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Alerian MLP ETF
AMLP

Overview Fund Activity

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$245M
2
Goldman Sachs
Goldman Sachs
New York
$335M
3
Morgan Stanley
Morgan Stanley
New York
$387M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
301
Northern Trust
Illinois
$464K -$15.7K -400 -3%
MCM
302
MAI Capital Management
Ohio
$464K +$627 +16 +0.1%
LI
303
LMCG Investments
Massachusetts
$460K +$80.2K +2,046 +21%
EWA
304
EverSource Wealth Advisors
Alabama
$459K – – –
AIM
305
Anchor Investment Management
South Carolina
$455K -$980 -25 -0.2%
SG Americas Securities
306
SG Americas Securities
New York
$449K +$164K +4,187 +58%
DI
307
DDFG Inc
California
$447K +$101K +2,569 +29%
TIA
308
Tiemann Investment Advisors
California
$443K -$98K -2,500 -18%
OA
309
Operose Advisors
Wisconsin
$435K – – –
SIG
310
Stonegate Investment Group
Alabama
$433K – – –
Neuberger Berman Group
311
Neuberger Berman Group
New York
$432K +$432K +11,006 New
WAG
312
Windsor Advisory Group
Ohio
$430K -$19.3K -491 -4%
ZIM
313
Zacks Investment Management
Illinois
$429K – – –
EFMC
314
Empire Financial Management Company
New York
$423K – – –
CAM
315
Cresset Asset Management
Illinois
$422K +$76.9K +1,960 +22%
KA
316
Kovack Advisors
Florida
$422K -$9.84K -251 -2%
TSWM
317
Tyler-Stone Wealth Management
Ohio
$415K +$415K +10,588 New
CFB
318
Cullen/Frost Bankers
Texas
$414K -$19.6K -500 -5%
ICG
319
InterOcean Capital Group
Tennessee
$410K +$20.7K +527 +5%
LNWTC
320
Laird Norton Wetherby Trust Company
Washington
$405K -$493K -12,568 -55%
SFS
321
Sowell Financial Services
Arkansas
$403K +$116K +2,951 +40%
PCA
322
Prosperity Capital Advisors
Ohio
$403K – – –
ISWM
323
Independent Solutions Wealth Management
New York
$399K +$80.5K +2,054 +25%
ST
324
Smithfield Trust
Pennsylvania
$398K – – –
PA
325
Pinnacle Associates
New York
$395K -$29K -740 -7%
11 12
13
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