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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
Morgan Stanley
1
Morgan Stanley
New York
$579M +$5.16M +109,074 +0.9%
Goldman Sachs
2
Goldman Sachs
New York
$364M +$8.11M +171,548 +2%
Bank of America
3
Bank of America
North Carolina
$334M +$10.4M +220,413 +3%
Wells Fargo
4
Wells Fargo
California
$249M -$444K -9,379 -0.2%
UBS Group
5
UBS Group
Switzerland
$122M -$8.2M -173,341 -6%
LPL Financial
6
LPL Financial
California
$113M +$13M +275,254 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$111M +$16.2M +343,291 +17%
Creative Planning
8
Creative Planning
Kansas
$110M -$646K -13,650 -0.6%
AIM
9
Allen Investment Management
New York
$86.9M +$25M +529,343 +40%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$85.5M -$301K -6,371 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$81M +$1.15M +24,289 +1%
Ameriprise
12
Ameriprise
Minnesota
$58.9M +$2.89M +61,040 +5%
RA
13
Rational Advisors
New York
$58.8M -$1.58M -33,496 -3%
Stifel Financial
14
Stifel Financial
Missouri
$50.5M -$3.7M -78,219 -7%
RJA
15
Raymond James & Associates
Florida
$50M +$1.17M +24,674 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.2M +$2.44M +51,513 +5%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$48.1M -$279K -5,901 -0.6%
SI
18
Stephens Inc
Arkansas
$46.4M +$1.27M +26,882 +3%
NW
19
Naviter Wealth
Arkansas
$41.3M +$5.15M +108,804 +14%
HighTower Advisors
20
HighTower Advisors
Illinois
$41.1M +$3.97M +83,961 +11%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$40.7M -$4M -84,489 -9%
Deutsche Bank
22
Deutsche Bank
Germany
$33.3M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$32.3M +$957K +20,243 +3%
HCM
24
Hilton Capital Management
New York
$31.6M +$31.7M +669,674 New
Osaic Holdings
25
Osaic Holdings
Arizona
$30.8M -$1M -21,244 -3%

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.