Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (AMLP)

803 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — AMLP

Based on 808 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AMLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
808 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 — +10% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+10% 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

450 buying306 selling
Last quarter: 450 funds were net buyers (75 opened a brand new position + 375 added to an existing one). Only 306 were sellers (226 trimmed + 80 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 107 → 115 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
525 out of 808 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.
➡️

Steady discovery — ~75 new funds/quarter

75 → 69 → 107 → 115 → 75 new funds/Q
New funds entering each quarter: 69 → 107 → 115 → 75. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 817 holders: 553 (68%) are 2+ year veterans, 114 entered 1–2 years ago, and 150 (18%) 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
30 of 805 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 450 hedge funds were net buyers of AMLP (75 opened a new position, 375 added to an existing one), while 306 reduced or exited (226 trimmed, 80 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 52% of total institutional value in AMLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 808.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 18 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: AMLP
803 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 803 813 -1.23%
13F Shares 125M 114M 9.96%
Total Value $6.33B $5.87B 7.8%
New Positions 75 115 -40
Increased Positions 370 344 +26
Closed Positions 82 78 +4
Reduced Positions 224 221 +3
Total Calls 6 6 -
Total Puts 5 5 -
PUT/CALL Ratio 0.83 0.83 Neutral

Statistics: AMLP

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Institutional Holders (2026 Q2)

803 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 School Employees Retirement Board of Ohio 9.47% 506,822 $26.3M
2 Naviter Wealth, LLC 7.71% 1,639,760 $85.0M
3 Vista Finance, LLC 7.48% 258,127 $13.4M
4 Legacy Financial Independent Advisors LLC 6.02% 246,815 $12.8M
5 Granby Capital Management, LLC 5.41% 200,000 $10.4M
6 Searcy Financial Services Inc /Adv 5.36% 308,099 $16.0M
7 Fwl Investment Management, LLC 4.79% 503,526 $26.1M
8 Coral Wealth Management, LLC 4.03% 94,792 $4.9M
9 Artesa Financial Group, LLC 3.99% 90,035 $4.7M
10 Prota Financial, LLC 3.46% 101,799 $5.3M
11 Rs Crum INC. 3.22% 331,386 $17.2M
12 Sacks & Associates, LLC 3.13% 84,244 $4.6M
13 Brick & Kyle, Associates 2.83% 162,583 $8.6M
14 5th Street Advisors, LLC 2.78% 140,877 $7.3M
15 Allen Investment Management, LLC 2.73% 4,440,395 $230.2M
16 Sterling Investment Management, LLC 2.71% 95,348 $4.9M
17 TT Capital Management LLC 2.70% 66,845 $3.5M
18 Truffle Hound Capital, LLC 2.66% 240,000 $12.4M
19 Fortem Financial Group, LLC 2.56% 242,533 $12.6M
20 TRUE Private Wealth Advisors 2.49% 555,543 $28.8M
21 Algorithmic Investment Models, LLC 2.45% 40,867 $2.1M
22 Cypress Capital Management LLC (WY) 2.45% 56,548 $2.9M
23 Left Brain Wealth Management, LLC 2.34% 149,437 $7.7M
24 Element Wealth, LLC 2.32% 119,697 $6.2M
25 Haven Private, LLC 2.30% 116,915 $6.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AMLP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMLP?

More buyers than sellers — 60% buying: Last quarter: 450 funds were net buyers (75 opened a brand new position + 375 added to an existing one). Only 306 were sellers (226 trimmed + 80 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: 30 of 805 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?

65% of holders stayed for 2+ years: 525 out of 808 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.

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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