We are live on ! Find out more
AMLP icon

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
AF
101
Allworth Financial
California
$5.07M +$3.86M +81,527 +312%
Lido Advisors
102
Lido Advisors
California
$5.05M +$874K +18,473 +21%
Citigroup
103
Citigroup
New York
$5.04M +$240K +5,065 +5%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$4.96M +$2.14M +45,171 +75%
SPIA
105
Steward Partners Investment Advisory
New York
$4.92M +$155K +3,269 +3%
HG
106
Herbst Group
Connecticut
$4.9M -$1.89K -40 -0%
TCA
107
Transcend Capital Advisors
New Jersey
$4.87M +$189K +3,996 +4%
IFG
108
Independent Financial Group
California
$4.65M -$634K -13,399 -12%
RCM
109
Regency Capital Management
Hawaii
$4.63M +$2.95M +62,304 +174%
SFBLI
110
Southern Farm Bureau Life Insurance
Mississippi
$4.61M
Comerica Bank
111
Comerica Bank
Texas
$4.55M +$14.5K +307 +0.3%
ES
112
Eagle Strategies
New York
$4.54M -$859K -18,170 -16%
TPA
113
Trivium Point Advisory
Connecticut
$4.45M +$1.34M +28,427 +43%
KWM
114
Kingsview Wealth Management
Oregon
$4.42M +$900K +19,023 +25%
Corient Private Wealth
115
Corient Private Wealth
Florida
$4.35M -$1.03M -21,848 -19%
RA
116
RiverTree Advisors
Florida
$4.35M +$488K +10,313 +13%
CWM
117
Congress Wealth Management
Massachusetts
$4.34M -$375K -7,927 -8%
Cerity Partners
118
Cerity Partners
New York
$4.27M +$586K +12,391 +16%
CAM
119
Congress Asset Management
Massachusetts
$4.25M -$454K -9,602 -10%
CWM
120
CIBC World Markets
New York
$4.23M -$723K -15,293 -15%
WPIC
121
White Pine Investment Company
Michigan
$4.21M +$23.1K +489 +0.6%
CA
122
Continental Advisors
Utah
$4.06M
UCFA
123
United Capital Financial Advisors
Texas
$3.99M -$6.29K -133 -0.2%
OC
124
Oppenheimer & Co
New York
$3.87M +$75.1K +1,587 +2%
WANY
125
Wealthspire Advisors (New York)
New York
$3.76M -$396K -8,377 -9%

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.