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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
Evergreen Capital Management
Washington
$8.56M +$54K +1,051 +0.6%
IA
77
IFP Advisors
Florida
$8.56M -$184K -3,581 -2%
OA
78
Oxbow Advisors
Texas
$8.47M +$305K +5,942 +4%
WJWM
79
Williams Jones Wealth Management
New York
$8.45M -$289K -5,626 -3%
AWM
80
Aprio Wealth Management
Georgia
$8.35M +$4.86M +94,601 +143%
BKA
81
Brick & Kyle Associates
Pennsylvania
$8.32M +$505K +9,840 +6%
JP Morgan Chase
82
JP Morgan Chase
New York
$8.12M +$4.68M +91,064 +140%
LSA
83
L & S Advisors
California
$8M +$310K +6,039 +4%
KAS
84
Kestra Advisory Services
Texas
$7.92M +$1.28M +24,853 +19%
CB
85
Commerce Bank
Missouri
$7.86M +$110K +2,150 +1%
SPIA
86
Steward Partners Investment Advisory
New York
$7.73M +$1.55M +30,105 +25%
ASN
87
Advisory Services Network
Georgia
$7.71M +$332K +6,471 +5%
DA
88
Denali Advisors
California
$7.68M -$28.1K -548 -0.4%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$7.53M +$2.03M +39,526 +38%
LBWM
90
Left Brain Wealth Management
Illinois
$7.53M -$49.6K -967 -0.7%
PAIM
91
Punch & Associates Investment Management
Minnesota
$7.5M -$1.46M -28,349 -16%
MPCA
92
Madison Park Capital Advisors
Washington
$7.08M +$86.4K +1,682 +1%
LHWM
93
Lake Hills Wealth Management
Texas
$7.08M -$1.26M -24,628 -15%
NB
94
Nicolet Bankshares
Wisconsin
$7.03M -$221K -4,308 -3%
Citigroup
95
Citigroup
New York
$7.01M +$1.14M +22,282 +20%
Lido Advisors
96
Lido Advisors
California
$6.76M +$1.55M +30,105 +30%
FGA
97
Fortis Group Advisors
New Jersey
$6.67M +$443K +8,629 +7%
SA
98
Sanctuary Advisors
Indiana
$6.65M -$1.96M -38,271 -23%
MML Investors Services
99
MML Investors Services
Massachusetts
$6.61M -$75.1K -1,463 -1%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$6.54M +$6.47M +125,924 New

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.