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Alerian MLP ETF

737 hedge funds and large institutions have $5.19B invested in Alerian MLP ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 340 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 185

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

13% more capital invested

Capital invested by funds: $4.6B → $5.19B (+$588M)

2% more funds holding

Funds holding: 720737 (+17)

0.58% more ownership

Funds ownership: 47.78%48.37% (+0.58%)

64% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $57.4M

Holders
737
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.88%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.42%
New
90
Increased
340
Reduced
185
Closed
58
Calls
$20.6M
Puts
$57.4M
Net Calls
-$36.8M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$790M +$51.9M +1,011,239 +7%
Bank of America
2
Bank of America
North Carolina
$436M +$8.37M +163,072 +2%
Goldman Sachs
3
Goldman Sachs
New York
$381M +$431K +8,396 +0.1%
Wells Fargo
4
Wells Fargo
California
$367M +$39.1M +762,352 +12%
UBS Group
5
UBS Group
Switzerland
$176M +$31.8M +619,486 +22%
LPL Financial
6
LPL Financial
California
$168M +$22.5M +437,947 +16%
AIM
7
Allen Investment Management
New York
$160M +$38M +740,605 +32%
Raymond James Financial
8
Raymond James Financial
Florida
$133M +$20.6M +401,133 +19%
Creative Planning
9
Creative Planning
Kansas
$118M -$1.51M -29,470 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$93.7M -$540K -10,515 -0.6%
Ameriprise
11
Ameriprise
Minnesota
$71.3M +$150K +2,931 +0.2%
NW
12
Naviter Wealth
Arkansas
$58.1M +$2.25M +43,833 +4%
Stifel Financial
13
Stifel Financial
Missouri
$57.6M +$913K +17,782 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$57.1M -$16.1M -314,508 -22%
SI
15
Stephens Inc
Arkansas
$55.2M -$822K -16,009 -1%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$48.6M -$346K -6,748 -0.7%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$47.2M -$117K -2,285 -0.3%
HighTower Advisors
18
HighTower Advisors
Illinois
$45.8M -$3.14M -61,103 -6%
Deutsche Bank
19
Deutsche Bank
Germany
$36.6M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$36.6M +$1.56M +30,328 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$35.1M -$19.5K -379 -0.1%
US Bancorp
22
US Bancorp
Minnesota
$29.4M +$11.2M +217,939 +63%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$28M +$7.92M +154,320 +40%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$27.7M +$7.46M +145,265 +37%
EWA
25
EP Wealth Advisors
California
$27.6M +$366K +7,124 +1%

AMLP Hedge Fund Activity: Q1 2025 in Review

737 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2025, worth a combined $5.19B — up 13% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMLP positions and 58 closed out — a net gain of 32 holders — while 340 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $53.8M sold.

  • 737 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2025, up from 720 in Q4 2024.
  • Funds reported $5.19B of Alerian MLP ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 90 funds opened new Alerian MLP ETF positions in Q1 2025 and 58 closed out, a net change of +32 holders.
  • The largest Alerian MLP ETF buyer in Q1 2025 was Morgan Stanley, an estimated $51.9M added.
  • The largest Alerian MLP ETF seller in Q1 2025 was Rational Advisors, an estimated $53.8M sold.

Based on aggregated 13F filings for Q1 2025.