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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
51
New Harbor Financial Group
Massachusetts
$11.9M +$229K +4,772 +2%
FFO
52
Fiduciary Family Office
Florida
$11.9M +$11.8M +246,071 New
IPW
53
IronBridge Private Wealth
Texas
$11.8M -$366K -7,616 -3%
AF
54
Allworth Financial
California
$11.8M +$5.72M +118,900 +110%
TA
55
Tectonic Advisors
Texas
$11.7M -$33.5K -697 -0.3%
BWP
56
Baldwin Wealth Partners
Massachusetts
$11.7M -$798K -16,595 -6%
CCA
57
Checchi Capital Advisers
California
$11.6M -$452K -9,401 -4%
NCM
58
Novare Capital Management
North Carolina
$11.6M +$1.49K +31 +0%
FCM
59
Fourpath Capital Management
Oklahoma
$11.5M +$569K +11,836 +5%
BCI
60
Brinker Capital Investments
Pennsylvania
$11.3M -$2.72M -56,621 -19%
OPS
61
Orion Portfolio Solutions
Nebraska
$11.3M -$2.72M -56,621 -19%
FFG
62
Fortem Financial Group
California
$11.3M +$98.9K +2,058 +0.9%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$11.3M +$3.04M +63,327 +37%
THC
64
Truffle Hound Capital
Maryland
$10.6M +$10.6M +220,000 New
FIM
65
FWL Investment Management
Texas
$10.4M +$2.84M +59,122 +37%
RAM
66
Riggs Asset Management
Pennsylvania
$10M +$263K +5,479 +3%
NAS
67
Nicolet Advisory Services
Wisconsin
$9.97M -$119K -2,482 -1%
PFS
68
Prospera Financial Services
Texas
$9.74M -$1.6M -33,200 -14%
SAM
69
Shikiar Asset Management
New York
$9.68M +$422K +8,770 +5%
NSIM
70
North Star Investment Management
Illinois
$9.5M +$258K +5,374 +3%
PAG
71
Private Advisor Group
New Jersey
$9.31M -$762K -15,852 -8%
PA
72
PFG Advisors
Arizona
$9.02M -$16.3K -339 -0.2%
AP
73
Advisors Preferred
Maryland
$8.96M -$2.49M -51,747 -22%
SWC
74
Spectrum Wealth Counsel
Indiana
$8.92M -$53.1K -1,104 -0.6%
SA
75
Sanctuary Advisors
Indiana
$8.67M +$1.19M +24,674 +17%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.