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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
Prudential Financial
101
Prudential Financial
New Jersey
$4.88M +$1.12M +23,909 +31%
SPIA
102
Steward Partners Investment Advisory
New York
$4.85M -$3.27K -70 -0.1%
CWM
103
Congress Wealth Management
Massachusetts
$4.8M -$327K -6,990 -7%
CAM
104
Congress Asset Management
Massachusetts
$4.78M -$340K -7,272 -7%
TCA
105
Transcend Capital Advisors
New Jersey
$4.77M +$835K +17,880 +22%
SFBLI
106
Southern Farm Bureau Life Insurance
Mississippi
$4.68M
Comerica Bank
107
Comerica Bank
Texas
$4.62M +$207K +4,424 +5%
DADC
108
D.A. Davidson & Co
Montana
$4.51M -$48.6K -1,040 -1%
AssetMark Inc
109
AssetMark Inc
California
$4.31M +$4.2M +89,803 +1,122,538%
WPIC
110
White Pine Investment Company
Michigan
$4.26M +$127K +2,713 +3%
Lido Advisors
111
Lido Advisors
California
$4.25M +$174K +3,731 +4%
WANY
112
Wealthspire Advisors (New York)
New York
$4.23M +$13.5K +288 +0.3%
IA
113
IFP Advisors
Florida
$4.16M +$2.98M +63,711 +276%
CA
114
Continental Advisors
Utah
$4.14M
UCFA
115
United Capital Financial Advisors
Texas
$4.07M -$146K -3,122 -4%
IAN
116
Integrated Advisors Network
Texas
$4M -$272K -5,824 -7%
RA
117
RiverTree Advisors
Florida
$3.93M +$88.8K +1,900 +2%
OC
118
Oppenheimer & Co
New York
$3.86M -$341K -7,290 -8%
Cerity Partners
119
Cerity Partners
New York
$3.75M +$30.7K +657 +0.8%
FAIM
120
Financial Advocates Investment Management
Washington
$3.67M +$188K +4,025 +6%
TA
121
TKG Advisors
Indiana
$3.64M +$142K +3,040 +4%
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$3.61M +$1.37M +29,358 +64%
KWM
123
Kingsview Wealth Management
Oregon
$3.59M +$409K +8,751 +13%
AWM
124
Apollon Wealth Management
South Carolina
$3.56M +$71.3K +1,526 +2%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$3.51M +$261K +5,576 +8%

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.