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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 %
WS
376
Wedbush Securities
California
$271K +$63.4K +1,613 +31%
WP
377
WealthSource Partners
California
$270K – – –
FWM
378
FFT Wealth Management
Pennsylvania
$267K – – –
Franklin Resources
379
Franklin Resources
California
$267K – – –
IWM
380
IHT Wealth Management
Illinois
$259K -$10.6K -271 -4%
FFG
381
Fortem Financial Group
California
$257K – – –
VCM
382
Virtue Capital Management
Tennessee
$256K +$256K +6,474 New
SAG
383
Spotlight Asset Group
Illinois
$255K +$255K +6,500 New
SIAS
384
Summit Investment Advisory Services
Minnesota
$255K -$392 -10 -0.2%
I
385
INVST
Indiana
$254K +$254K +6,483 New
LFG
386
Larson Financial Group
Missouri
$253K +$11K +281 +5%
Vontobel Holding
387
Vontobel Holding
Switzerland
$253K – – –
TWP
388
Tempus Wealth Planning
California
$252K +$431 +11 +0.2%
LNC
389
Lincoln National Corp
Pennsylvania
$251K +$6.35K +162 +3%
LCM
390
Lazari Capital Management
California
$250K +$250K +6,380 New
WA
391
Waddell & Associates
Tennessee
$249K -$10.2K -260 -4%
RPGK
392
Retirement Planning Group (Kansas)
Kansas
$248K +$37.3K +950 +18%
CWM
393
Collaborative Wealth Management
Florida
$244K +$1.26K +32 +0.5%
WSCM
394
Wellington Shields Capital Management
New York
$243K -$95.7K -2,441 -28%
WTA
395
Washington Trust Advisors
Massachusetts
$243K – – –
EWM
396
Edge Wealth Management
New York
$243K – – –
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$242K -$207K -5,289 -46%
RG
398
Retirement Group
California
$239K +$1.06K +27 +0.4%
NEWAS
399
N.E.W. Advisory Services
Wisconsin
$238K +$5.06K +129 +2%
Fidelity Investments
400
Fidelity Investments
Massachusetts
$237K +$6.98K +178 +3%
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16
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