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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$2.72M +$101K +2,140 +4%
HKAM
152
Horizon Kinetics Asset Management
New York
$2.72M +$105K +2,230 +4%
SIA
153
Schechter Investment Advisors
Michigan
$2.72M -$98.2K -2,076 -3%
SW
154
SteelPeak Wealth
California
$2.7M +$2.03M +42,876 +299%
PHS
155
Pekin Hardy Strauss
Illinois
$2.69M -$13K -275 -0.5%
SWA
156
Stratos Wealth Advisors
Ohio
$2.69M +$77K +1,627 +3%
FCH
157
Freestone Capital Holdings
Washington
$2.67M -$40.6K -859 -1%
FAIM
158
Financial Advocates Investment Management
Washington
$2.63M -$974K -20,597 -27%
WIA
159
World Investment Advisors
California
$2.6M +$16.1K +340 +0.6%
WSFS
160
Wilmington Savings Fund Society
Delaware
$2.59M +$2.6M +55,000 New
CCMW
161
Cypress Capital Management (Wyoming)
Wyoming
$2.58M +$19.2K +406 +0.7%
ACG
162
Allen Capital Group
Nebraska
$2.56M -$244K -5,164 -9%
CA
163
Continuum Advisory
Idaho
$2.55M +$1.01M +21,398 +66%
MCM
164
Mainstay Capital Management
Michigan
$2.54M +$2.55M +53,901 New
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$2.54M -$66K -1,395 -3%
TL
166
Tradewinds LLC
North Carolina
$2.51M +$417K +8,815 +20%
JP Morgan Chase
167
JP Morgan Chase
New York
$2.51M -$2.74M -57,829 -52%
LSPW
168
Lake Street Private Wealth
Illinois
$2.5M +$35.3K +747 +1%
CFP
169
Cascade Financial Partners
California
$2.5M -$23.6K -500 -0.9%
GAM
170
Griffin Asset Management
New York
$2.4M +$148K +3,119 +7%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$2.37M +$985K +20,836 +71%
BG
172
Bollard Group
Massachusetts
$2.36M +$45.8K +968 +2%
SIAP
173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.3M +$37.9K +801 +2%
MWM
174
MGB Wealth Management
Texas
$2.29M +$22.4K +473 +1%
BPA
175
Beacon Pointe Advisors
California
$2.28M +$363K +7,666 +19%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.