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Alerian MLP ETF

653 hedge funds and large institutions have $4.22B invested in Alerian MLP ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 303 increasing their positions, 169 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 169

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

2% more capital invested

Capital invested by funds: $4.15B → $4.22B (+$64.2M)

1% more funds holding

Funds holding: 647653 (+6)

0.7% more ownership

Funds ownership: 47.35%48.05% (+0.7%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

20% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $19.2M

Holders
653
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
9.38%
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
169
Closed
42
Calls
$15.3M
Puts
$19.2M
Net Calls
-$3.89M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$1.77M -$351K -7,430 -17%
AAS
202
Avantax Advisory Services
Texas
$1.77M +$229K +4,836 +15%
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$1.76M -$1.79M -37,947 -50%
FT
204
Fiduciary Trust
Massachusetts
$1.74M +$442K +9,343 +34%
QCM
205
Quantinno Capital Management
New York
$1.73M +$1.73M +36,675 New
EIP
206
Easterly Investment Partners
Massachusetts
$1.73M
PWM
207
Perigon Wealth Management
California
$1.73M -$469K -9,924 -21%
SIC
208
Samalin Investment Counsel
New York
$1.73M +$565K +11,948 +48%
FFS
209
Founders Financial Securities
Maryland
$1.72M -$59.5K -1,257 -3%
SWP
210
Stratos Wealth Partners
Ohio
$1.7M -$52.2K -1,103 -3%
Renaissance Technologies
211
Renaissance Technologies
New York
$1.69M +$1.47M +31,000 +633%
FA
212
Fortis Advisors
Pennsylvania
$1.69M +$35.2K +744 +2%
ACP
213
Aviance Capital Partners
Florida
$1.66M +$8.32K +176 +0.5%
AWM
214
Axxcess Wealth Management
California
$1.65M +$40.4K +854 +3%
RJT
215
Raymond James Trust
Florida
$1.62M -$400K -8,459 -20%
PWA
216
Primoris Wealth Advisors
Florida
$1.62M -$333K -7,031 -17%
PP
217
Patten & Patten
Tennessee
$1.6M +$23.6K +500 +1%
AI
218
AXS Investments
New York
$1.59M -$444K -9,386 -22%
PFT
219
Providence First Trust
Arizona
$1.59M
Fidelity Investments
220
Fidelity Investments
Massachusetts
$1.55M +$288K +6,082 +23%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$1.54M +$222K +4,691 +17%
PIWA
222
Prevail Innovative Wealth Advisors
Kansas
$1.52M +$761K +16,096 +99%
BIP
223
Blueprint Investment Partners
North Carolina
$1.52M -$13.6K -288 -0.9%
BTI
224
Blue Trust Inc
Georgia
$1.51M +$963K +20,370 +182%
HWA
225
HCR Wealth Advisors
California
$1.5M +$60.6K +1,282 +4%

AMLP Hedge Fund Activity: Q3 2024 in Review

653 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q3 2024, worth a combined $4.22B — up 1.5% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new AMLP positions and 42 closed out — a net gain of 16 holders — while 303 added to existing stakes and 169 trimmed.

The largest buyer was Hilton Capital Management, opening a new position worth an estimated $31.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $44.7M sold.

  • 653 institutional investors held Alerian MLP ETF (AMLP) as of Q3 2024, up from 647 in Q2 2024.
  • Funds reported $4.22B of Alerian MLP ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 58 funds opened new Alerian MLP ETF positions in Q3 2024 and 42 closed out, a net change of +16 holders.
  • The largest Alerian MLP ETF buyer in Q3 2024 was Hilton Capital Management, an estimated $31.7M added.
  • The largest Alerian MLP ETF seller in Q3 2024 was Ocean Park Asset Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2024.