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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
126
Clark Capital Management Group
Pennsylvania
$3.23M -$815K -18,132 -21%
EFS
127
Essex Financial Services
Connecticut
$3.22M +$491K +10,930 +19%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$3.2M +$321K +7,156 +12%
GIP
129
Greatmark Investment Partners
Georgia
$3.19M -$133K -2,950 -4%
KWM
130
Kingsview Wealth Management
Oregon
$3.13M +$715K +15,926 +32%
SCM
131
SCS Capital Management
Massachusetts
$3.06M
CMI
132
Clare Market Investments
Texas
$2.99M +$509K +11,326 +22%
BCP
133
Berkeley Capital Partners
Georgia
$2.99M -$86K -1,915 -3%
JIP
134
Jaffetilchin Investment Partners
Florida
$2.98M +$2.17M +48,391 +334%
IW
135
Imprint Wealth
South Carolina
$2.94M +$2.78M +61,823 New
SIC
136
Salem Investment Counselors
North Carolina
$2.9M +$899K +20,023 +49%
CWP
137
Cyndeo Wealth Partners
Florida
$2.87M +$622K +13,838 +30%
ACG
138
Allen Capital Group
Nebraska
$2.86M +$48.5K +1,080 +2%
IECM
139
Intrinsic Edge Capital Management
Illinois
$2.85M +$2.7M +60,000 New
SKK
140
Shepherd Kaplan Krochuk
Massachusetts
$2.85M +$149K +3,319 +6%
SIA
141
Schechter Investment Advisors
Michigan
$2.84M
SWM
142
Sculati Wealth Management
Michigan
$2.82M +$43.1K +960 +2%
HWA
143
Heartwood Wealth Advisors
Virginia
$2.79M -$816K -18,160 -24%
BRWA
144
B. Riley Wealth Advisors
Florida
$2.77M +$734K +16,334 +33%
MWA
145
Mills Wealth Advisors
Texas
$2.76M +$69.3K +1,543 +3%
CPIG
146
Chicago Partners Investment Group
Illinois
$2.76M +$155K +3,444 +6%
JHCP
147
Jackson Hole Capital Partners
Oklahoma
$2.76M +$17.3K +386 +0.7%
PHS
148
Pekin Hardy Strauss
Illinois
$2.75M +$12.4K +275 +0.5%
GSC
149
G&S Capital
Colorado
$2.69M +$2.55M +56,760 New
MFIM
150
Mesirow Financial Investment Management
Illinois
$2.67M +$266K +5,927 +12%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.