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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$33.4M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
Wells Fargo
Wells Fargo
California
+$19M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$474M
2
Goldman Sachs
Goldman Sachs
New York
-$41.8M
3
HWM
HFG Wealth Management
Texas
-$28.4M
4
Truist Financial
Truist Financial
North Carolina
-$9.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
276
Capital Advisors Ltd
Ohio
$858K +$69K +1,454 +9%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$845K -$95K -2,002 -10%
MP
278
McDonald Partners
Ohio
$833K +$5.89K +124 +0.7%
PWA
279
Provenance Wealth Advisors
Florida
$833K +$208K +4,376 +33%
ICG
280
InterOcean Capital Group
Tennessee
$829K +$105K +2,212 +15%
GL
281
Graypoint LLC
New York
$825K -$133K -2,801 -14%
KF
282
Krilogy Financial
Missouri
$822K -$32.3K -681 -4%
BFEC
283
Benjamin F. Edwards & Company
Missouri
$817K +$140K +2,947 +21%
VWM
284
Vigilare Wealth Management
Arizona
$812K -$543K -11,444 -40%
WHG
285
Westwood Holdings Group
Texas
$799K +$196K +4,129 +32%
FH
286
FWG Holdings
Florida
$795K +$102K +2,164 +15%
WPW
287
Waldron Private Wealth
Pennsylvania
$786K -$16.1K -339 -2%
BW
288
Bison Wealth
Georgia
$785K -$8.35K -176 -1%
SAM
289
Smithbridge Asset Management
Pennsylvania
$785K -$42.2K -889 -5%
WAS
290
Wealth Advisory Solutions
Indiana
$783K +$783K +16,500 New
JWCA
291
J.W. Cole Advisors
Florida
$783K +$131K +2,752 +20%
NRI
292
NFP Retirement Inc
California
$778K +$45.5K +959 +6%
KPWS
293
Kestra Private Wealth Services
Texas
$766K -$26.9K -566 -3%
IHL
294
Investment House LLC
California
$765K +$14.2K +300 +2%
GAM
295
Gould Asset Management
California
$764K -$24.4K -515 -3%
CAM
296
Covenant Asset Management
New Jersey
$760K +$4.98K +105 +0.7%
LFAS
297
Level Four Advisory Services
Texas
$748K – – –
BAWC
298
Boyce & Associates Wealth Consulting
Texas
$744K +$98.6K +2,078 +15%
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$744K +$361K +7,614 +94%
CDH
300
Charles D. Hyman
$736K – – –
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