We are live on ! Find out more
AMLP icon

Alerian MLP ETF

730 hedge funds and large institutions have $4.92B invested in Alerian MLP ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 195 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 195

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

2% less capital invested

Capital invested by funds: $5.03B → $4.92B (-$109M)

1% less funds holding

Funds holding: 739730 (-9)

1.86% less ownership

Funds ownership: 49.6%47.74% (-1.9%)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
730
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
9.58%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
65
Increased
348
Reduced
195
Closed
57
Calls
$16.9M
Puts
$19.2M
Net Calls
-$2.33M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
126
Clark Capital Management Group
Pennsylvania
$4.59M +$226K +4,680 +5%
DA
127
Denali Advisors
California
$4.42M -$2.46M -50,940 -35%
5SA
128
5th Street Advisors
Connecticut
$4.42M +$648K +13,391 +17%
HG
129
Herbst Group
Connecticut
$4.32M -$605K -12,504 -12%
WPIC
130
White Pine Investment Company
Michigan
$4.29M +$30.9K +640 +0.7%
VA
131
VestGen Advisors
Illinois
$4.27M +$5.85K +121 +0.1%
OC
132
Oppenheimer & Co
New York
$4.26M -$60.5K -1,251 -1%
Truist Financial
133
Truist Financial
North Carolina
$4.24M +$110K +2,269 +3%
TA
134
TKG Advisors
Indiana
$4.24M +$76.3K +1,578 +2%
IECM
135
Intrinsic Edge Capital Management
Illinois
$4.22M +$484K +10,000 +13%
FSA
136
Financial Sense Advisors
California
$4.17M -$769K -15,894 -15%
SW
137
SteelPeak Wealth
California
$4.14M +$330K +6,833 +8%
PAIM
138
Punch & Associates Investment Management
Minnesota
$4.11M +$6.72K +139 +0.2%
VAG
139
VisionPoint Advisory Group
Texas
$4.1M +$1.64M +33,993 +64%
UCFA
140
United Capital Financial Advisors
Texas
$3.95M -$146K -3,013 -3%
MFA
141
Mayflower Financial Advisors
Massachusetts
$3.94M -$43.7K -903 -1%
MFIM
142
Mesirow Financial Investment Management
Illinois
$3.93M +$1.12M +23,182 +38%
SIC
143
Salem Investment Counselors
North Carolina
$3.92M +$48.1K +995 +1%
CA
144
Continuum Advisory
Idaho
$3.86M +$1.34M +27,773 +51%
WANY
145
Wealthspire Advisors (New York)
New York
$3.85M +$80K +1,654 +2%
LSPW
146
Lake Street Private Wealth
Illinois
$3.8M +$1.44M +29,858 +58%
1NWS
147
1 North Wealth Services
Maryland
$3.73M -$66.7K -1,380 -2%
CL
148
COWA LLC
Oklahoma
$3.7M -$169K -3,490 -4%
AC
149
AlphaCore Capital
California
$3.68M -$625K -12,920 -14%
MWM
150
MGB Wealth Management
Texas
$3.65M -$301K -6,227 -7%