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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
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
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Apollon Wealth Management
South Carolina
$3.67M +$175K +3,705 +5%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$3.64M +$193K +4,087 +6%
EFS
128
Essex Financial Services
Connecticut
$3.49M +$16.3K +347 +0.5%
MWA
129
Mills Wealth Advisors
Texas
$3.46M +$456K +9,673 +15%
IAN
130
Integrated Advisors Network
Texas
$3.37M -$562K -11,914 -14%
LSA
131
L & S Advisors
California
$3.36M +$3.36M +71,198 New
Mariner
132
Mariner
Kansas
$3.34M -$1.86M -39,422 -36%
SW
133
SMART Wealth
Nebraska
$3.3M +$360K +7,643 +12%
SIC
134
Salem Investment Counselors
North Carolina
$3.2M +$43.3K +919 +1%
MFIM
135
Mesirow Financial Investment Management
Illinois
$3.08M +$348K +7,392 +13%
CWP
136
Cyndeo Wealth Partners
Florida
$3.04M +$99.2K +2,105 +3%
GIP
137
Greatmark Investment Partners
Georgia
$3M -$46.3K -983 -2%
GSC
138
G&S Capital
Colorado
$2.99M +$240K +5,094 +9%
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
$2.94M +$6.65K +141 +0.2%
FAM
140
Forte Asset Management
New York
$2.93M -$341K -7,233 -10%
JIP
141
Jaffetilchin Investment Partners
Florida
$2.91M -$165K -3,504 -5%
HWA
142
Heartwood Wealth Advisors
Virginia
$2.89M +$59.5K +1,263 +2%
DC
143
Davenport & Co
Virginia
$2.87M +$379K +8,050 +15%
GRP
144
Global Retirement Partners
California
$2.86M -$170K -3,599 -6%
BCP
145
Berkeley Capital Partners
Georgia
$2.86M -$32.5K -689 -1%
IECM
146
Intrinsic Edge Capital Management
Illinois
$2.83M – – –
SWM
147
Sculati Wealth Management
Michigan
$2.8M +$377 +8 +0%
MFA
148
Mayflower Financial Advisors
Massachusetts
$2.76M +$5.84K +124 +0.2%
JHCP
149
Jackson Hole Capital Partners
Oklahoma
$2.76M -$801 -17 -0%
CPIG
150
Chicago Partners Investment Group
Illinois
$2.72M +$100K +2,140 +4%
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