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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 %
NS
251
NBC Securities
Alabama
$809K +$809K +19,177 New
GW
252
GW & Wade
Massachusetts
$807K +$31K +736 +4%
OIA
253
OneDigital Investment Advisors
Kansas
$795K -$8.02K -190 -1%
CWM
254
CIBC World Markets
New York
$795K +$795K +18,833 New
NFG
255
Nations Financial Group
Iowa
$778K +$217K +5,135 +39%
OFA
256
Oak Family Advisors
Illinois
$773K -$4.22K -100 -0.5%
CDH
257
Charles D. Hyman
$764K – – –
KPWS
258
Kestra Private Wealth Services
Texas
$758K -$20.6K -488 -3%
VWM
259
Vigilare Wealth Management
Arizona
$758K -$61.7K -1,462 -8%
KF
260
Krilogy Financial
Missouri
$754K -$9.75K -231 -1%
CC
261
Claybrook Capital
Massachusetts
$754K – – –
CFB
262
Cullen/Frost Bankers
Texas
$754K +$308K +7,290 +69%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$752K +$16.2K +385 +2%
FFN
264
Focus Financial Network
Minnesota
$747K -$26.2K -622 -3%
GA
265
Greytown Advisors
Florida
$746K -$34.1K -808 -4%
SAM
266
Smithbridge Asset Management
Pennsylvania
$742K -$12.6K -299 -2%
MP
267
McDonald Partners
Ohio
$735K +$5.23K +124 +0.7%
RMAM
268
Raab & Moskowitz Asset Management
New Jersey
$732K +$62.4K +1,478 +9%
WPW
269
Waldron Private Wealth
Pennsylvania
$729K – – –
BW
270
Bison Wealth
Georgia
$725K +$11.4K +269 +2%
GAM
271
Gould Asset Management
California
$720K +$19.2K +455 +3%
SAM
272
Strategy Asset Managers
California
$720K -$928 -22 -0.1%
LFAS
273
Level Four Advisory Services
Texas
$715K -$3.76K -89 -0.5%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$714K -$62.9K -1,491 -8%
SSA
275
Schonfeld Strategic Advisors
New York
$712K +$712K +16,873 New
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11
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