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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
+$16M
2
Goldman Sachs
Goldman Sachs
New York
+$12M
3
Morgan Stanley
Morgan Stanley
New York
+$9.99M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.37M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$8.56M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$31.8M
2
Creative Planning
Creative Planning
Kansas
-$26.2M
3
CS
Credit Suisse
Switzerland
-$24.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17M
5
MIM
Miller Investment Management
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
Securian Asset Management
Minnesota
$392K – – –
CCA
327
Childress Capital Advisors
Texas
$392K – – –
SGCA
328
Steel Grove Capital Advisors
Tennessee
$390K -$219K -5,577 -36%
MGIA
329
Moneta Group Investment Advisors
Missouri
$389K -$39.1K -997 -9%
JWCA
330
J.W. Cole Advisors
Florida
$389K +$3.96K +101 +1%
MWM
331
Merriman Wealth Management
Washington
$380K -$436K -11,113 -53%
DAS
332
Dynamic Advisor Solutions
Arizona
$377K -$18.5K -471 -5%
BA
333
Ballew Advisors
Mississippi
$376K – – –
TI
334
Tidal Investments
Wisconsin
$375K – – –
ATPW
335
Ashton Thomas Private Wealth
Arizona
$368K +$6.27K +160 +2%
SWA
336
SFMG Wealth Advisors
Texas
$367K -$15.7K -400 -4%
CP
337
Castleview Partners
Texas
$363K +$6.82K +174 +2%
BF
338
BOK Financial
Oklahoma
$362K -$8.04K -205 -2%
SWM
339
Segment Wealth Management
Texas
$361K – – –
TSS
340
Two Sigma Securities
New York
$361K -$208K -5,301 -37%
IP
341
Intellectus Partners
California
$359K +$5.53K +141 +2%
SWM
342
SeaCrest Wealth Management
New York
$355K +$28.4K +724 +9%
JFG
343
Jefferies Financial Group
New York
$342K – – –
CC
344
Courier Capital
New York
$341K +$78 +2 +0%
9WM
345
9258 Wealth Management
Ohio
$341K – – –
ASI
346
Advisory Services & Investments
Oregon
$327K – – –
CS
347
Comerica Securities
Michigan
$320K +$14.3K +365 +5%
ACA
348
Atlas Capital Advisors
Wyoming
$319K – – –
BFA
349
Beaumont Financial Advisors
Massachusetts
$319K +$235 +6 +0.1%
SCA
350
Snowden Capital Advisors
New York
$315K -$177K -4,519 -36%
12 13
14
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