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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
$31.6M
2
AIM
Allen Investment Management
New York
$86.9M
3
EWA
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
VF
Virtu Financial
New York
$0
3
UBS Group
UBS Group
Switzerland
$122M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
First American Trust
California
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
151
Horizon Kinetics Asset Management
New York
$2.72M +$105K +2,230 +4%
SIA
152
Schechter Investment Advisors
Michigan
$2.72M -$97.8K -2,076 -3%
SW
153
SteelPeak Wealth
California
$2.7M +$2.02M +42,876 +299%
PHS
154
Pekin Hardy Strauss
Illinois
$2.69M -$13K -275 -0.5%
SWA
155
Stratos Wealth Advisors
Ohio
$2.69M +$76.7K +1,627 +3%
FCH
156
Freestone Capital Holdings
Washington
$2.67M -$40.5K -859 -1%
FAIM
157
Financial Advocates Investment Management
Washington
$2.63M -$971K -20,597 -27%
WIA
158
World Investment Advisors
California
$2.6M +$16K +340 +0.6%
WSFS
159
Wilmington Savings Fund Society
Delaware
$2.59M +$2.59M +55,000 New
CCMW
160
Cypress Capital Management (Wyoming)
Wyoming
$2.58M +$19.1K +406 +0.7%
ACG
161
Allen Capital Group
Nebraska
$2.56M -$243K -5,164 -9%
CA
162
Continuum Advisory
Idaho
$2.55M +$1.02M +21,398 +66%
MCM
163
Mainstay Capital Management
Michigan
$2.54M +$2.54M +53,901 New
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$2.54M -$65.7K -1,395 -3%
TL
165
Tradewinds LLC
North Carolina
$2.51M +$415K +8,815 +20%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$2.51M -$2.73M -57,829 -52%
LSPW
167
Lake Street Private Wealth
Illinois
$2.5M +$35.2K +747 +1%
CFP
168
Cascade Financial Partners
California
$2.5M -$23.4K -500 -0.9%
GAM
169
Griffin Asset Management
New York
$2.4M +$147K +3,119 +7%
Jones Financial Companies
170
Jones Financial Companies
Missouri
$2.37M +$979K +20,836 +71%
BG
171
Bollard Group
Massachusetts
$2.36M +$45.6K +968 +2%
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.3M +$37.8K +801 +2%
MWM
173
MGB Wealth Management
Texas
$2.29M +$22.3K +473 +1%
BPA
174
Beacon Pointe Advisors
California
$2.28M +$361K +7,666 +19%
AWS
175
Atria Wealth Solutions
New York
$2.28M -$329K -6,988 -13%
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