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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 %
DT
276
Diversified Trust
Tennessee
$653K +$653K +16,908 New
GIA
277
Gladstone Institutional Advisory
Florida
$646K +$134K +3,465 +26%
PAS
278
Park Avenue Securities
New York
$641K +$161K +4,153 +33%
CAM
279
Covenant Asset Management
New Jersey
$636K +$657 +17 +0.1%
FPCP
280
Fort Point Capital Partners
California
$629K -$137K -3,533 -18%
SAM
281
Strategy Asset Managers
California
$621K +$621K +16,078 New
RMAM
282
Raab & Moskowitz Asset Management
New Jersey
$621K -$28.7K -743 -4%
BW
283
Bison Wealth
Georgia
$617K -$40.3K -1,081 -6%
NWM
284
Northwest Wealth Management
Iowa
$603K -$5.3K -137 -0.9%
SGCA
285
Steel Grove Capital Advisors
Tennessee
$600K -$20.5K -531 -3%
EWM
286
Endowment Wealth Management
Wisconsin
$598K +$51.3K +1,337 +9%
DBIA
287
Dumont & Blake Investment Advisors
New Jersey
$593K +$8.16K +211 +1%
PIA
288
Powell Investment Advisors
Florida
$586K +$1.35K +35 +0.2%
BFS
289
Bradley Foster & Sargent
Connecticut
$582K -$14.5K -375 -2%
OPS
290
Orion Portfolio Solutions
Nebraska
$575K -$88.1K -2,279 -13%
BCI
291
Brinker Capital Investments
Pennsylvania
$575K +$348K +8,995 +153%
TSS
292
Two Sigma Securities
New York
$561K +$338K +8,747 +152%
Bessemer Group
293
Bessemer Group
New Jersey
$557K -$10.6K -275 -2%
OBWG
294
Onyx Bridge Wealth Group
New York
$553K +$95.9K +2,480 +21%
BAM
295
BTS Asset Management
Massachusetts
$551K -$116 -3 -0%
RFC
296
Regions Financial Corp
Alabama
$541K -$58K -1,500 -10%
BMCM
297
Black Maple Capital Management
Wisconsin
$538K – – –
TIA
298
Tiemann Investment Advisors
California
$533K – – –
CF
299
Centaurus Financial
California
$530K +$7.77K +201 +1%
CCM
300
Crabel Capital Management
California
$529K +$167K +4,317 +46%
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