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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
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$3.01M +$422K +8,223 +17%
RIA
177
Regal Investment Advisors
Michigan
$3M +$1.5M +29,311 +103%
GIP
178
Greatmark Investment Partners
Georgia
$2.98M
AAS
179
Avantax Advisory Services
Texas
$2.95M +$405K +7,895 +16%
FRA
180
FFG Retirement Advisors
Colorado
$2.91M +$447K +8,703 +18%
WSFS
181
Wilmington Savings Fund Society
Delaware
$2.9M
TF
182
Trek Financial
Arizona
$2.85M +$544K +10,604 +24%
JIC
183
Johnson Investment Counsel
Ohio
$2.84M +$25.7K +500 +0.9%
CA
184
Continuum Advisory
Idaho
$2.83M +$32.3K +630 +1%
MCM
185
Mainstay Capital Management
Michigan
$2.82M -$18.9K -369 -0.7%
SA
186
SAM Advisors
California
$2.82M -$6.06K -118 -0.2%
VAG
187
VisionPoint Advisory Group
Texas
$2.75M -$142K -2,772 -5%
JHCP
188
Jackson Hole Capital Partners
Oklahoma
$2.72M +$5.65K +110 +0.2%
CFP
189
Cascade Financial Partners
California
$2.7M -$69.3K -1,349 -3%
PHS
190
Pekin Hardy Strauss
Illinois
$2.69M -$200K -3,888 -7%
PCM
191
Payne Capital Management
New York
$2.69M -$3.7K -72 -0.1%
CCMW
192
Cypress Capital Management (Wyoming)
Wyoming
$2.66M -$70.6K -1,375 -3%
BTI
193
Blue Trust Inc
Georgia
$2.65M +$741K +14,431 +39%
HH
194
Hilltop Holdings
Texas
$2.62M +$427K +8,315 +20%
WCM
195
WealthBridge Capital Management
Ohio
$2.59M +$58.7K +1,143 +2%
WANY
196
Wealthspire Advisors (New York)
New York
$2.59M -$1.54M -29,959 -38%
SCP
197
Stamos Capital Partners
California
$2.56M +$390K +7,603 +18%
EH
198
Equitable Holdings
New York
$2.53M +$312K +6,081 +14%
AFG
199
Atomi Financial Group
New York
$2.52M +$1.58M +30,700 +172%
SIM
200
Sterling Investment Management
Arizona
$2.5M +$878K +17,092 +55%

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.