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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Prosperity Capital Advisors
Ohio
$1.59M +$392K +8,721 +35%
MWM
202
Moran Wealth Management
Florida
$1.54M -$901K -20,055 -38%
WJWM
203
Williams Jones Wealth Management
New York
$1.52M +$266K +5,930 +23%
AM
204
Ares Management
California
$1.52M
CA
205
Continuum Advisory
Idaho
$1.51M -$1.06M -23,545 -42%
PFT
206
Providence First Trust
Arizona
$1.48M +$106K +2,350 +8%
GAM
207
Griffin Asset Management
New York
$1.46M +$104K +2,312 +8%
SFS
208
Starfox Financial Services
Texas
$1.46M +$500K +11,133 +54%
SM
209
Southport Management
Wyoming
$1.45M
GWANC
210
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.45M -$70.1K -1,560 -5%
AAS
211
Avantax Advisory Services
Texas
$1.41M +$234K +5,207 +21%
HWM
212
HFG Wealth Management
Texas
$1.4M -$26.9M -598,299 -95%
FTUS
213
Flow Traders U.S.
New York
$1.4M +$1.32M +29,431 New
WAM
214
Wakefield Asset Management
Colorado
$1.39M +$33.9K +755 +3%
APW
215
Aurora Private Wealth
New Jersey
$1.38M +$14.7K +328 +1%
AGA
216
Arkos Global Advisors
Texas
$1.37M
PWA
217
Primoris Wealth Advisors
Florida
$1.36M +$332K +7,399 +34%
YIH
218
Y-Intercept (HK)
Hong Kong
$1.36M +$810K +18,033 +171%
DP
219
Dearborn Partners
Illinois
$1.34M -$20.2K -450 -2%
GGA
220
Granite Group Advisors
Connecticut
$1.33M
FRA
221
FFG Retirement Advisors
Colorado
$1.33M +$57K +1,268 +5%
AP
222
Americana Partners
Texas
$1.32M +$898K +20,000 +253%
PTC
223
Private Trust Company
Ohio
$1.31M +$278K +6,198 +29%
FT
224
Fiduciary Trust
Massachusetts
$1.31M -$33.2K -738 -3%
SF
225
Synovus Financial
Georgia
$1.29M +$72.8K +1,621 +6%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.