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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$11.2M +$65.8K +1,371 +0.6%
TA
52
Tectonic Advisors
Texas
$11.1M +$9.45K +197 +0.1%
FFG
53
Fortem Financial Group
California
$11.1M -$83.9K -1,748 -0.8%
WA
54
Wealth Alliance
New York
$11M +$795K +16,579 +8%
NHFG
55
New Harbor Financial Group
Massachusetts
$10.9M +$10.9M +226,431 New
VCM
56
Violich Capital Management
California
$10.6M +$526K +10,965 +5%
VF
57
Virtu Financial
New York
$9.8M +$9.8M +204,327 New
NAS
58
Nicolet Advisory Services
Wisconsin
$9.76M +$683K +14,193 +8%
RAM
59
Riggs Asset Management
Pennsylvania
$9.6M +$240K +4,997 +3%
FTS
60
Fifth Third Securities
Ohio
$9.56M -$629K -13,105 -6%
SPC
61
Spirepoint Private Client
Florida
$9.14M +$310K +6,470 +4%
PAG
62
Private Advisor Group
New Jersey
$9.11M +$668K +13,920 +8%
SWC
63
Spectrum Wealth Counsel
Indiana
$8.91M -$597K -12,437 -6%
SAM
64
Shikiar Asset Management
New York
$8.9M +$1.15M +23,875 +15%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$8.83M +$197K +4,116 +2%
NSIM
66
North Star Investment Management
Illinois
$8.82M +$261K +5,430 +3%
MC
67
Muhlenkamp & Co
Pennsylvania
$8.38M – – –
PAIM
68
Punch & Associates Investment Management
Minnesota
$8.3M -$1.21M -25,210 -13%
PA
69
PFG Advisors
Arizona
$8.25M -$323K -6,737 -4%
ECM
70
Elgethun Capital Management
South Dakota
$7.8M +$138K +2,872 +2%
WJWM
71
Williams Jones Wealth Management
New York
$7.67M +$6.13M +127,825 +398%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$7.66M -$60.6K -1,262 -0.8%
LHWM
73
Lake Hills Wealth Management
Texas
$7.65M -$3.98K -83 -0.1%
ECM
74
Evergreen Capital Management
Washington
$7.65M +$37.1K +773 +0.5%
ASN
75
Advisory Services Network
Georgia
$7.57M +$1.59M +33,162 +27%
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