Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALPS ETF TR (AMLP)

741 + 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
↑ +44
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — AMLP

Based on 731 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
731 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 — +7% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

386 buying293 selling
Last quarter: 386 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new AMLP position: 83 → 70 → 64 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 14% new
474 out of 731 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 — ~100 new funds/quarter

105 → 83 → 70 → 64 → 100 new funds/Q
New funds entering each quarter: 83 → 70 → 64 → 100. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 741 current holders: 497 (67%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
22 of 731 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 15 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: AMLP
2026 Q1 Stats Unlock in 10 days 741 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 741 695 6.62%
13F Shares 108M 104M 4.5%
Total Value $5.00B $4.85B 3.06%
New Positions 102 64 +38
Increased Positions 299 340 -41
Closed Positions 58 72 -14
Reduced Positions 241 197 +44
Total Calls 8 7 14.29%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 1.14 Neutral

Statistics: AMLP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

741 + investors

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

Top 25 institutional holders of AMLP — 2025 Q4 · 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 SURIENCE PRIVATE WEALTH LLC 4.51% 79,809 $4.2M
8 Artesa Financial Group, LLC 4.21% 83,887 $4.4M
9 Lake Hills Wealth Management, LLC 3.76% 127,734 $6.7M
10 RS CRUM INC. 3.39% 333,012 $17.5M
11 Truffle Hound Capital, LLC 3.27% 240,000 $12.6M
12 FORTEM FINANCIAL GROUP, LLC 3.25% 245,708 $12.9M
13 Madison Park Capital Advisors, LLC 3.20% 77,390 $4.1M
14 Left Brain Wealth Management, LLC 3.20% 154,731 $8.1M
15 STERLING INVESTMENT MANAGEMENT, LLC 3.09% 97,997 $5.2M
16 5th Street Advisors, LLC 3.08% 135,983 $7.2M
17 Element Wealth, LLC 2.73% 125,561 $6.6M
18 SHIKIAR ASSET MANAGEMENT INC 2.71% 178,545 $9K
19 Allen Investment Management, LLC 2.61% 4,005,535 $210.9M
20 HERBST GROUP, LLC 2.60% 79,972 $4.2M
21 Cypress Capital Management LLC (WY) 2.58% 52,977 $2.8M
22 Haven Private, LLC 2.57% 112,063 $5.9M
23 ALLEN WEALTH MANAGEMENT, LLC 2.48% 94,314 $5.0M
24 Hegarty Advisors, LLC 2.42% 58,383 $3.1M
25 BARD ASSOCIATES INC 2.28% 172,682 $9.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 386 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMLP holders?

Elite ownership — 47% AUM from top-100 funds: 22 of 731 holders are among the 100 largest funds by AUM, controlling 47% 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: 474 out of 731 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.