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Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$56M
2
OPAM
Ocean Park Asset Management
California
+$37.4M
3
Ameriprise
Ameriprise
Minnesota
+$16M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.7M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Creative Planning
Creative Planning
Kansas
-$30.2M
3
Morgan Stanley
Morgan Stanley
New York
-$24.4M
4
Wolverine Trading
Wolverine Trading
Illinois
-$21.6M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
376
Alpha Omega Wealth Management
Virginia
$326K +$2.28K +54 +0.7%
FFA
377
First Foundation Advisors
California
$326K -$361K -8,555 -53%
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$324K +$8.02K +190 +3%
Wealthfront Advisers
379
Wealthfront Advisers
California
$323K +$15K +355 +5%
BEI
380
Benjamin Edwards Inc
Missouri
$318K +$318K +7,533 New
SAG
381
Spotlight Asset Group
Illinois
$317K +$42.2K +1,000 +15%
SS
382
Sunbelt Securities
Texas
$315K +$20.1K +477 +7%
VWA
383
Visionary Wealth Advisors
Illinois
$313K – – –
IP
384
Intellectus Partners
California
$309K -$76.6K -1,816 -20%
EH
385
Equitable Holdings
New York
$308K +$5.44K +129 +2%
KA
386
Kercheville Advisors
Texas
$306K -$16.9K -400 -5%
CS
387
Comerica Securities
Michigan
$304K -$40.1K -951 -12%
SFA
388
Sequoia Financial Advisors
Ohio
$303K -$19.4K -460 -6%
IWN
389
Independent Wealth Network
Iowa
$298K -$16.7K -396 -5%
WP
390
WealthSource Partners
California
$294K +$3.67K +87 +1%
LNC
391
Lincoln National Corp
Pennsylvania
$291K +$20.6K +487 +8%
MC
392
Moors & Cabot
Massachusetts
$289K +$289K +6,852 New
Franklin Resources
393
Franklin Resources
California
$287K – – –
FIM
394
Freedom Investment Management
Connecticut
$284K -$24.6K -582 -8%
SIAS
395
Summit Investment Advisory Services
Minnesota
$278K +$3.71K +88 +1%
FFG
396
Fortem Financial Group
California
$277K – – –
TWP
397
Tempus Wealth Planning
California
$271K -$84 -2 -0%
WSCM
398
Wellington Shields Capital Management
New York
$271K +$8.99K +213 +3%
DI
399
DFPG Investments
Utah
$270K -$14.5K -352 -5%
WA
400
Waddell & Associates
Tennessee
$268K – – –
14 15
16
17 18