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Alerian MLP ETF
AMLP

Overview Fund Activity

532 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
166
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
2
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$192M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
3
Morgan Stanley
New York
$308M
4
Creative Planning
4
Creative Planning
Kansas
$181M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
226
Veritable
Delaware
$939K – – –
IWC
227
Integrated Wealth Concepts
Massachusetts
$933K +$102K +2,678 +12%
LFAS
228
Level Four Advisory Services
Texas
$914K +$914K +24,016 New
IAP
229
Indie Asset Partners
Indiana
$907K -$114K -3,000 -11%
PTC
230
Private Trust Company
Ohio
$899K -$29.5K -774 -3%
CAM
231
CPA Asset Management
Florida
$898K +$898K +23,585 New
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$895K +$14K +368 +2%
AWM
233
Axxcess Wealth Management
California
$894K +$633K +16,639 +243%
VCM
234
Vivaldi Capital Management
Illinois
$882K -$142K -3,608 -14%
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$871K – – –
WPW
236
Waldron Private Wealth
Pennsylvania
$870K – – –
EWA
237
Exencial Wealth Advisors
Oklahoma
$868K +$1.56K +41 +0.2%
FCFC
238
First Commonwealth Financial Corp
Pennsylvania
$862K – – –
AAS
239
Avantax Advisory Services
Texas
$847K -$74.7K -1,963 -8%
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$836K +$82.9K +2,178 +11%
FAM
241
Flaharty Asset Management
Florida
$831K +$83.6K +2,197 +11%
FT
242
Fiduciary Trust
Massachusetts
$823K +$823K +21,610 New
MSAM
243
Moloney Securities Asset Management
Missouri
$793K +$47.7K +1,252 +6%
SFS
244
Sowell Financial Services
Arkansas
$781K +$781K +20,510 New
VWM
245
Vigilare Wealth Management
Arizona
$780K -$123K -3,230 -14%
GI
246
GAMCO Investors
Connecticut
$779K +$266 +7 +0%
OIA
247
OneDigital Investment Advisors
Kansas
$765K -$4.57K -120 -0.6%
MGAM
248
McGowan Group Asset Management
Texas
$764K +$114 +3 +0%
FPCP
249
Fort Point Capital Partners
California
$754K -$36.2K -950 -5%
BP
250
BBR Partners
New York
$751K – – –
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