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Alerian MLP ETF
AMLP

Overview Fund Activity

513 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+9
Holders Change %
+1.79%
% of All Funds
8.87%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
66
Increased
184
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.8M
3
MSRPS
Maryland State Retirement & Pension System
Maryland
+$14.6M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$12.5M
5
AIM
Allen Investment Management
New York
+$8.55M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$48.2M
2
Goldman Sachs
Goldman Sachs
New York
-$45.4M
3
PCP
Proficio Capital Partners
Massachusetts
-$37.9M
4
FWM
FFT Wealth Management
Pennsylvania
-$16.2M
5
LP
LGL Partners
Pennsylvania
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
351
Independent Solutions Wealth Management
New York
$276K +$276K +7,543 New
AP
352
Americana Partners
Texas
$273K – – –
HCMT
353
Highland Capital Management (Tennessee)
Tennessee
$269K – – –
IWN
354
Independent Wealth Network
Iowa
$265K +$36.1K +988 +16%
BFG
355
Berger Financial Group
Minnesota
$263K +$263K +7,194 New
VWA
356
Visionary Wealth Advisors
Illinois
$260K -$2.19K -60 -0.8%
CAL
357
Capital Advisors Ltd
Ohio
$260K +$1.24K +34 +0.5%
SB
358
Simmons Bank
Arkansas
$259K -$7.9K -216 -3%
LFG
359
Larson Financial Group
Missouri
$258K +$258K +7,058 New
HAM
360
Hedges Asset Management
Nevada
$256K -$54.9K -1,500 -18%
WP
361
WealthSource Partners
California
$252K +$252K +6,880 New
AWM
362
Axxcess Wealth Management
California
$250K -$276K -7,560 -52%
FWM
363
FFT Wealth Management
Pennsylvania
$249K -$16.2M -444,666 -98%
Franklin Resources
364
Franklin Resources
California
$249K – – –
IWM
365
IHT Wealth Management
Illinois
$249K +$249K +6,823 New
WSCM
366
Wellington Shields Capital Management
New York
$247K +$45.7K +1,250 +23%
KMWM
367
Keudell/Morrison Wealth Management
Oregon
$245K +$5.67K +155 +2%
NFG
368
Nations Financial Group
Iowa
$238K +$22.8K +625 +11%
CI
369
CPR Investments
Michigan
$236K +$236K +6,447 New
HW
370
Hamilton Wealth
California
$236K +$236K +6,457 New
WIM
371
Warwick Investment Management
Texas
$231K +$231K +6,318 New
EWM
372
Edge Wealth Management
New York
$229K – – –
RIA
373
Realta Investment Advisors
Delaware
$226K +$226K +6,185 New
SS
374
Simplicity Solutions
Minnesota
$226K +$226K +6,187 New
SFWA
375
Summit Financial Wealth Advisors
Louisiana
$221K – – –
13 14
15
16 17