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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$192M
2
AWA
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
Morgan Stanley
New York
$308M
4
Creative Planning
Creative Planning
Kansas
$181M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
326
Prosperity Capital Advisors
Ohio
$391K +$391K +10,271 New
DIA
327
Dana Investment Advisors
Wisconsin
$389K +$30.5K +800 +8%
SAM
328
Securian Asset Management
Minnesota
$381K – – –
BA
329
Ballew Advisors
Mississippi
$380K -$402 -10 -0.1%
DI
330
DDFG Inc
California
$377K +$377K +9,907 New
MA
331
MBA Advisors
Pennsylvania
$375K +$375K +9,844 New
HWA
332
HHM Wealth Advisors
Tennessee
$374K +$5.63K +148 +2%
ICG
333
InterOcean Capital Group
Tennessee
$368K -$13.3K -350 -3%
ST
334
Smithfield Trust
Pennsylvania
$364K – – –
TI
335
Tidal Investments
Wisconsin
$364K – – –
CW
336
CreativeOne Wealth
Kansas
$361K +$27.9K +733 +8%
RH
337
RFG Holdings
Texas
$360K +$35.3K +928 +11%
CCM
338
Crabel Capital Management
California
$357K +$357K +9,378 New
SWA
339
SFMG Wealth Advisors
Texas
$356K – – –
WB
340
WesBanco Bank
West Virginia
$352K +$137K +3,589 +63%
ATPW
341
Ashton Thomas Private Wealth
Arizona
$351K -$46.4K -1,220 -12%
SWM
342
Segment Wealth Management
Texas
$351K – – –
IP
343
Intellectus Partners
California
$350K -$210K -5,508 -37%
Wealthfront Advisers
344
Wealthfront Advisers
California
$349K +$60.6K +1,592 +21%
CP
345
Castleview Partners
Texas
$345K -$4.11K -108 -1%
BAM
346
Belpointe Asset Management
Nevada
$345K -$2.14M -56,323 -86%
LNC
347
Lincoln National Corp
Pennsylvania
$342K +$1.07K +28 +0.3%
JFG
348
Jefferies Financial Group
New York
$332K +$332K +8,727 New
9WM
349
9258 Wealth Management
Ohio
$331K +$23.1K +608 +8%
TPCW
350
TD Private Client Wealth
New York
$331K -$29.8K -782 -8%
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