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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 %
GWP
301
Gateway Wealth Partners
Wisconsin
$528K +$38.6K +1,000 +8%
CW
302
CreativeOne Wealth
Kansas
$520K +$154K +3,985 +42%
GFG
303
Greystone Financial Group
Michigan
$516K -$7.51M -194,368 -94%
WAM
304
Walker Asset Management
Missouri
$515K -$21.2K -549 -4%
AA
305
Argent Advisors
Louisiana
$513K -$20.2K -522 -4%
CANY
306
Caxton Associates (New York)
New York
$512K +$512K +13,245 New
JWM
307
Jeppson Wealth Management
California
$512K -$2.32K -60 -0.5%
SCA
308
Snowden Capital Advisors
New York
$486K +$486K +12,564 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$484K -$56.3K -1,456 -10%
WE
310
Wealth Effects
Massachusetts
$480K +$18.7K +485 +4%
WA
311
WealthTrust Axiom
Pennsylvania
$475K +$19.3K +500 +4%
Northern Trust
312
Northern Trust
Illinois
$472K -$38.7K -1,000 -8%
AWE
313
Avidian Wealth Enterprises
Texas
$463K +$4.02K +104 +0.9%
FH
314
FWG Holdings
Florida
$463K -$1.43K -37 -0.3%
MCM
315
MAI Capital Management
Ohio
$456K -$65.8K -1,702 -13%
EWA
316
EverSource Wealth Advisors
Alabama
$453K – – –
SMC
317
Smith, Moore & Co
Missouri
$450K +$116 +3 +0%
AIM
318
Anchor Investment Management
South Carolina
$449K -$43.4K -1,122 -9%
MA
319
MBA Advisors
Pennsylvania
$449K +$68.8K +1,779 +18%
WAG
320
Windsor Advisory Group
Ohio
$443K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$443K +$261K +6,746 +143%
OA
322
Operose Advisors
Wisconsin
$429K – – –
CFB
323
Cullen/Frost Bankers
Texas
$428K – – –
SIG
324
Stonegate Investment Group
Alabama
$427K – – –
KA
325
Kovack Advisors
Florida
$426K -$10.7K -277 -2%
11 12
13
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