AMLP icon

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.

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
1
Hilton Capital Management
New York
$31.6M
2
AIM
2
Allen Investment Management
New York
$86.9M
3
EWA
3
EP Wealth Advisors
California
$24.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$111M
5
SERBOO
5
School Employees Retirement Board of Ohio
Ohio
$14.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
VF
2
Virtu Financial
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$122M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
FAT
5
First American Trust
California
$18.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$579M 12,295,205 +109,074 +0.9%
Goldman Sachs
2
Goldman Sachs
New York
$364M 7,717,080 +171,548 +2%
Bank of America
3
Bank of America
North Carolina
$334M 7,078,747 +220,413 +3%
Wells Fargo
4
Wells Fargo
California
$249M 5,276,022 -9,379 -0.2%
UBS Group
5
UBS Group
Switzerland
$122M 2,598,923 -173,341 -6%
LPL Financial
6
LPL Financial
California
$113M 2,399,962 +275,254 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$111M 2,350,726 +343,291 +17%
Creative Planning
8
Creative Planning
Kansas
$110M 2,332,881 -13,650 -0.6%
AIM
9
Allen Investment Management
New York
$86.9M 1,844,785 +529,343 +40%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$85.5M 1,813,803 -6,371 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$81M 1,719,444 +24,289 +1%
Ameriprise
12
Ameriprise
Minnesota
$58.9M 1,250,211 +61,040 +5%
RA
13
Rational Advisors
New York
$58.8M 1,248,180 -33,496 -3%
Stifel Financial
14
Stifel Financial
Missouri
$50.5M 1,071,786 -78,219 -7%
RJA
15
Raymond James & Associates
Florida
$50M 1,061,519 +24,674 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.2M 1,022,324 +51,513 +5%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$48.1M 1,021,142 -5,901 -0.6%
SI
18
Stephens Inc
Arkansas
$46.4M 984,226 +26,882 +3%
NW
19
Naviter Wealth
Arkansas
$41.3M 877,080 +108,804 +14%
HighTower Advisors
20
HighTower Advisors
Illinois
$41.1M 872,018 +83,961 +11%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$40.7M 864,437 -84,489 -9%
Deutsche Bank
22
Deutsche Bank
Germany
$33.3M 705,545 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$32.3M 685,962 +20,243 +3%
HCM
24
Hilton Capital Management
New York
$31.6M 669,674 +669,674 New
Osaic Holdings
25
Osaic Holdings
Arizona
$30.8M 652,570 -21,244 -3%
1
2 3 4 5