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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 %
KWM
301
Keebeck Wealth Management
Illinois
$736K – – –
SIC
302
Samalin Investment Counsel
New York
$730K +$37K +780 +5%
MAM
303
Mainsail Asset Management
Alabama
$718K – – –
GIA
304
Gladstone Institutional Advisory
Florida
$718K -$19.8K -418 -3%
SS
305
Sunbelt Securities
Texas
$717K +$352K +7,427 +97%
MA
306
MBA Advisors
Pennsylvania
$716K +$67.8K +1,429 +10%
MSAM
307
Moloney Securities Asset Management
Missouri
$716K -$141K -2,973 -16%
DI
308
DDFG Inc
California
$709K +$62.1K +1,308 +10%
JWM
309
Jeppson Wealth Management
California
$705K +$1.19K +25 +0.2%
OBWG
310
Onyx Bridge Wealth Group
New York
$696K +$34.4K +723 +5%
BAM
311
Belpointe Asset Management
Nevada
$688K -$652K -13,731 -49%
DBIA
312
Dumont & Blake Investment Advisors
New Jersey
$686K -$4.89K -103 -0.7%
PPWM
313
Perissos Private Wealth Management
Oklahoma
$679K +$679K +14,308 New
EWM
314
Endowment Wealth Management
Wisconsin
$673K -$95.7K -2,016 -12%
AI
315
AXS Investments
New York
$664K +$664K +14,000 New
CIS
316
Custom Index Systems
New York
$661K -$51.9K -1,093 -7%
AA
317
Argent Advisors
Louisiana
$658K +$4.13K +87 +0.6%
BEI
318
Benjamin Edwards Inc
Missouri
$657K +$315K +6,649 +92%
BFS
319
Bradley Foster & Sargent
Connecticut
$653K -$22.9K -483 -3%
FA
320
FF Advisors
California
$631K – – –
RFS
321
Retirement Financial Solutions
Tennessee
$627K -$123K -2,602 -16%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$626K +$41.5K +874 +7%
AWE
323
Avidian Wealth Enterprises
Texas
$624K -$63.6K -1,341 -9%
Northern Trust
324
Northern Trust
Illinois
$618K -$13.3K -280 -2%
OA
325
Operose Advisors
Wisconsin
$618K +$48.9K +1,030 +9%
11 12
13
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