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Alerian MLP ETF

647 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 298 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 178

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

1% more funds holding

Funds holding: 639647 (+8)

5% more capital invested

Capital invested by funds: $3.96B → $4.15B (+$191M)

0.25% more ownership

Funds ownership: 47.1%47.35% (+0.25%)

31% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $16.2M

Holders
647
Holders Change
+8
Holders Change %
+1.25%
% of All Funds
9.34%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
57
Increased
298
Reduced
178
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$585M +$69.8M +1,493,910 +14%
Goldman Sachs
2
Goldman Sachs
New York
$362M -$15M -320,047 -4%
Bank of America
3
Bank of America
North Carolina
$329M +$30M +642,075 +10%
Wells Fargo
4
Wells Fargo
California
$254M -$2.87M -61,488 -1%
UBS Group
5
UBS Group
Switzerland
$133M +$2.87M +61,423 +2%
Creative Planning
6
Creative Planning
Kansas
$113M -$2.07M -44,268 -2%
LPL Financial
7
LPL Financial
California
$102M +$8.12M +173,805 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$96.3M +$12.7M +272,696 +16%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$87.3M -$4.33M -92,676 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$81.3M +$3.39M +72,618 +4%
AIM
11
Allen Investment Management
New York
$63.1M +$8.83M +188,980 +17%
RA
12
Rational Advisors
New York
$61.5M -$4.17M -89,250 -7%
Ameriprise
13
Ameriprise
Minnesota
$57.1M +$8.8M +188,230 +19%
Stifel Financial
14
Stifel Financial
Missouri
$55.2M +$6.93M +148,233 +15%
RJA
15
Raymond James & Associates
Florida
$49.7M -$18.7M -400,653 -28%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$49.3M -$1.89M -40,409 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$46.6M +$3.26M +69,671 +8%
SI
18
Stephens Inc
Arkansas
$45.9M +$1.02M +21,860 +2%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$45.3M -$1.49M -31,910 -3%
OPAM
20
Ocean Park Asset Management
California
$44.7M
HighTower Advisors
21
HighTower Advisors
Illinois
$37.8M +$787K +16,834 +2%
NW
22
Naviter Wealth
Arkansas
$36.9M +$7.87M +168,369 +28%
Deutsche Bank
23
Deutsche Bank
Germany
$33.9M -$4.5M -96,281 -12%
Osaic Holdings
24
Osaic Holdings
Arizona
$32.3M -$6.13M -131,147 -16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$31.9M -$398K -8,517 -1%

AMLP Hedge Fund Activity: Q2 2024 in Review

647 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q2 2024, worth a combined $4.15B — up 4.8% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMLP positions and 40 closed out — a net gain of 17 holders — while 298 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was JP Morgan Chase, cutting an estimated $26.7M.

  • 647 institutional investors held Alerian MLP ETF (AMLP) as of Q2 2024, up from 639 in Q1 2024.
  • Funds reported $4.15B of Alerian MLP ETF stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 57 funds opened new Alerian MLP ETF positions in Q2 2024 and 40 closed out, a net change of +17 holders.
  • The largest Alerian MLP ETF buyer in Q2 2024 was Morgan Stanley, an estimated $69.8M added.
  • The largest Alerian MLP ETF seller in Q2 2024 was JP Morgan Chase, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.