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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 %
AF
101
Allworth Financial
California
$5.07M +$3.84M +81,527 +312%
Lido Advisors
102
Lido Advisors
California
$5.05M +$871K +18,473 +21%
Citigroup
103
Citigroup
New York
$5.04M +$239K +5,065 +5%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$4.96M +$2.13M +45,171 +75%
SPIA
105
Steward Partners Investment Advisory
New York
$4.92M +$154K +3,269 +3%
HG
106
Herbst Group
Connecticut
$4.9M -$1.89K -40 -0%
TCA
107
Transcend Capital Advisors
New Jersey
$4.87M +$188K +3,996 +4%
RCM
108
Regency Capital Management
Hawaii
$4.63M +$2.94M +62,304 +174%
SFBLI
109
Southern Farm Bureau Life Insurance
Mississippi
$4.61M – – –
Comerica Bank
110
Comerica Bank
Texas
$4.55M +$14.5K +307 +0.3%
ES
111
Eagle Strategies
New York
$4.54M -$856K -18,170 -16%
TPA
112
Trivium Point Advisory
Connecticut
$4.45M +$1.34M +28,427 +43%
KWM
113
Kingsview Wealth Management
Oregon
$4.42M +$897K +19,023 +25%
Corient Private Wealth
114
Corient Private Wealth
Florida
$4.35M -$1.03M -21,848 -19%
RA
115
RiverTree Advisors
Florida
$4.35M +$486K +10,313 +13%
CWM
116
Congress Wealth Management
Massachusetts
$4.34M -$374K -7,927 -8%
Cerity Partners
117
Cerity Partners
New York
$4.27M +$584K +12,391 +16%
CAM
118
Congress Asset Management
Massachusetts
$4.25M -$453K -9,602 -10%
CWM
119
CIBC World Markets
New York
$4.23M -$721K -15,293 -15%
WPIC
120
White Pine Investment Company
Michigan
$4.21M +$23K +489 +0.6%
CA
121
Continental Advisors
Utah
$4.06M – – –
UCFA
122
United Capital Financial Advisors
Texas
$3.99M -$6.27K -133 -0.2%
OC
123
Oppenheimer & Co
New York
$3.87M +$74.8K +1,587 +2%
WANY
124
Wealthspire Advisors (New York)
New York
$3.76M -$395K -8,377 -9%
TA
125
TKG Advisors
Indiana
$3.75M +$175K +3,706 +5%
3 4
5
6 7