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Alerian MLP ETF
AMLP

Overview Fund Activity

728 hedge funds and large institutions have $5.17B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 338 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.89%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
87
Increased
338
Reduced
183
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.5M
2
Wells Fargo
Wells Fargo
California
+$39.6M
3
AIM
Allen Investment Management
New York
+$38.5M
4
UBS Group
UBS Group
Switzerland
+$32.2M
5
LPL Financial
LPL Financial
California
+$22.7M

Top Sellers

1
RA
Rational Advisors
New York
-$53.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
4
CGA
Crescent Grove Advisors
Illinois
-$12.9M
5
FFO
Fiduciary Family Office
Florida
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
726
LGT Financial Advisors
Texas
$1.32K – – –
RFG
727
REAP Financial Group
Texas
$1.3K – – –
HWA
728
Heritage Wealth Advisors
Virginia
$1.03K +$1.03K +20 New
CAM
729
Creekmur Asset Management
Illinois
$199 – – –
RA
730
Rational Advisors
New York
– -$53.8M -1,116,290 Closed
CGA
731
Crescent Grove Advisors
Illinois
– -$12.9M -267,199 Closed
FFO
732
Fiduciary Family Office
Florida
– -$11.9M -246,071 Closed
AP
733
Advisors Preferred
Maryland
– -$8.96M -183,991 Closed
CWM
734
CIBC World Markets
New York
– -$4.14M -86,056 Closed
Neuberger Berman Group
735
Neuberger Berman Group
New York
– -$3.6M -74,699 Closed
IECM
736
Intrinsic Edge Capital Management
Illinois
– -$2.89M -60,000 Closed
GCM
737
Glaxis Capital Management
Florida
– -$2.79M -58,000 Closed
SIA
738
Schechter Investment Advisors
Michigan
– -$2.62M -54,505 Closed
ST
739
Sageworth Trust
Pennsylvania
– -$2.21M -45,932 Closed
CL
740
CSS LLC
Illinois
– -$2.11M -43,854 Closed
PWA
741
Primoris Wealth Advisors
Florida
– -$1.89M -39,212 Closed
Capital Fund Management (CFM)
742
Capital Fund Management (CFM)
France
– -$1.56M -32,300 Closed
GWANC
743
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1.32M -27,351 Closed
WWM
744
Whalen Wealth Management
Nevada
– -$1.08M -22,450 Closed
IHL
745
Investment House LLC
California
– -$725K -15,060 Closed
M1FG
746
Mach-1 Financial Group
Arkansas
– -$479K -9,946 Closed
CCA
747
Childress Capital Advisors
Texas
– -$361K -7,500 Closed
CAG
748
Crestwood Advisors Group
Massachusetts
– -$341K -7,075 Closed
DAS
749
Diversify Advisory Services
Utah
– -$347K -7,055 Closed
BAM
750
BTS Asset Management
Massachusetts
– -$317K -6,578 Closed
28 29
30
31 32