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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
101
Cary Street Partners
Virginia
$5.67M +$5.66M +117,746 New
Citigroup
102
Citigroup
New York
$5.43M +$276K +5,742 +5%
NAM
103
NTV Asset Management
West Virginia
$5.24M +$36K +749 +0.7%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$5.24M -$280K -5,828 -5%
Cerity Partners
105
Cerity Partners
New York
$5.22M +$856K +17,809 +20%
CWP
106
Cyndeo Wealth Partners
Florida
$5.14M +$2.03M +42,290 +66%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$5.06M +$2.63M +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%
IFG
111
Independent Financial Group
California
$4.85M +$101K +2,111 +2%
GRP
112
Global Retirement Partners
California
$4.83M +$1.9M +39,512 +65%
Lido Advisors
113
Lido Advisors
California
$4.82M -$342K -7,113 -7%
RCM
114
Regency Capital Management
Hawaii
$4.77M +$42.3K +880 +0.9%
Corient Private Wealth
115
Corient Private Wealth
Florida
$4.72M +$1.72M +35,849 +39%
KWM
116
Kingsview Wealth Management
Oregon
$4.72M +$204K +4,250 +5%
SFBLI
117
Southern Farm Bureau Life Insurance
Mississippi
$4.71M
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$4.64M +$2.83M +58,906 +158%
CL
119
COWA LLC
Oklahoma
$4.62M -$2.4M -49,874 -34%
1NWS
120
1 North Wealth Services
Maryland
$4.56M +$4.55M +94,752 New
OP
121
ORG Partners
Indiana
$4.52M +$3.16M +65,770 +234%
Truist Financial
122
Truist Financial
North Carolina
$4.46M -$1.41M -29,404 -24%
CCMG
123
Clark Capital Management Group
Pennsylvania
$4.45M +$4.44M +92,371 New
TA
124
TKG Advisors
Indiana
$4.43M +$260K +5,404 +7%
Mariner
125
Mariner
Kansas
$4.4M +$992K +20,644 +29%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.