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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 %
GLA
351
Good Life Advisors
Pennsylvania
$342K +$12.7K +328 +4%
DI
352
DDFG Inc
California
$341K -$42K -1,087 -11%
CAM
353
Cresset Asset Management
Illinois
$341K +$6.38K +165 +2%
MCC
354
Money Concepts Capital
Florida
$338K +$145K +12,068 +75%
Wealthfront Advisers
355
Wealthfront Advisers
California
$338K -$16K -414 -5%
JFG
356
Jefferies Financial Group
New York
$337K – – –
CC
357
Courier Capital
New York
$337K +$23.8K +616 +8%
9WM
358
9258 Wealth Management
Ohio
$336K – – –
FIM
359
Freedom Investment Management
Connecticut
$334K +$334K +8,650 New
WSCM
360
Wellington Shields Capital Management
New York
$334K +$48.3K +1,250 +17%
ASI
361
Advisory Services & Investments
Oregon
$323K +$323K +8,346 New
SWM
362
SeaCrest Wealth Management
New York
$322K +$13K +336 +4%
Lido Advisors
363
Lido Advisors
California
$322K +$47.5K +11,397 +17%
BC
364
Brookfield Corp
Ontario, Canada
$318K -$369K -9,551 -54%
ACA
365
Atlas Capital Advisors
Wyoming
$315K – – –
ISWM
366
Independent Solutions Wealth Management
New York
$314K +$22.8K +590 +8%
BFA
367
Beaumont Financial Advisors
Massachusetts
$314K +$314K +8,122 New
AP
368
Americana Partners
Texas
$306K +$13.4K +347 +5%
FGA
369
Fortis Group Advisors
New Jersey
$303K +$303K +7,725 New
HWA
370
HHM Wealth Advisors
Tennessee
$303K -$77.6K -2,008 -20%
KA
371
Kercheville Advisors
Texas
$301K +$7.73K +200 +3%
CS
372
Comerica Securities
Michigan
$301K +$58.4K +1,510 +24%
TPWA
373
TRUE Private Wealth Advisors
Oregon
$300K +$850 +22 +0.3%
IWN
374
Independent Wealth Network
Iowa
$295K +$2.9K +75 +1%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$294K +$286K +7,413 +3,707%
13 14
15
16 17