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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
126
Y-Intercept (HK)
Hong Kong
$3.42M +$2.05M +42,788 +150%
CMI
127
Clare Market Investments
Texas
$3.35M +$327K +6,814 +11%
FAM
128
Forte Asset Management
New York
$3.33M +$7.34K +153 +0.2%
CF
129
Centaurus Financial
California
$3.29M +$955K +19,909 +41%
SIC
130
Salem Investment Counselors
North Carolina
$3.22M +$291K +6,064 +10%
TPA
131
Trivium Point Advisory
Connecticut
$3.18M +$2.74M +57,149 +623%
JIP
132
Jaffetilchin Investment Partners
Florida
$3.14M +$119K +2,476 +4%
GIP
133
Greatmark Investment Partners
Georgia
$3.1M -$123K -2,567 -4%
GRP
134
Global Retirement Partners
California
$3.09M +$2.88M +59,930 +1,361%
AIC
135
Anthracite Investment Company
Texas
$3.08M +$683K +14,240 +28%
MWA
136
Mills Wealth Advisors
Texas
$3.06M +$266K +5,536 +10%
SW
137
SMART Wealth
Nebraska
$2.99M +$714K +14,887 +31%
CWP
138
Cyndeo Wealth Partners
Florida
$2.99M +$89.6K +1,867 +3%
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
$2.99M +$112K +2,335 +4%
BCP
140
Berkeley Capital Partners
Georgia
$2.95M -$77.2K -1,610 -3%
IECM
141
Intrinsic Edge Capital Management
Illinois
$2.88M – – –
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$2.88M -$7.32M -152,557 -72%
HWA
143
Heartwood Wealth Advisors
Virginia
$2.88M +$59.9K +1,248 +2%
SIA
144
Schechter Investment Advisors
Michigan
$2.87M – – –
SWM
145
Sculati Wealth Management
Michigan
$2.85M -$576 -12 -0%
ACG
146
Allen Capital Group
Nebraska
$2.85M -$45.1K -939 -2%
GSC
147
G&S Capital
Colorado
$2.84M +$78.4K +1,610 +3%
JHCP
148
Jackson Hole Capital Partners
Oklahoma
$2.81M +$19K +396 +0.7%
MFA
149
Mayflower Financial Advisors
Massachusetts
$2.8M +$105K +2,194 +4%
MFIM
150
Mesirow Financial Investment Management
Illinois
$2.78M +$80.2K +1,672 +3%
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