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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
151
Mesirow Financial Investment Management
Illinois
$3.83M +$254K +4,944 +7%
SCM
152
SCS Capital Management
Massachusetts
$3.77M +$3.73M +72,608 New
SIAP
153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.73M +$676K +13,169 +22%
JWCA
154
J.W. Cole Advisors
Florida
$3.6M +$1.19M +23,218 +50%
AWM
155
Apollon Wealth Management
South Carolina
$3.58M -$620K -12,083 -15%
BAM
156
Belpointe Asset Management
Nevada
$3.56M +$2.62M +51,113 +292%
TL
157
Tradewinds LLC
North Carolina
$3.53M +$277K +5,391 +9%
AAM
158
Advisors Asset Management
Colorado
$3.5M +$1.77M +34,457 +104%
GSC
159
G&S Capital
Colorado
$3.42M -$106K -2,069 -3%
GSWA
160
Good Steward Wealth Advisors
Tennessee
$3.41M +$3.37M +65,704 New
HW
161
Hancock Whitney
Mississippi
$3.32M +$225K +4,381 +7%
Brown Advisory
162
Brown Advisory
Maryland
$3.3M +$2.43M +47,278 +290%
CPIG
163
Chicago Partners Investment Group
Illinois
$3.29M +$345K +6,711 +11%
BIM
164
Bullseye Investment Management
Ohio
$3.26M +$294K +5,722 +10%
BCP
165
Berkeley Capital Partners
Georgia
$3.23M +$10.6K +206 +0.3%
HWA
166
Heartwood Wealth Advisors
Virginia
$3.22M +$69.5K +1,353 +2%
HKAM
167
Horizon Kinetics Asset Management
New York
$3.19M +$14K +273 +0.4%
ACG
168
Allen Capital Group
Nebraska
$3.16M +$236K +4,593 +8%
AWS
169
Atria Wealth Solutions
New York
$3.12M +$1.12M +21,772 +57%
JIP
170
Jaffetilchin Investment Partners
Florida
$3.09M -$281K -5,470 -8%
FCH
171
Freestone Capital Holdings
Washington
$3.04M +$93.3K +1,818 +3%
FAM
172
Forte Asset Management
New York
$3.03M +$50.8K +990 +2%
FAIM
173
Financial Advocates Investment Management
Washington
$3.02M -$63.8K -1,243 -2%
SWM
174
Sculati Wealth Management
Michigan
$3.01M +$18K +351 +0.6%
BPA
175
Beacon Pointe Advisors
California
$3.01M +$110K +2,148 +4%

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.