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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 %
ZIM
326
Zacks Investment Management
Illinois
$423K – – –
NFG
327
Nations Financial Group
Iowa
$423K +$162K +4,185 +62%
MGIA
328
Moneta Group Investment Advisors
Missouri
$422K -$147K -3,807 -26%
PA
329
Pinnacle Associates
New York
$418K +$1.78K +46 +0.4%
EFMC
330
Empire Financial Management Company
New York
$417K +$417K +10,800 New
PCA
331
Prosperity Capital Advisors
Ohio
$397K – – –
KF
332
Krilogy Financial
Missouri
$394K -$20.6K -534 -5%
ST
333
Smithfield Trust
Pennsylvania
$394K +$23.1K +595 +6%
DAS
334
Dynamic Advisor Solutions
Arizona
$389K +$70.9K +1,835 +22%
CCA
335
Childress Capital Advisors
Texas
$387K -$135K -3,500 -26%
SAM
336
Securian Asset Management
Minnesota
$387K – – –
ICG
337
InterOcean Capital Group
Tennessee
$384K +$10.8K +280 +3%
JWCA
338
J.W. Cole Advisors
Florida
$379K -$20K -517 -5%
VCM
339
Vivaldi Capital Management
Illinois
$378K -$490K -12,682 -56%
SWA
340
SFMG Wealth Advisors
Texas
$377K +$15.5K +400 +4%
LI
341
LMCG Investments
Massachusetts
$374K +$49.8K +1,289 +15%
TI
342
Tidal Investments
Wisconsin
$369K – – –
BF
343
BOK Financial
Oklahoma
$365K -$248K -6,404 -40%
BA
344
Ballew Advisors
Mississippi
$364K -$2.41K -62 -0.7%
ATPW
345
Ashton Thomas Private Wealth
Arizona
$356K – – –
SWM
346
Segment Wealth Management
Texas
$356K – – –
KWM
347
Keebeck Wealth Management
Illinois
$355K +$98.2K +2,540 +38%
CP
348
Castleview Partners
Texas
$351K +$773 +20 +0.2%
IP
349
Intellectus Partners
California
$348K -$6.96K -180 -2%
WB
350
WesBanco Bank
West Virginia
$348K -$9.74K -252 -3%
12 13
14
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