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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$585M
2
Bank of America
Bank of America
North Carolina
$329M
3
US Bancorp
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.33M
2
RJA
Raymond James & Associates
Florida
$49.7M
3
HCM
Hilton Capital Management
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Flaharty Asset Management
Florida
$1.73M -$28K -583 -2%
AWA
202
Arete Wealth Advisors
Illinois
$1.73M +$61.1K +1,274 +4%
RCM
203
Regency Capital Management
Hawaii
$1.72M +$1.72M +35,875 New
FA
204
Fortis Advisors
Pennsylvania
$1.68M +$33.5K +698 +2%
ACP
205
Aviance Capital Partners
Florida
$1.68M +$53K +1,104 +3%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$1.68M +$1.18M +24,582 +235%
AWM
207
Axxcess Wealth Management
California
$1.63M -$622K -12,962 -28%
PFT
208
Providence First Trust
Arizona
$1.62M +$120K +2,500 +8%
WA
209
Wealthstar Advisors
Texas
$1.61M +$1.61M +33,621 New
PP
210
Patten & Patten
Tennessee
$1.61M -$31.7K -660 -2%
AAS
211
Avantax Advisory Services
Texas
$1.57M +$136K +2,836 +10%
BIP
212
Blueprint Investment Partners
North Carolina
$1.56M +$1.56M +32,512 New
SPL
213
Smart Portfolios LLC
Washington
$1.56M +$1.56M +32,466 New
CA
214
Continuum Advisory
Idaho
$1.55M +$6.57K +137 +0.4%
EH
215
Equitable Holdings
New York
$1.52M +$1.09M +22,764 +254%
HWM
216
HFG Wealth Management
Texas
$1.49M +$69.6K +1,450 +5%
PTC
217
Private Trust Company
Ohio
$1.48M +$150K +3,126 +11%
BCM
218
Brookstone Capital Management
Illinois
$1.48M -$354K -7,252 -19%
NL
219
NVWM LLC
Pennsylvania
$1.47M -$929K -19,358 -39%
HWA
220
HCR Wealth Advisors
California
$1.47M +$244K +5,087 +20%
SM
221
Southport Management
Wyoming
$1.46M – – –
MWM
222
Moran Wealth Management
Florida
$1.45M -$106K -2,206 -7%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$1.42M +$1.09M +22,793 +339%
APW
224
Aurora Private Wealth
New Jersey
$1.4M +$9.98K +208 +0.7%
AGA
225
Arkos Global Advisors
Texas
$1.39M – – –
7 8
9
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