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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
FMN
101
Financial Management Network
California
$4.42M +$4.14M +92,223 New
Comerica Bank
102
Comerica Bank
Texas
$4.36M -$204K -4,532 -5%
NB
103
Nicolet Bankshares
Wisconsin
$4.32M +$338K +7,517 +9%
NAM
104
NTV Asset Management
West Virginia
$4.26M +$579K +12,900 +17%
IAN
105
Integrated Advisors Network
Texas
$4.24M -$906K -20,174 -18%
FGA
106
Fortis Group Advisors
New Jersey
$4.2M +$3.56M +79,351 +872%
UCFA
107
United Capital Financial Advisors
Texas
$4.17M +$32.8K +731 +0.8%
WANY
108
Wealthspire Advisors (New York)
New York
$4.17M -$988K -21,988 -20%
OC
109
Oppenheimer & Co
New York
$4.17M +$291K +6,486 +8%
Citigroup
110
Citigroup
New York
$4.13M -$92.1K -2,050 -2%
CA
111
Continental Advisors
Utah
$4.09M
WPIC
112
White Pine Investment Company
Michigan
$4.09M +$45.8K +1,019 +1%
Lido Advisors
113
Lido Advisors
California
$4.03M +$316K +7,041 +9%
TCA
114
Transcend Capital Advisors
New Jersey
$3.87M +$545K +12,139 +18%
RA
115
RiverTree Advisors
Florida
$3.8M -$1.25M -27,823 -26%
VF
116
Vista Finance
Missouri
$3.75M +$1.37M +30,552 +63%
Prudential Financial
117
Prudential Financial
New Jersey
$3.69M +$1.07M +23,895 +44%
Cerity Partners
118
Cerity Partners
New York
$3.68M -$1.07M -23,729 -23%
MML Investors Services
119
MML Investors Services
Massachusetts
$3.51M +$161K +3,592 +5%
TA
120
TKG Advisors
Indiana
$3.46M +$3.27M +72,805 New
AWM
121
Apollon Wealth Management
South Carolina
$3.45M +$66.5K +1,481 +2%
FAIM
122
Financial Advocates Investment Management
Washington
$3.44M +$619K +13,790 +24%
SRSA
123
S.R. Schill & Associates
Washington
$3.32M -$490K -10,902 -13%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$3.31M +$212K +4,727 +7%
FAM
125
Forte Asset Management
New York
$3.28M +$157K +3,490 +5%

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.