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Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$56M
2
OPAM
Ocean Park Asset Management
California
+$37.4M
3
Ameriprise
Ameriprise
Minnesota
+$16M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Creative Planning
Creative Planning
Kansas
-$30.2M
3
Morgan Stanley
Morgan Stanley
New York
-$24.4M
4
Wolverine Trading
Wolverine Trading
Illinois
-$21.6M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
226
Sterling Investment Management
Arizona
$1M -$20.5K -485 -2%
CAM
227
CPA Asset Management
Florida
$995K – – –
BCM
228
Barometer Capital Management
Ontario, Canada
$982K +$982K +23,260 New
AWA
229
Arete Wealth Advisors
Illinois
$981K -$298K -7,061 -23%
ACG
230
Allen Capital Group
Nebraska
$954K – – –
YIH
231
Y-Intercept (HK)
Hong Kong
$951K +$38K +900 +4%
FCFC
232
First Commonwealth Financial Corp
Pennsylvania
$947K – – –
PTC
233
Private Trust Company
Ohio
$945K +$10.6K +250 +1%
AAS
234
Avantax Advisory Services
Texas
$939K -$118K -2,801 -11%
PIA
235
Powell Investment Advisors
Florida
$937K +$130K +3,075 +16%
TF
236
Trek Financial
Arizona
$922K +$922K +21,845 New
MIM
237
Miller Investment Management
Pennsylvania
$915K – – –
IAP
238
Indie Asset Partners
Indiana
$902K -$57K -1,350 -6%
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$899K -$2.72M -64,356 -75%
GL
240
Graypoint LLC
New York
$883K -$44.3K -1,050 -5%
MSAM
241
Moloney Securities Asset Management
Missouri
$862K -$143K -3,385 -14%
ICM
242
Islay Capital Management
Texas
$859K -$13.7K -325 -2%
GIA
243
Gladstone Institutional Advisory
Florida
$854K +$129K +3,064 +18%
GI
244
GAMCO Investors
Connecticut
$843K -$15.4K -366 -2%
BP
245
BBR Partners
New York
$833K – – –
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$829K -$4.85K -115 -0.6%
MGAM
247
McGowan Group Asset Management
Texas
$828K -$10.6K -252 -1%
IWC
248
Integrated Wealth Concepts
Massachusetts
$826K +$8.53K +202 +1%
AI
249
Auour Investments
Massachusetts
$819K +$252 +6 +0%
PWM
250
Perigon Wealth Management
California
$814K +$814K +19,284 New
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