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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
1
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
2
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$192M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
3
Morgan Stanley
New York
$308M
4
Creative Planning
4
Creative Planning
Kansas
$181M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Cresset Asset Management
Illinois
$329K -$10.6K -278 -3%
GLA
352
Good Life Advisors
Pennsylvania
$324K -$4.53K -119 -1%
LI
353
LMCG Investments
Massachusetts
$319K +$25.9K +681 +9%
DAS
354
Dynamic Advisor Solutions
Arizona
$314K +$9.82K +258 +3%
CAL
355
Capital Advisors Ltd
Ohio
$310K +$39K +1,026 +14%
ACA
356
Atlas Capital Advisors
Wyoming
$310K – – –
CC
357
Courier Capital
New York
$308K +$38 +1 +0%
Wolverine Trading
358
Wolverine Trading
Illinois
$307K +$307K +8,074 New
WA
359
Waddell & Associates
Tennessee
$307K +$11.8K +310 +4%
SWM
360
SeaCrest Wealth Management
New York
$304K -$952 -25 -0.3%
KFGK
361
Keystone Financial Group (Kentucky)
Kentucky
$296K -$22.8K -600 -7%
TPWA
362
TRUE Private Wealth Advisors
Oregon
$294K -$12.8K -337 -4%
RFG
363
RFP Financial Group
Georgia
$290K +$290K +7,623 New
SBL
364
Sargent Bickham Lagudis
Colorado
$290K – – –
AOWM
365
Alpha Omega Wealth Management
Virginia
$290K +$2.78K +73 +1%
KA
366
Kercheville Advisors
Texas
$289K +$289K +7,600 New
FFG
367
Fortem Financial Group
California
$288K – – –
AP
368
Americana Partners
Texas
$288K +$3.62K +95 +1%
IWN
369
Independent Wealth Network
Iowa
$287K +$11K +290 +4%
ISWM
370
Independent Solutions Wealth Management
New York
$287K – – –
WSCM
371
Wellington Shields Capital Management
New York
$282K +$24.7K +650 +10%
RA
372
RFG Advisory
Alabama
$282K -$13K -322 -4%
FAIM
373
Financial Advocates Investment Management
Washington
$280K +$280K +7,356 New
VWA
374
Visionary Wealth Advisors
Illinois
$273K +$1.91K +50 +0.7%
SIAS
375
Summit Investment Advisory Services
Minnesota
$267K +$267K +7,024 New
13 14
15
16 17