We are live on ! Find out more
AMLP icon

Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
151
Mesirow Financial Investment Management
Illinois
$2.78M +$78.1K +1,672 +3%
HW
152
Hancock Whitney
Mississippi
$2.78M +$435K +9,313 +19%
FCH
153
Freestone Capital Holdings
Washington
$2.76M +$241K +5,163 +10%
PHS
154
Pekin Hardy Strauss
Illinois
$2.75M -$32.2K -690 -1%
CPIG
155
Chicago Partners Investment Group
Illinois
$2.7M -$118K -2,515 -4%
HKAM
156
Horizon Kinetics Asset Management
New York
$2.66M +$112K +2,391 +5%
SWA
157
Stratos Wealth Advisors
Ohio
$2.66M +$2.59M +55,348 New
AWS
158
Atria Wealth Solutions
New York
$2.66M +$489K +10,461 +23%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$2.65M +$1.42M +30,437 +123%
WIA
160
World Investment Advisors
California
$2.64M +$19K +406 +0.7%
CCMW
161
Cypress Capital Management (Wyoming)
Wyoming
$2.61M -$7.43K -159 -0.3%
CFP
162
Cascade Financial Partners
California
$2.58M -$16.5K -353 -0.7%
DC
163
Davenport & Co
Virginia
$2.53M +$30.6K +655 +1%
BCM
164
Beaumont Capital Management
Massachusetts
$2.53M +$2.46M +52,752 New
LSPW
165
Lake Street Private Wealth
Illinois
$2.51M +$62.2K +1,332 +3%
RVPG
166
Relative Value Partners Group
$2.51M +$2.45M +52,397 New
SC
167
Sierra Capital
Florida
$2.4M +$245K +5,236 +12%
BI
168
Bramshill Investments
Florida
$2.37M +$92.2K +1,974 +4%
BG
169
Bollard Group
Massachusetts
$2.35M +$43K +920 +2%
MWM
170
MGB Wealth Management
Texas
$2.33M +$415K +8,885 +23%
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.3M +$34.5K +739 +2%
GAM
172
Griffin Asset Management
New York
$2.29M +$800K +17,122 +56%
FRA
173
FFG Retirement Advisors
Colorado
$2.25M +$884K +18,919 +67%
PWM
174
Perigon Wealth Management
California
$2.23M +$488K +10,451 +29%
AI
175
ArchPoint Investors
Florida
$2.22M -$88K -1,883 -4%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.