AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$56M
2
OPAM
Ocean Park Asset Management
California
+$37.4M
3
Ameriprise
Ameriprise
Minnesota
+$16M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Creative Planning
Creative Planning
Kansas
-$30.2M
3
Morgan Stanley
Morgan Stanley
New York
-$24.4M
4
Wolverine Trading
Wolverine Trading
Illinois
-$21.6M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
301
Provenance Wealth Advisors
Florida
$556K +$556K +13,166 New
WE
302
Wealth Effects
Massachusetts
$553K +$12.4K +295 +2%
BAWC
303
Boyce & Associates Wealth Consulting
Texas
$553K +$26K +615 +5%
ISWM
304
Independent Solutions Wealth Management
New York
$551K +$121K +2,865 +28%
FPCP
305
Fort Point Capital Partners
California
$550K -$48.8K -1,156 -8%
FH
306
FWG Holdings
Florida
$547K +$17.5K +427 +3%
WAM
307
Walker Asset Management
Missouri
$546K -$11.4K -271 -2%
DI
308
DDFG Inc
California
$542K +$60.9K +1,443 +13%
CCM
309
Crabel Capital Management
California
$529K +$13.2K +314 +3%
SM
310
Southport Management
Wyoming
$528K +$528K +12,500 New
MA
311
MBA Advisors
Pennsylvania
$516K – – –
Northern Trust
312
Northern Trust
Illinois
$508K +$9.28K +220 +2%
SMC
313
Smith, Moore & Co
Missouri
$506K +$2.28K +54 +0.5%
LI
314
LMCG Investments
Massachusetts
$506K +$11.1K +262 +2%
PAS
315
Park Avenue Securities
New York
$501K -$26.4K -624 -5%
WA
316
WealthTrust Axiom
Pennsylvania
$499K -$8.44K -200 -2%
MGIA
317
Moneta Group Investment Advisors
Missouri
$486K +$66.7K +1,581 +16%
SFS
318
Sowell Financial Services
Arkansas
$478K +$44.4K +1,052 +10%
RFS
319
Retirement Financial Solutions
Tennessee
$475K +$475K +11,255 New
PCA
320
Prosperity Capital Advisors
Ohio
$474K +$40.3K +955 +9%
JWCA
321
J.W. Cole Advisors
Florida
$472K +$53.9K +1,277 +13%
OA
322
Operose Advisors
Wisconsin
$468K – – –
AIM
323
Anchor Investment Management
South Carolina
$466K -$23.5K -558 -5%
SIG
324
Stonegate Investment Group
Alabama
$466K – – –
CAM
325
Cresset Asset Management
Illinois
$464K +$9.24K +219 +2%
11 12
13
14 15