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Alerian MLP ETF
AMLP

Overview Fund Activity

652 hedge funds and large institutions have $4.21B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+7
Holders Change %
+1.09%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
58
Increased
303
Reduced
168
Closed
41
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M

Top Buyers

1
HCM
Hilton Capital Management
New York
+$31.6M
2
AIM
Allen Investment Management
New York
+$24.9M
3
EWA
EP Wealth Advisors
California
+$23.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$14.6M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$44.7M
2
VF
Virtu Financial
New York
-$9.8M
3
UBS Group
UBS Group
Switzerland
-$8.17M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$6.81M
5
FAT
First American Trust
California
-$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
201
Avantax Advisory Services
Texas
$1.77M +$228K +4,836 +15%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$1.76M -$1.79M -37,947 -50%
FT
203
Fiduciary Trust
Massachusetts
$1.74M +$440K +9,343 +34%
QCM
204
Quantinno Capital Management
New York
$1.73M +$1.73M +36,675 New
EIP
205
Easterly Investment Partners
Massachusetts
$1.73M – – –
PWM
206
Perigon Wealth Management
California
$1.73M -$468K -9,924 -21%
SIC
207
Samalin Investment Counsel
New York
$1.73M +$563K +11,948 +48%
FFS
208
Founders Financial Securities
Maryland
$1.72M -$59.2K -1,257 -3%
SWP
209
Stratos Wealth Partners
Ohio
$1.7M -$52K -1,103 -3%
Renaissance Technologies
210
Renaissance Technologies
New York
$1.69M +$1.46M +31,000 +633%
FA
211
Fortis Advisors
Pennsylvania
$1.69M +$35.1K +744 +2%
ACP
212
Aviance Capital Partners
Florida
$1.66M +$8.3K +176 +0.5%
AWM
213
Axxcess Wealth Management
California
$1.65M +$40.2K +854 +3%
RJT
214
Raymond James Trust
Florida
$1.62M -$399K -8,459 -20%
PWA
215
Primoris Wealth Advisors
Florida
$1.62M -$331K -7,031 -17%
PP
216
Patten & Patten
Tennessee
$1.6M +$23.6K +500 +1%
AI
217
AXS Investments
New York
$1.59M -$442K -9,386 -22%
PFT
218
Providence First Trust
Arizona
$1.59M – – –
Fidelity Investments
219
Fidelity Investments
Massachusetts
$1.55M +$287K +6,082 +23%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$1.54M +$221K +4,691 +17%
PIWA
221
Prevail Innovative Wealth Advisors
Kansas
$1.52M +$759K +16,096 +99%
BIP
222
Blueprint Investment Partners
North Carolina
$1.52M -$13.6K -288 -0.9%
BTI
223
Blue Trust Inc
Georgia
$1.51M +$977K +20,370 +182%
HWA
224
HCR Wealth Advisors
California
$1.5M +$60.4K +1,282 +4%
HWM
225
HFG Wealth Management
Texas
$1.49M – – –
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9
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