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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Essex Financial Services
Connecticut
$3.43M +$297K +6,357 +9%
YIH
127
Y-Intercept (HK)
Hong Kong
$3.42M +$2M +42,788 +150%
CMI
128
Clare Market Investments
Texas
$3.35M +$318K +6,814 +11%
FAM
129
Forte Asset Management
New York
$3.33M +$7.15K +153 +0.2%
CF
130
Centaurus Financial
California
$3.29M +$930K +19,909 +41%
SIC
131
Salem Investment Counselors
North Carolina
$3.22M +$283K +6,064 +10%
TPA
132
Trivium Point Advisory
Connecticut
$3.18M +$2.67M +57,149 +623%
JIP
133
Jaffetilchin Investment Partners
Florida
$3.14M +$116K +2,476 +4%
GIP
134
Greatmark Investment Partners
Georgia
$3.1M -$120K -2,567 -4%
GRP
135
Global Retirement Partners
California
$3.09M +$2.8M +59,930 +1,361%
AIC
136
Anthracite Investment Company
Texas
$3.08M +$665K +14,240 +28%
MWA
137
Mills Wealth Advisors
Texas
$3.06M +$259K +5,536 +10%
SW
138
SMART Wealth
Nebraska
$2.99M +$696K +14,887 +31%
CWP
139
Cyndeo Wealth Partners
Florida
$2.99M +$87.2K +1,867 +3%
SKK
140
Shepherd Kaplan Krochuk
Massachusetts
$2.99M +$109K +2,335 +4%
BCP
141
Berkeley Capital Partners
Georgia
$2.95M -$75.2K -1,610 -3%
IECM
142
Intrinsic Edge Capital Management
Illinois
$2.88M
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$2.88M -$7.13M -152,557 -72%
HWA
144
Heartwood Wealth Advisors
Virginia
$2.88M +$58.3K +1,248 +2%
SIA
145
Schechter Investment Advisors
Michigan
$2.87M
SWM
146
Sculati Wealth Management
Michigan
$2.85M -$561 -12 -0%
ACG
147
Allen Capital Group
Nebraska
$2.85M -$43.9K -939 -2%
GSC
148
G&S Capital
Colorado
$2.84M +$75.2K +1,610 +3%
JHCP
149
Jackson Hole Capital Partners
Oklahoma
$2.81M +$18.5K +396 +0.7%
MFA
150
Mayflower Financial Advisors
Massachusetts
$2.8M +$103K +2,194 +4%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.