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Alerian MLP ETF
AMLP

Overview Fund Activity

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$245M
2
Goldman Sachs
Goldman Sachs
New York
$335M
3
Morgan Stanley
Morgan Stanley
New York
$387M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
251
Charles D. Hyman
$710K – – –
KF
252
Krilogy Financial
Missouri
$710K +$310K +7,895 +77%
SAM
253
Smithbridge Asset Management
Pennsylvania
$701K -$36.1K -921 -5%
CC
254
Claybrook Capital
Massachusetts
$701K – – –
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$684K +$78 +2 +0%
APW
256
Aurora Private Wealth
New Jersey
$679K -$305K -7,784 -31%
MP
257
McDonald Partners
Ohio
$678K +$5.1K +130 +0.8%
WPW
258
Waldron Private Wealth
Pennsylvania
$677K -$218K -5,572 -24%
NRI
259
NFP Retirement Inc
California
$677K -$55.1K -1,405 -8%
GIA
260
Gladstone Institutional Advisory
Florida
$673K +$18K +459 +3%
SAM
261
Strategy Asset Managers
California
$670K +$39.4K +1,004 +6%
LFAS
262
Level Four Advisory Services
Texas
$667K -$55.4K -1,412 -8%
DT
263
Diversified Trust
Tennessee
$663K – – –
BW
264
Bison Wealth
Georgia
$663K +$14.2K +363 +2%
GAM
265
Gould Asset Management
California
$651K -$19.4K -494 -3%
CAM
266
Covenant Asset Management
New Jersey
$646K +$784 +20 +0.1%
Bessemer Group
267
Bessemer Group
New Jersey
$644K +$78.5K +2,000 +14%
FFA
268
First Foundation Advisors
California
$638K -$74.8K -1,907 -10%
CAL
269
Capital Advisors Ltd
Ohio
$629K +$412K +10,508 +190%
RMAM
270
Raab & Moskowitz Asset Management
New Jersey
$622K -$7.61K -194 -1%
EWM
271
Endowment Wealth Management
Wisconsin
$618K +$6.86K +175 +1%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$615K +$124K +3,162 +25%
AWM
273
AE Wealth Management
Kansas
$611K -$63.4K -1,617 -9%
DAC
274
Dividend Assets Capital
South Carolina
$601K -$75.7K -1,930 -11%
DBIA
275
Dumont & Blake Investment Advisors
New Jersey
$601K -$549 -14 -0.1%
9 10
11
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