AMLP icon

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$192M
2
AWA
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
Morgan Stanley
New York
$308M
4
Creative Planning
Creative Planning
Kansas
$181M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
376
Hedges Asset Management
Nevada
$266K – – –
WP
377
WealthSource Partners
California
$262K – – –
IWM
378
IHT Wealth Management
Illinois
$261K +$1.03K +27 +0.4%
WTA
379
Washington Trust Advisors
Massachusetts
$260K -$1.47M -38,579 -85%
FWM
380
FFT Wealth Management
Pennsylvania
$259K – – –
Franklin Resources
381
Franklin Resources
California
$259K – – –
NFG
382
Nations Financial Group
Iowa
$257K +$8.76K +230 +4%
KWM
383
Keebeck Wealth Management
Illinois
$253K +$253K +6,655 New
PFA
384
Pettinga Financial Advisors
Indiana
$239K -$102K -2,670 -30%
CS
385
Comerica Securities
Michigan
$239K +$239K +6,277 New
LFG
386
Larson Financial Group
Missouri
$238K -$30.2K -794 -11%
ZCA
387
Zeke Capital Advisors
Pennsylvania
$238K +$238K +6,250 New
CWM
388
Collaborative Wealth Management
Florida
$235K +$8.45K +222 +4%
EWM
389
Edge Wealth Management
New York
$234K – – –
EFG
390
Ethos Financial Group
Pennsylvania
$228K +$228K +6,000 New
GHAM
391
Gilman Hill Asset Management
Connecticut
$228K – – –
HCMT
392
Highland Capital Management (Tennessee)
Tennessee
$227K -$53.3K -1,400 -19%
BCI
393
Brinker Capital Investments
Pennsylvania
$224K – – –
TSS
394
Two Sigma Securities
New York
$219K +$219K +5,760 New
HWM
395
HB Wealth Management
Georgia
$218K +$218K +5,736 New
GWM
396
Greenwich Wealth Management
Connecticut
$216K -$154K -4,030 -42%
CHJWM
397
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$215K +5,250 New
DIM
398
Delta Investment Management
California
$215K – – –
MBT
399
Montecito Bank & Trust
California
$212K – – –
EWM
400
EPG Wealth Management
Georgia
$211K +$3.01K +79 +1%
14 15
16
17 18