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Alerian MLP ETF

720 hedge funds and large institutions have $4.6B invested in Alerian MLP ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 36

81% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 175

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

10% more funds holding

Funds holding: 653720 (+67)

9% more capital invested

Capital invested by funds: $4.22B → $4.6B (+$387M)

0.27% less ownership

Funds ownership: 48.05%47.78% (-0.27%)

69% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $55.7M

Holders
720
Holders Change
+67
Holders Change %
+10.26%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
114
Increased
316
Reduced
175
Closed
36
Calls
$17.5M
Puts
$55.7M
Net Calls
-$38.2M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$3.32M +$49.9K +1,039 +2%
MFIM
152
Mesirow Financial Investment Management
Illinois
$3.31M +$158K +3,288 +5%
GSC
153
G&S Capital
Colorado
$3.27M +$214K +4,456 +7%
TL
154
Tradewinds LLC
North Carolina
$3.26M +$451K +9,385 +18%
FSA
155
Financial Sense Advisors
California
$3.23M +$3.22M +66,966 New
AWM
156
Aprio Wealth Management
Georgia
$3.19M +$952K +19,813 +43%
JP Morgan Chase
157
JP Morgan Chase
New York
$3.14M +$578K +12,026 +23%
JIP
158
Jaffetilchin Investment Partners
Florida
$3.13M +$154K +3,195 +5%
CPIG
159
Chicago Partners Investment Group
Illinois
$3.06M +$190K +3,961 +7%
BCP
160
Berkeley Capital Partners
Georgia
$2.98M +$58.1K +1,209 +2%
HKAM
161
Horizon Kinetics Asset Management
New York
$2.94M +$160K +3,330 +6%
HWA
162
Heartwood Wealth Advisors
Virginia
$2.92M -$27K -562 -0.9%
IECM
163
Intrinsic Edge Capital Management
Illinois
$2.89M
HW
164
Hancock Whitney
Mississippi
$2.87M +$735K +15,290 +35%
FAIM
165
Financial Advocates Investment Management
Washington
$2.86M +$165K +3,441 +6%
MWM
166
MGB Wealth Management
Texas
$2.85M +$503K +10,461 +21%
SIAP
167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.83M +$476K +9,895 +20%
GCM
168
Glaxis Capital Management
Florida
$2.79M +$865K +18,000 +45%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$2.78M +$713K +14,823 +35%
BIM
170
Bullseye Investment Management
Ohio
$2.77M -$4.51M -93,923 -62%
SWM
171
Sculati Wealth Management
Michigan
$2.77M -$88.3K -1,838 -3%
QC
172
Quadrature Capital
United Kingdom
$2.77M +$2.76M +57,433 New
FAM
173
Forte Asset Management
New York
$2.76M -$231K -4,803 -8%
GIP
174
Greatmark Investment Partners
Georgia
$2.76M -$305K -6,350 -10%
FCH
175
Freestone Capital Holdings
Washington
$2.73M -$1.78K -37 -0.1%

AMLP Hedge Fund Activity: Q4 2024 in Review

720 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q4 2024, worth a combined $4.6B — up 9.2% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AMLP positions and 36 closed out — a net gain of 78 holders — while 316 added to existing stakes and 175 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91.1M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $85.5M sold.

  • 720 institutional investors held Alerian MLP ETF (AMLP) as of Q4 2024, up from 653 in Q3 2024.
  • Funds reported $4.6B of Alerian MLP ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 114 funds opened new Alerian MLP ETF positions in Q4 2024 and 36 closed out, a net change of +78 holders.
  • The largest Alerian MLP ETF buyer in Q4 2024 was Morgan Stanley, an estimated $91.1M added.
  • The largest Alerian MLP ETF seller in Q4 2024 was 1832 Asset Management, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2024.