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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Congress Wealth Management
Massachusetts
$4.71M +$142K +2,761 +3%
WPIC
127
White Pine Investment Company
Michigan
$4.69M -$9.55K -186 -0.2%
GAM
128
Griffin Asset Management
New York
$4.68M +$863K +16,806 +23%
OC
129
Oppenheimer & Co
New York
$4.65M +$314K +6,114 +7%
AC
130
AlphaCore Capital
California
$4.64M +$4.58M +89,273 New
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$4.6M -$7.46M -145,342 -62%
Truist Financial
132
Truist Financial
North Carolina
$4.55M -$257K -5,001 -5%
IAN
133
Integrated Advisors Network
Texas
$4.54M -$1.96M -38,166 -30%
MWA
134
Mills Wealth Advisors
Texas
$4.52M +$419K +8,157 +10%
UCFA
135
United Capital Financial Advisors
Texas
$4.44M -$12.1K -236 -0.3%
SAM
136
Stansberry Asset Management
Texas
$4.39M +$4.34M +84,520 New
TA
137
TKG Advisors
Indiana
$4.34M -$75K -1,461 -2%
EFS
138
Essex Financial Services
Connecticut
$4.31M +$366K +7,125 +9%
SIC
139
Salem Investment Counselors
North Carolina
$4.3M +$706K +13,758 +20%
CAM
140
Congress Asset Management
Massachusetts
$4.29M -$135K -2,627 -3%
SW
141
SMART Wealth
Nebraska
$4.22M +$147K +2,863 +4%
1NWS
142
1 North Wealth Services
Maryland
$4.2M -$709K -13,802 -15%
5SA
143
5th Street Advisors
Connecticut
$4.17M +$4.12M +80,302 New
TC
144
TownSquare Capital
Utah
$4.17M +$3.84M +74,795 +1,379%
SW
145
SteelPeak Wealth
California
$4.12M +$435K +8,469 +12%
MWM
146
MGB Wealth Management
Texas
$3.98M +$896K +17,443 +29%
CA
147
Continental Advisors
Utah
$3.93M -$359K -7,000 -8%
SPC
148
Sigma Planning Corp
Michigan
$3.93M +$1.23M +23,964 +46%
MFA
149
Mayflower Financial Advisors
Massachusetts
$3.88M +$202K +3,937 +6%
GI
150
GAMCO Investors
Connecticut
$3.83M +$2.84M +55,300 +299%

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.