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

Top Sellers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
Creative Planning
Kansas
$155M
3
Goldman Sachs
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
251
BBR Partners
New York
$763K – – –
OIA
252
OneDigital Investment Advisors
Kansas
$752K -$24.9K -645 -3%
IWC
253
Integrated Wealth Concepts
Massachusetts
$751K -$196K -5,067 -21%
GA
254
Greytown Advisors
Florida
$743K -$331K -8,566 -31%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$741K -$449K -11,609 -38%
SAM
256
Smithbridge Asset Management
Pennsylvania
$727K -$236K -6,099 -24%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$723K +$125K +3,232 +21%
NRI
258
NFP Retirement Inc
California
$721K -$4.68K -121 -0.6%
LFAS
259
Level Four Advisory Services
Texas
$713K -$216K -5,581 -23%
GW
260
GW & Wade
Massachusetts
$709K -$30.6K -792 -4%
IA
261
IFP Advisors
Florida
$707K -$439K -17,343 -38%
FFA
262
First Foundation Advisors
California
$703K +$31.4K +812 +5%
OFA
263
Oak Family Advisors
Illinois
$702K -$437K -11,310 -38%
CDH
264
Charles D. Hyman
$699K – – –
KPWS
265
Kestra Private Wealth Services
Texas
$699K +$28.7K +743 +4%
FFN
266
Focus Financial Network
Minnesota
$691K -$3.5M -90,502 -84%
CC
267
Claybrook Capital
Massachusetts
$691K – – –
HF
268
HRT Financial
New York
$676K +$676K +17,515 New
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$674K +$32.1K +830 +5%
LSC
270
Logan Stone Capital
Illinois
$671K +$671K +17,350 New
AWM
271
AE Wealth Management
Kansas
$664K +$39.6K +1,025 +6%
MP
272
McDonald Partners
Ohio
$663K +$5.41K +140 +0.8%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$661K -$41.3K -1,069 -6%
GAM
274
Gould Asset Management
California
$661K -$17.3K -447 -3%
DAC
275
Dividend Assets Capital
South Carolina
$657K – – –
9 10
11
12 13