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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 %
MFA
251
Mayflower Financial Advisors
Massachusetts
$751K +$45.7K +1,200 +6%
ICM
252
Islay Capital Management
Texas
$744K +$97.5K +2,560 +15%
GW
253
GW & Wade
Massachusetts
$728K +$2.86K +75 +0.4%
BTI
254
Blue Trust Inc
Georgia
$728K +$513K +14,040 +239%
NRI
255
NFP Retirement Inc
California
$715K +$20.1K +529 +3%
BW
256
Bison Wealth
Georgia
$707K -$83.3K -2,078 -11%
GL
257
Graypoint LLC
New York
$697K -$214K -5,618 -23%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$692K +$15.3K +401 +2%
CDH
259
Charles D. Hyman
$689K – – –
CC
260
Claybrook Capital
Massachusetts
$680K – – –
BC
261
Brookfield Corp
Ontario, Canada
$677K +$677K +17,778 New
JIP
262
Jaffetilchin Investment Partners
Florida
$674K +$59.1K +1,552 +10%
SG Americas Securities
263
SG Americas Securities
New York
$674K -$288K -7,564 -30%
GAM
264
Gould Asset Management
California
$668K -$88.3K -2,320 -12%
FFA
265
First Foundation Advisors
California
$661K +$419 +11 +0.1%
KPWS
266
Kestra Private Wealth Services
Texas
$660K -$40.7K -1,069 -6%
CCM
267
Chickasaw Capital Management
Tennessee
$660K +$660K +17,347 New
DAC
268
Dividend Assets Capital
South Carolina
$657K -$15.8K -416 -2%
OPS
269
Orion Portfolio Solutions
Nebraska
$653K +$196K +5,139 +43%
MP
270
McDonald Partners
Ohio
$648K +$144K +3,787 +29%
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$640K +$67.2K +1,766 +12%
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$632K +$89.5K +2,352 +16%
CAM
273
Covenant Asset Management
New Jersey
$626K -$22.7K -597 -4%
AWM
274
AE Wealth Management
Kansas
$615K +$159K +4,167 +35%
MCC
275
Money Concepts Capital
Florida
$615K +$468K +12,286 +319%
9 10
11
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