AMLP icon

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 %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$312K +$13.6K +346 +5%
OP
352
ORG Partners
Indiana
$311K +$311K +7,897 New
TPWA
353
TRUE Private Wealth Advisors
Oregon
$309K +$5.18K +132 +2%
RFG
354
RFP Financial Group
Georgia
$309K +$309K +7,881 New
HWA
355
HHM Wealth Advisors
Tennessee
$307K – – –
CF
356
Centaurus Financial
California
$306K -$232K -5,906 -43%
FGA
357
Fortis Group Advisors
New Jersey
$305K +$2.47K +63 +0.8%
M1FG
358
Mach-1 Financial Group
Arkansas
$301K +$301K +7,676 New
AOWM
359
Alpha Omega Wealth Management
Virginia
$301K +$3.45K +88 +1%
KA
360
Kercheville Advisors
Texas
$300K -$5.88K -150 -2%
SFA
361
Sequoia Financial Advisors
Ohio
$300K +$300K +7,647 New
KFGK
362
Keystone Financial Group (Kentucky)
Kentucky
$294K +$294K +7,486 New
IWN
363
Independent Wealth Network
Iowa
$293K -$6.24K -159 -2%
FSA
364
Financial Sense Advisors
California
$291K +$291K +7,421 New
VWA
365
Visionary Wealth Advisors
Illinois
$291K -$5.88K -150 -2%
OWA
366
Opal Wealth Advisors
New York
$290K +$8.31K +212 +3%
FIM
367
Freedom Investment Management
Connecticut
$286K -$52.7K -1,343 -16%
Wealthfront Advisers
368
Wealthfront Advisers
California
$286K -$57.2K -1,459 -17%
AP
369
Americana Partners
Texas
$285K -$25.5K -650 -8%
EH
370
Equitable Holdings
New York
$281K +$25.7K +656 +10%
DI
371
DFPG Investments
Utah
$280K +$37K +911 +15%
RA
372
RFG Advisory
Alabama
$279K +$3.76K +96 +1%
NWM
373
Northcape Wealth Management
New York
$276K – – –
AFG
374
Atomi Financial Group
New York
$276K +$45.1K +1,150 +20%
SS
375
Sunbelt Securities
Texas
$274K -$1.82M -46,520 -87%
13 14
15
16 17