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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
151
Hancock Whitney
Mississippi
$2.78M +$447K +9,313 +19%
FCH
152
Freestone Capital Holdings
Washington
$2.76M +$248K +5,163 +10%
PHS
153
Pekin Hardy Strauss
Illinois
$2.75M -$33.1K -690 -1%
CPIG
154
Chicago Partners Investment Group
Illinois
$2.7M -$122K -2,515 -4%
HKAM
155
Horizon Kinetics Asset Management
New York
$2.66M +$115K +2,391 +5%
SWA
156
Stratos Wealth Advisors
Ohio
$2.66M +$2.66M +55,348 New
AWS
157
Atria Wealth Solutions
New York
$2.66M +$502K +10,461 +23%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$2.65M +$1.46M +30,437 +123%
WIA
159
World Investment Advisors
California
$2.64M +$19.5K +406 +0.7%
CCMW
160
Cypress Capital Management (Wyoming)
Wyoming
$2.61M -$7.63K -159 -0.3%
CFP
161
Cascade Financial Partners
California
$2.58M -$16.9K -353 -0.7%
DC
162
Davenport & Co
Virginia
$2.53M +$31.4K +655 +1%
BCM
163
Beaumont Capital Management
Massachusetts
$2.53M +$2.53M +52,752 New
LSPW
164
Lake Street Private Wealth
Illinois
$2.51M +$63.9K +1,332 +3%
RVPG
165
Relative Value Partners Group
$2.51M +$2.51M +52,397 New
SC
166
Sierra Capital
Florida
$2.4M +$251K +5,236 +12%
BI
167
Bramshill Investments
Florida
$2.37M +$94.7K +1,974 +4%
BG
168
Bollard Group
Massachusetts
$2.36M +$44.1K +920 +2%
MWM
169
MGB Wealth Management
Texas
$2.33M +$430K +8,885 +23%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.3M +$35.5K +739 +2%
GAM
171
Griffin Asset Management
New York
$2.29M +$822K +17,122 +56%
FRA
172
FFG Retirement Advisors
Colorado
$2.25M +$908K +18,919 +67%
PWM
173
Perigon Wealth Management
California
$2.23M +$501K +10,451 +29%
AI
174
ArchPoint Investors
Florida
$2.22M -$90.3K -1,883 -4%
ST
175
Sageworth Trust
Pennsylvania
$2.2M – – –
5 6
7
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