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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
TKG Advisors
Indiana
$3.75M +$175K +3,706 +5%
AWM
127
Apollon Wealth Management
South Carolina
$3.67M +$175K +3,705 +5%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$3.64M +$193K +4,087 +6%
EFS
129
Essex Financial Services
Connecticut
$3.49M +$16.4K +347 +0.5%
MWA
130
Mills Wealth Advisors
Texas
$3.46M +$458K +9,673 +15%
IAN
131
Integrated Advisors Network
Texas
$3.37M -$563K -11,914 -14%
LSA
132
L & S Advisors
California
$3.36M +$3.37M +71,198 New
Mariner
133
Mariner
Kansas
$3.34M -$1.86M -39,422 -36%
SW
134
SMART Wealth
Nebraska
$3.3M +$361K +7,643 +12%
SIC
135
Salem Investment Counselors
North Carolina
$3.2M +$43.5K +919 +1%
MFIM
136
Mesirow Financial Investment Management
Illinois
$3.08M +$350K +7,392 +13%
CWP
137
Cyndeo Wealth Partners
Florida
$3.04M +$99.6K +2,105 +3%
GIP
138
Greatmark Investment Partners
Georgia
$3M -$46.5K -983 -2%
GSC
139
G&S Capital
Colorado
$2.99M +$241K +5,094 +9%
SKK
140
Shepherd Kaplan Krochuk
Massachusetts
$2.94M +$6.67K +141 +0.2%
FAM
141
Forte Asset Management
New York
$2.93M -$342K -7,233 -10%
JIP
142
Jaffetilchin Investment Partners
Florida
$2.91M -$166K -3,504 -5%
HWA
143
Heartwood Wealth Advisors
Virginia
$2.89M +$59.7K +1,263 +2%
DC
144
Davenport & Co
Virginia
$2.87M +$381K +8,050 +15%
GRP
145
Global Retirement Partners
California
$2.86M -$170K -3,599 -6%
BCP
146
Berkeley Capital Partners
Georgia
$2.86M -$32.6K -689 -1%
IECM
147
Intrinsic Edge Capital Management
Illinois
$2.83M
SWM
148
Sculati Wealth Management
Michigan
$2.8M +$378 +8 +0%
MFA
149
Mayflower Financial Advisors
Massachusetts
$2.76M +$5.87K +124 +0.2%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$2.76M -$804 -17 -0%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.