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Alerian MLP ETF
AMLP

Overview Fund Activity

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Flaharty Asset Management
Florida
$943K +$99.7K +2,580 +12%
AAS
227
Avantax Advisory Services
Texas
$943K +$82.6K +2,137 +10%
CAM
228
CPA Asset Management
Florida
$912K – – –
IAIM
229
International Assets Investment Management
Florida
$910K +$910K +23,337 New
CSPIA
230
Cary Street Partners Investment Advisory
Virginia
$908K +$59.1K +1,530 +7%
FT
231
Fiduciary Trust
Massachusetts
$894K +$58.4K +1,511 +7%
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$885K – – –
WPW
233
Waldron Private Wealth
Pennsylvania
$883K -$37.3K -966 -4%
IAP
234
Indie Asset Partners
Indiana
$882K -$38.7K -1,000 -4%
FCFC
235
First Commonwealth Financial Corp
Pennsylvania
$868K -$6.96K -180 -0.8%
PTC
236
Private Trust Company
Ohio
$856K -$56.4K -1,460 -6%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$841K -$67.2K -1,746 -7%
MSAM
238
Moloney Securities Asset Management
Missouri
$840K +$34.5K +892 +4%
BAWC
239
Boyce & Associates Wealth Consulting
Texas
$834K +$834K +21,427 New
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$826K +$429K +11,107 +108%
JIP
241
Jaffetilchin Investment Partners
Florida
$823K +$138K +3,580 +20%
FAIM
242
Financial Advocates Investment Management
Washington
$822K +$538K +13,922 +189%
ACG
243
Allen Capital Group
Nebraska
$822K +$822K +21,265 New
GL
244
Graypoint LLC
New York
$806K +$97.8K +2,530 +14%
MWM
245
Merriman Wealth Management
Washington
$804K +$804K +20,814 New
ICM
246
Islay Capital Management
Texas
$795K +$40K +1,034 +5%
GI
247
GAMCO Investors
Connecticut
$786K -$4.41K -114 -0.6%
VWM
248
Vigilare Wealth Management
Arizona
$776K -$15.9K -412 -2%
MGAM
249
McGowan Group Asset Management
Texas
$775K +$155 +4 +0%
GAM
250
Griffin Asset Management
New York
$770K +$194K +5,016 +34%
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