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Alerian MLP ETF
AMLP

Overview Fund Activity

532 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
166
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
2
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$192M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
3
Morgan Stanley
New York
$308M
4
Creative Planning
4
Creative Planning
Kansas
$181M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
301
Gladstone Institutional Advisory
Florida
$504K +$163K +4,276 +48%
Northern Trust
302
Northern Trust
Illinois
$503K +$7.61K +200 +2%
LWM
303
Laidlaw Wealth Management
New York
$500K +$500K +13,140 New
AIM
304
Anchor Investment Management
South Carolina
$485K +$22.6K +593 +5%
GWP
305
Gateway Wealth Partners
Wisconsin
$482K +$482K +12,673 New
PAS
306
Park Avenue Securities
New York
$473K +$53K +1,394 +13%
OBWG
307
Onyx Bridge Wealth Group
New York
$464K +$34.9K +890 +8%
FH
308
FWG Holdings
Florida
$457K -$43.2K -1,136 -9%
WE
309
Wealth Effects
Massachusetts
$454K -$44K -1,155 -9%
AWE
310
Avidian Wealth Enterprises
Texas
$452K +$238K +6,264 +112%
WA
311
WealthTrust Axiom
Pennsylvania
$449K – – –
EWA
312
EverSource Wealth Advisors
Alabama
$446K – – –
SMC
313
Smith, Moore & Co
Missouri
$443K +$11.5K +302 +3%
WAG
314
Windsor Advisory Group
Ohio
$436K +$436K +11,464 New
OAM
315
Oppenheimer Asset Management
New York
$436K +$436K +11,459 New
KA
316
Kovack Advisors
Florida
$430K -$60.8K -1,598 -12%
OA
317
Operose Advisors
Wisconsin
$422K -$51.8K -1,361 -11%
CFB
318
Cullen/Frost Bankers
Texas
$421K +$37K +971 +10%
SIG
319
Stonegate Investment Group
Alabama
$420K – – –
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$418K -$152K -3,737 -27%
ZIM
321
Zacks Investment Management
Illinois
$417K +$417K +10,941 New
PA
322
Pinnacle Associates
New York
$410K +$19.8K +521 +5%
KF
323
Krilogy Financial
Missouri
$409K -$73K -1,918 -15%
JWCA
324
J.W. Cole Advisors
Florida
$393K +$3.58K +94 +0.9%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$393K +$6.01K +158 +2%
11 12
13
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