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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
151
Mayflower Financial Advisors
Massachusetts
$2.67M +$328K +7,299 +15%
WIA
152
World Investment Advisors
California
$2.59M +$502K +11,180 +26%
CCMW
153
Cypress Capital Management (Wyoming)
Wyoming
$2.59M +$27.3K +608 +1%
HKAM
154
Horizon Kinetics Asset Management
New York
$2.52M -$2.18M -48,594 -48%
CFP
155
Cascade Financial Partners
California
$2.52M +$2.44M +54,223 New
FCH
156
Freestone Capital Holdings
Washington
$2.49M +$18.6K +414 +0.8%
DC
157
Davenport & Co
Virginia
$2.47M +$124K +2,756 +6%
LSPW
158
Lake Street Private Wealth
Illinois
$2.42M +$46.5K +1,036 +2%
NL
159
NVWM LLC
Pennsylvania
$2.38M -$56.7K -1,263 -2%
AIC
160
Anthracite Investment Company
Texas
$2.37M +$1.57M +35,000 +233%
CF
161
Centaurus Financial
California
$2.31M +$1.57M +35,014 +257%
HW
162
Hancock Whitney
Mississippi
$2.31M -$964K -21,464 -31%
AI
163
ArchPoint Investors
Florida
$2.29M +$2.6K +58 +0.1%
BG
164
Bollard Group
Massachusetts
$2.29M +$40.4K +899 +2%
SW
165
SMART Wealth
Nebraska
$2.25M +$2.13M +47,474 New
BI
166
Bramshill Investments
Florida
$2.25M
SIAP
167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.24M +$4K +89 +0.2%
AWM
168
Axxcess Wealth Management
California
$2.23M +$182K +4,049 +9%
EIP
169
Easterly Investment Partners
Massachusetts
$2.21M -$45 -1 -0%
TAM
170
Tocqueville Asset Management
New York
$2.18M -$126K -2,810 -6%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$2.18M +$2.06M +45,953 New
ST
172
Sageworth Trust
Pennsylvania
$2.18M
BJL
173
Brighton Jones LLC
Washington
$2.17M -$874K -19,462 -30%
Invesco
174
Invesco
Georgia
$2.17M -$68.5K -1,525 -3%
AWS
175
Atria Wealth Solutions
New York
$2.13M +$52.8K +1,175 +3%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.