We are live on ! Find out more
AMLP icon

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
LCWP
76
Legacy Capital Wealth Partners
Arkansas
$6.96M +$7.99M +177,838 New
CIMLRA
77
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.89M -$715K -15,917 -10%
CL
78
COWA LLC
Oklahoma
$6.83M +$433K +9,649 +7%
LBWM
79
Left Brain Wealth Management
Illinois
$6.61M -$200K -4,459 -3%
BKA
80
Brick & Kyle Associates
Pennsylvania
$6.53M -$39.7K -884 -0.6%
MPCA
81
Madison Park Capital Advisors
Washington
$6.46M +$237K +5,287 +4%
William Blair & Company
82
William Blair & Company
Illinois
$6.39M +$131K +2,919 +2%
FIM
83
FWL Investment Management
Texas
$6.11M -$2.04M -45,396 -26%
Citadel Advisors
84
Citadel Advisors
Florida
$6.08M -$8.88M -197,718 -61%
CB
85
Commerce Bank
Missouri
$6.06M -$209K -4,657 -4%
ASN
86
Advisory Services Network
Georgia
$5.92M +$644K +14,334 +13%
IFG
87
Independent Financial Group
California
$5.76M -$98.9K -2,202 -2%
Corient Private Wealth
88
Corient Private Wealth
Florida
$5.72M -$327K -7,282 -6%
NA
89
NewEdge Advisors
Louisiana
$5.35M +$704K +15,677 +16%
HG
90
Herbst Group
Connecticut
$5.11M -$212K -4,729 -4%
CAM
91
Congress Asset Management
Massachusetts
$5.08M -$273K -6,085 -5%
CWM
92
Congress Wealth Management
Massachusetts
$5.08M -$282K -6,285 -6%
CWM
93
CIBC World Markets
New York
$4.94M +$3.9M +86,821 +502%
Truist Financial
94
Truist Financial
North Carolina
$4.92M -$9.46M -210,499 -67%
Mariner
95
Mariner
Kansas
$4.86M +$559K +12,443 +14%
MFS
96
Mirabella Financial Services
United Kingdom
$4.83M +$4.58M +101,860 New
SPIA
97
Steward Partners Investment Advisory
New York
$4.8M +$2.01M +44,694 +79%
SFBLI
98
Southern Farm Bureau Life Insurance
Mississippi
$4.64M
KAS
99
Kestra Advisory Services
Texas
$4.52M -$447K -9,948 -9%
DADC
100
D.A. Davidson & Co
Montana
$4.51M -$720K -16,039 -14%

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.