Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALPS ETF TR (AMLP)

802 + Investors. Track Smart Money conviction in AMLP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — AMLP

Based on 809 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
809 hedge funds hold AMLP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

460 buying302 selling
Last quarter: 460 funds were net buyers (113 opened a brand new position + 347 added to an existing one). Only 302 were sellers (224 trimmed + 78 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AMLP position: 74 → 69 → 107 → 113. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
503 out of 809 hedge funds have held AMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

88 → 74 → 69 → 107 → 113 new funds/Q
New funds entering each quarter: 74 → 69 → 107 → 113. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Of 817 current holders: 535 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
29 of 809 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMLP

In 2026 Q1, 460 hedge funds were net buyers of AMLP (113 opened a new position, 347 added to an existing one), while 302 reduced or exited (224 trimmed, 78 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in AMLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 809.

Hedge Fund Ownership: AMLP

How many hedge funds hold AMLP — quarterly history vs. share price
Quarterly hedge fund ownership of AMLP vs. share price

Market Analysis: AMLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMLP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ALPS ETF TR (AMLP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMLP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 59d ago
AMLP
+1.3%
SPY
+16.0%

AMLP outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
AMLP
-3.7%
SPY
+2.1%

Since the filing became public, AMLP outperformed SPY by -5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 13 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: AMLP
802 + Investors

Track Smart Money conviction in AMLP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 802 774 3.62%
13F Shares 113M 110M 3.29%
Total Value $5.85B $5.07B 15.39%
New Positions 112 107 +5
Increased Positions 342 302 +40
Closed Positions 84 59 +25
Reduced Positions 218 241 -23
Total Calls 6 8 -25.0%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 0.83 0.88 Neutral

Statistics: AMLP

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Institutional Holders (2026 Q1)

802 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMLP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of AMLP — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 10.88% 506,822 $26.7M
2 VISTA FINANCE, LLC 9.17% 219,454 $11.6M
3 Naviter Wealth, LLC 8.85% 1,345,764 $70.8M
4 Ball & Co Wealth Management Inc. 6.66% 151,234 $8K
5 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 6.64% 242,427 $12.8M
6 SEARCY FINANCIAL SERVICES INC /ADV 6.05% 309,713 $16.3M
7 Granby Capital Management, LLC 6.03% 200,000 $10.5M
8 FWL INVESTMENT MANAGEMENT, LLC 5.48% 474,255 $25.0M
9 SURIENCE PRIVATE WEALTH LLC 4.51% 79,809 $4.2M
10 Artesa Financial Group, LLC 4.21% 83,887 $4.4M
11 Lake Hills Wealth Management, LLC 3.76% 127,734 $6.7M
12 IronBridge Private Wealth, LLC 3.68% 216,983 $11.4M
13 RS CRUM INC. 3.39% 333,012 $17.5M
14 Truffle Hound Capital, LLC 3.27% 240,000 $12.6M
15 FORTEM FINANCIAL GROUP, LLC 3.25% 245,708 $12.9M
16 Madison Park Capital Advisors, LLC 3.20% 77,390 $4.1M
17 Left Brain Wealth Management, LLC 3.20% 154,731 $8.1M
18 STERLING INVESTMENT MANAGEMENT, LLC 3.09% 97,997 $5.2M
19 5th Street Advisors, LLC 3.08% 135,983 $7.2M
20 TT Capital Management LLC 3.02% 69,545 $3.7M
21 Element Wealth, LLC 2.73% 125,561 $6.6M
22 SHIKIAR ASSET MANAGEMENT INC 2.71% 178,545 $9K
23 Allen Investment Management, LLC 2.61% 4,005,535 $210.9M
24 HERBST GROUP, LLC 2.60% 79,972 $4.2M
25 Cypress Capital Management LLC (WY) 2.58% 52,977 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALPS ETF TR (AMLP)

What does the Smart Money Trend signal show for AMLP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMLP?

More buyers than sellers — 60% buying: Last quarter: 460 funds were net buyers (113 opened a brand new position + 347 added to an existing one). Only 302 were sellers (224 trimmed + 78 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMLP holders?

Elite ownership — 55% AUM from top-100 funds: 29 of 809 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in AMLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMLP?

62% of holders stayed for 2+ years: 503 out of 809 hedge funds have held AMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ALPS ETF TR (AMLP) following the 2026 Q1 hedge fund 13F filings?

As of today, AMLP has moved -3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the SPY sector ETF — an outperformance of -5.8%. Since the quarter end (March 31, 2026), AMLP has gained +1.3% vs +16.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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