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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
1
Hilton Capital Management
New York
$31.6M
2
AIM
2
Allen Investment Management
New York
$86.9M
3
EWA
3
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$111M
5
SERBOO
5
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$122M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
5
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Checchi Capital Advisers
California
$11.8M +$655K +13,904 +6%
TA
52
Tectonic Advisors
Texas
$11.5M +$641K +13,599 +6%
WA
53
Wealth Alliance
New York
$11.4M +$597K +12,671 +6%
NHFG
54
New Harbor Financial Group
Massachusetts
$11.4M +$701K +14,868 +7%
NCM
55
Novare Capital Management
North Carolina
$11.3M – – –
AP
56
Advisors Preferred
Maryland
$11.2M -$2.68M -56,652 -19%
PFS
57
Prospera Financial Services
Texas
$11.1M +$93.7K +1,989 +0.9%
FFG
58
Fortem Financial Group
California
$11M +$100K +2,121 +0.9%
FCM
59
Fourpath Capital Management
Oklahoma
$10.7M +$9.72M +206,212 +1,037%
VCM
60
Violich Capital Management
California
$10.6M +$182K +3,870 +2%
PAG
61
Private Advisor Group
New Jersey
$9.86M +$913K +19,380 +10%
NAS
62
Nicolet Advisory Services
Wisconsin
$9.74M +$116K +2,449 +1%
RAM
63
Riggs Asset Management
Pennsylvania
$9.57M +$139K +2,955 +1%
SPC
64
Spirepoint Private Client
Florida
$9.48M +$493K +10,460 +5%
SAM
65
Shikiar Asset Management
New York
$9.06M +$313K +6,650 +4%
NSIM
66
North Star Investment Management
Illinois
$9.04M +$381K +8,074 +4%
FTS
67
Fifth Third Securities
Ohio
$8.96M -$426K -9,032 -5%
PA
68
PFG Advisors
Arizona
$8.84M +$732K +15,521 +9%
SWC
69
Spectrum Wealth Counsel
Indiana
$8.78M +$35.9K +761 +0.4%
MC
70
Muhlenkamp & Co
Pennsylvania
$8.25M +$25.7K +546 +0.3%
PAIM
71
Punch & Associates Investment Management
Minnesota
$8.24M +$86.4K +1,834 +1%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$8.08M -$634K -13,374 -7%
ECM
73
Elgethun Capital Management
South Dakota
$7.83M +$175K +3,708 +2%
NL
74
NWAM LLC
Washington
$7.73M +$7.73M +163,986 New
IA
75
IFP Advisors
Florida
$7.62M +$3.53M +74,763 +86%
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3
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