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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 %
WJWM
76
Williams Jones Wealth Management
New York
$7.61M +$68.3K +1,450 +0.9%
ASN
77
Advisory Services Network
Georgia
$7.57M – – –
ECM
78
Evergreen Capital Management
Washington
$7.56M +$47.3K +1,003 +0.6%
FIM
79
FWL Investment Management
Texas
$7.44M +$1.32M +27,982 +22%
VF
80
Vista Finance
Missouri
$7.35M -$10.5K -223 -0.1%
Millennium Management
81
Millennium Management
New York
$7.31M +$6.03M +127,874 +471%
BIM
82
Bullseye Investment Management
Ohio
$7.28M +$688K +14,261 +10%
LHWM
83
Lake Hills Wealth Management
Texas
$7.24M -$281K -5,952 -4%
SA
84
Sanctuary Advisors
Indiana
$7.03M +$1.67M +33,594 +31%
DA
85
Denali Advisors
California
$6.98M +$6.98M +148,045 New
CL
86
COWA LLC
Oklahoma
$6.88M +$210K +4,465 +3%
BKA
87
Brick & Kyle Associates
Pennsylvania
$6.83M +$224K +4,749 +3%
NB
88
Nicolet Bankshares
Wisconsin
$6.77M -$267K -5,673 -4%
LBWM
89
Left Brain Wealth Management
Illinois
$6.73M +$133K +2,830 +2%
CB
90
Commerce Bank
Missouri
$6.71M +$546K +11,582 +9%
MML Investors Services
91
MML Investors Services
Massachusetts
$6.44M +$200K +4,247 +3%
FMN
92
Financial Management Network
California
$6.29M +$6.29M +132,050 New
KAS
93
Kestra Advisory Services
Texas
$6.18M +$1.19M +25,214 +24%
MPCA
94
Madison Park Capital Advisors
Washington
$6.03M -$787K -16,698 -12%
Truist Financial
95
Truist Financial
North Carolina
$5.75M +$175K +3,723 +3%
FGA
96
Fortis Group Advisors
New Jersey
$5.4M +$258K +5,468 +5%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$5.4M -$2.13M -45,154 -28%
DADC
98
D.A. Davidson & Co
Montana
$5.24M +$818K +17,362 +18%
Prudential Financial
99
Prudential Financial
New Jersey
$5.17M +$377K +7,990 +8%
NAM
100
NTV Asset Management
West Virginia
$5.09M +$169K +3,586 +3%
2 3
4
5 6