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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
McKinley Capital Management
Alaska
$7.51M -$72.1K -1,544 -1%
VF
77
Vista Finance
Missouri
$7.49M +$3.6M +77,149 +98%
NB
78
Nicolet Bankshares
Wisconsin
$7.16M +$2.72M +58,131 +64%
MPCA
79
Madison Park Capital Advisors
Washington
$6.94M +$393K +8,406 +6%
CIMLRA
80
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.81M -$145K -3,093 -2%
CL
81
COWA LLC
Oklahoma
$6.78M -$115K -2,454 -2%
BKA
82
Brick & Kyle Associates
Pennsylvania
$6.73M +$221K +4,738 +3%
LBWM
83
Left Brain Wealth Management
Illinois
$6.71M +$25.6K +548 +0.4%
MML Investors Services
84
MML Investors Services
Massachusetts
$6.36M +$2.73M +58,521 +79%
CB
85
Commerce Bank
Missouri
$6.27M +$144K +3,091 +2%
FIM
86
FWL Investment Management
Texas
$6.23M +$48.5K +1,038 +0.8%
BIM
87
Bullseye Investment Management
Ohio
$6.1M -$1.76M -37,706 -22%
Truist Financial
88
Truist Financial
North Carolina
$5.68M +$682K +14,603 +14%
ES
89
Eagle Strategies
New York
$5.49M +$4.79M +102,536 +857%
Corient Private Wealth
90
Corient Private Wealth
Florida
$5.48M -$293K -6,264 -5%
IFG
91
Independent Financial Group
California
$5.38M -$438K -9,368 -8%
JP Morgan Chase
92
JP Morgan Chase
New York
$5.33M -$26.7M -570,784 -84%
Mariner
93
Mariner
Kansas
$5.29M +$366K +7,838 +8%
FGA
94
Fortis Group Advisors
New Jersey
$5.24M +$968K +20,718 +23%
SA
95
Sanctuary Advisors
Indiana
$5.14M +$5.05M +108,088 New
KAS
96
Kestra Advisory Services
Texas
$5.08M +$498K +10,656 +11%
CWM
97
CIBC World Markets
New York
$5.04M +$45.6K +975 +0.9%
NAM
98
NTV Asset Management
West Virginia
$5.01M +$686K +14,692 +16%
HG
99
Herbst Group
Connecticut
$4.99M -$177K -3,789 -4%
Citigroup
100
Citigroup
New York
$4.89M +$694K +14,846 +17%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.