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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
76
Williams Jones Wealth Management
New York
$7.61M +$68.6K +1,450 +0.9%
ASN
77
Advisory Services Network
Georgia
$7.57M
ECM
78
Evergreen Capital Management
Washington
$7.56M +$47.4K +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 +$6.05M +127,874 +471%
BIM
82
Bullseye Investment Management
Ohio
$7.28M +$674K +14,261 +10%
LHWM
83
Lake Hills Wealth Management
Texas
$7.24M -$282K -5,952 -4%
SA
84
Sanctuary Advisors
Indiana
$7.03M +$1.59M +33,594 +31%
DA
85
Denali Advisors
California
$6.98M +$7M +148,045 New
CL
86
COWA LLC
Oklahoma
$6.88M +$211K +4,465 +3%
BKA
87
Brick & Kyle Associates
Pennsylvania
$6.83M +$225K +4,749 +3%
NB
88
Nicolet Bankshares
Wisconsin
$6.77M -$268K -5,673 -4%
LBWM
89
Left Brain Wealth Management
Illinois
$6.73M +$134K +2,830 +2%
CB
90
Commerce Bank
Missouri
$6.71M +$548K +11,582 +9%
MML Investors Services
91
MML Investors Services
Massachusetts
$6.44M +$201K +4,247 +3%
FMN
92
Financial Management Network
California
$6.29M +$6.25M +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 -$790K -16,698 -12%
Truist Financial
95
Truist Financial
North Carolina
$5.75M +$176K +3,723 +3%
FGA
96
Fortis Group Advisors
New Jersey
$5.4M +$259K +5,468 +5%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$5.4M -$2.14M -45,154 -28%
DADC
98
D.A. Davidson & Co
Montana
$5.24M +$821K +17,362 +18%
Prudential Financial
99
Prudential Financial
New Jersey
$5.17M +$378K +7,990 +8%
NAM
100
NTV Asset Management
West Virginia
$5.09M +$170K +3,586 +3%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.