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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
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
376
Alpha Omega Wealth Management
Virginia
$293K -$966 -25 -0.3%
VWA
377
Visionary Wealth Advisors
Illinois
$292K +$15.7K +407 +6%
SFS
378
Sowell Financial Services
Arkansas
$283K -$509K -13,179 -64%
BFM
379
Boothbay Fund Management
New York
$282K -$3.31M -85,663 -92%
MOS
380
MGO One Seven
Ohio
$282K +$282K +7,297 New
TPCW
381
TD Private Client Wealth
New York
$281K -$54.9K -1,421 -16%
SG Americas Securities
382
SG Americas Securities
New York
$280K -$404K -10,453 -59%
OWA
383
Opal Wealth Advisors
New York
$278K +$278K +7,186 New
NWM
384
Northcape Wealth Management
New York
$272K +$272K +7,050 New
RA
385
RFG Advisory
Alabama
$271K +$2.24K +58 +0.8%
FWP
386
Firethorn Wealth Partners
Georgia
$269K +$60.6K +1,551 +29%
BAM
387
Belpointe Asset Management
Nevada
$267K -$82.6K -2,137 -24%
WP
388
WealthSource Partners
California
$266K – – –
IWM
389
IHT Wealth Management
Illinois
$266K +$1.08K +28 +0.4%
FWM
390
FFT Wealth Management
Pennsylvania
$263K – – –
Franklin Resources
391
Franklin Resources
California
$263K – – –
WA
392
Waddell & Associates
Tennessee
$255K -$56K -1,450 -18%
FFG
393
Fortem Financial Group
California
$253K -$39.5K -1,021 -13%
EH
394
Equitable Holdings
New York
$252K +$252K +6,512 New
SIAS
395
Summit Investment Advisory Services
Minnesota
$252K -$20K -517 -7%
GHAM
396
Gilman Hill Asset Management
Connecticut
$249K +$18K +465 +8%
Vontobel Holding
397
Vontobel Holding
Switzerland
$249K +$249K +6,450 New
TWP
398
Tempus Wealth Planning
California
$248K +$248K +6,416 New
LNC
399
Lincoln National Corp
Pennsylvania
$242K -$106K -2,735 -30%
WTA
400
Washington Trust Advisors
Massachusetts
$240K -$24.1K -623 -9%
14 15
16
17 18