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Alerian MLP ETF
AMLP

Overview Fund Activity

715 hedge funds and large institutions have $4.59B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 314 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+63
Holders Change %
+9.66%
% of All Funds
9.52%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
111
Increased
314
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$683M
2
Bank of America
Bank of America
North Carolina
$397M
3
Wells Fargo
Wells Fargo
California
$303M
4
AIM
Allen Investment Management
New York
$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$24.1M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.1M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$352M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
101
Cary Street Partners
Virginia
$5.67M +$5.67M +117,746 New
Citigroup
102
Citigroup
New York
$5.43M +$277K +5,742 +5%
NAM
103
NTV Asset Management
West Virginia
$5.24M +$36.1K +749 +0.7%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$5.24M -$281K -5,828 -5%
Cerity Partners
105
Cerity Partners
New York
$5.22M +$858K +17,809 +20%
CWP
106
Cyndeo Wealth Partners
Florida
$5.14M +$2.04M +42,290 +66%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$5.06M +$2.64M +54,742 +109%
ES
108
Eagle Strategies
New York
$5M +$356K +7,398 +8%
TPA
109
Trivium Point Advisory
Connecticut
$4.94M +$378K +7,859 +8%
HG
110
Herbst Group
Connecticut
$4.86M -$146K -3,029 -3%
GRP
111
Global Retirement Partners
California
$4.83M +$1.9M +39,512 +65%
Lido Advisors
112
Lido Advisors
California
$4.82M -$343K -7,113 -7%
RCM
113
Regency Capital Management
Hawaii
$4.77M +$42.4K +880 +0.9%
Corient Private Wealth
114
Corient Private Wealth
Florida
$4.72M +$1.32M +35,849 +39%
KWM
115
Kingsview Wealth Management
Oregon
$4.72M +$205K +4,250 +5%
SFBLI
116
Southern Farm Bureau Life Insurance
Mississippi
$4.71M – – –
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$4.64M +$2.84M +58,906 +158%
CL
118
COWA LLC
Oklahoma
$4.62M -$2.4M -49,874 -34%
1NWS
119
1 North Wealth Services
Maryland
$4.56M +$4.56M +94,752 New
OP
120
ORG Partners
Indiana
$4.52M +$3.17M +65,770 +234%
Truist Financial
121
Truist Financial
North Carolina
$4.46M -$1.42M -29,404 -24%
CCMG
122
Clark Capital Management Group
Pennsylvania
$4.45M +$4.45M +92,371 New
TA
123
TKG Advisors
Indiana
$4.43M +$282K +5,404 +7%
Mariner
124
Mariner
Kansas
$4.4M +$994K +20,644 +29%
PAG
125
Private Advisory Group
Washington
$4.4M +$4.19M +86,981 +1,990%
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5
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