.41M -$1.14M -25,427 -11%
SWC
59
Spectrum Wealth Counsel
Indiana
$9.4M -$3.19K -71 -0%
RAM
60
Riggs Asset Management
Pennsylvania
$9.26M +$129K +2,880 +1%
NAS
61
Nicolet Advisory Services
Wisconsin
$8.93M +$25.2K +560 +0.3%
CA
62
Cetera Advisors
Colorado
$8.81M +$2.39M +53,109 +40%
SPC
63
Spirepoint Private Client
Florida
$8.74M +$8.27M +184,128 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$8.54M -$711K -15,817 -8%
PA
65
PFG Advisors
Arizona
$8.48M -$1.09M -24,196 -12%
NSIM
66
North Star Investment Management
Illinois
$8.47M +$3.81M +84,843 +91%
PAG
67
Private Advisor Group
New Jersey
$8.35M +$282K +6,267 +4%
MC
68
Muhlenkamp & Co
Pennsylvania
$8.28M
BIM
69
Bullseye Investment Management
Ohio
$8.27M -$105K -2,339 -1%
SAM
70
Shikiar Asset Management
New York
$7.67M +$370K +8,235 +5%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$7.64M +$4.79M +106,670 +196%
ECM
72
Elgethun Capital Management
South Dakota
$7.58M -$49.3K -1,098 -0.7%
LHWM
73
Lake Hills Wealth Management
Texas
$7.57M -$617K -13,741 -8%
ECM
74
Evergreen Capital Management
Washington
$7.53M -$1.35M -30,000 -16%
MCM
75
McKinley Capital Management
Alaska
$7.5M -$26.9K -598 -0.4%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.