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
↑ +38
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — AMLP

Based on 813 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
813 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 — +12% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

462 buying301 selling
Last quarter: 462 funds were net buyers (115 opened a brand new position + 347 added to an existing one). Only 301 were sellers (224 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AMLP position: 74 → 69 → 107 → 115. 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
504 out of 813 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 → 115 new funds/Q
New funds entering each quarter: 74 → 69 → 107 → 115. 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.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 821 holders: 536 (65%) are 2+ year veterans, 122 entered 1–2 years ago, and 163 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
28 of 808 holders are among the 100 largest funds by AUM, controlling 52% 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, 462 hedge funds were net buyers of AMLP (115 opened a new position, 347 added to an existing one), while 301 reduced or exited (224 trimmed, 77 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in AMLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 813.

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 Q2 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 June 30, 2026 · 14d ago
AMLP
+3.7%
SPY
+0.8%

AMLP outperformed SPY by +2.9% since June 30, 2026.

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
2026 Q2 Stats Unlock in 36 days 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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Short % of Float --

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Institutional Holders (2026 Q2)

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 AMLP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prota Financial, LLC 3.46% 101,799 $5.3M
2 Brick & Kyle, Associates 2.83% 162,583 $8.6M
3 Herbst Group, LLC 2.17% 76,619 $4.0M
4 Ffg Retirement Advisors LLC 1.65% 60,128 $3.1M
5 Puff Wealth Management, LLC 1.16% 22,004 $1.1M
6 Palouse Capital Management, Inc. 1.14% 35,175 $1.8M
7 Mills Wealth Advisors LLC 1.07% 65,810 $3.4M
8 G&S Capital LLC 0.85% 56,796 $2.9M
9 Value Investment Professionals, LLC 0.83% 28,631 $987K
10 Meadowbrook Wealth Management, LLC 0.72% 12,883 $665K
11 Balefire, LLC 0.65% 77,290 $4.0M
12 Barry Investment Advisors, LLC 0.44% 40,376 $2.1M
13 Mayflower Financial Advisors, LLC 0.40% 88,273 $4.6M
14 Kastel Capital Advisors, LLC 0.30% 9,104 $479K
15 Walker Asset Management, LLC 0.28% 10,672 $553K
16 Ballew Advisors, Inc 0.27% 10,032 $522K
17 GoalVest Advisory LLC 0.25% 26,401 $1.4M
18 CPA Asset Management Group, LLC 0.23% 15,424 $800K
19 Vigilare Wealth Management 0.21% 13,121 $680K
20 Roxbury Financial LLC 0.15% 3,766 $195K
21 Stableford Capital II LLC 0.12% 6,829 $354K
22 Fiduciary Financial Group, LLC 0.12% 20,561 $1.1M
23 Envision Financial LLC 0.12% 5,057 $262K
24 Wealthcare Capital Partners, LLC 0.11% 5,276 $274K
25 Allied Private Wealth LLC 0.10% 2,863 $153K
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 — 61% buying: Last quarter: 462 funds were net buyers (115 opened a brand new position + 347 added to an existing one). Only 301 were sellers (224 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMLP holders?

Elite ownership — 52% AUM from top-100 funds: 28 of 808 holders are among the 100 largest funds by AUM, controlling 52% 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: 504 out of 813 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 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), AMLP has gained +3.7% vs +0.8% 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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