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Alerian MLP ETF
AMLP

Overview Fund Activity

513 hedge funds and large institutions have $3.05B invested in Alerian MLP ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+9
Holders Change %
+1.79%
% of All Funds
8.87%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
66
Increased
184
Reduced
171
Closed
49
Calls
$56.8M
Puts
$49.8M
Net Calls
+$6.96M
Net Calls Change
+$37.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.8M
3
MSRPS
Maryland State Retirement & Pension System
Maryland
+$14.6M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$12.5M
5
AIM
Allen Investment Management
New York
+$8.55M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$48.2M
2
Goldman Sachs
Goldman Sachs
New York
-$45.4M
3
PCP
Proficio Capital Partners
Massachusetts
-$37.9M
4
FWM
FFT Wealth Management
Pennsylvania
-$16.2M
5
LP
LGL Partners
Pennsylvania
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
401
Destiny Wealth Partners
Florida
$152K +$146K +4,000 +2,500%
NFSG
402
Newbridge Financial Services Group
Florida
$144K – – –
MCC
403
Money Concepts Capital
Florida
$141K +$10.6K +291 +8%
MCM
404
Magnolia Capital Management
New York
$136K – – –
MHR
405
Matthew Hamilton Rosenberg
$130K -$3.9K -107 -3%
BWM
406
Baystate Wealth Management
Massachusetts
$125K -$73.8K -2,015 -37%
FHA
407
First Horizon Advisors
Tennessee
$124K -$9.51K -261 -7%
BWA
408
BDO Wealth Advisors
Florida
$118K – – –
GRP
409
Global Retirement Partners
California
$118K +$19.8K +473 +20%
IWA
410
Icon Wealth Advisors
Texas
$118K +$118K +3,238 New
WSC
411
Wellington Shields & Co
New York
$114K +$4.39K +120 +4%
BWP
412
Baldwin Wealth Partners
Massachusetts
$111K +$36.6K +1,000 +49%
CTC
413
Central Trust Company
Missouri
$106K -$20K -550 -16%
SWM
414
Spire Wealth Management
Virginia
$104K -$102K -2,775 -49%
SSB
415
Sandy Spring Bank
Maryland
$104K – – –
PB
416
Pinnacle Bancorp
Nebraska
$91K +$91K +2,484 New
HI
417
Harbour Investments
Wisconsin
$89K – – –
HCP
418
Hexagon Capital Partners
Arkansas
$86K +$585 +16 +0.7%
RG
419
Retirement Group
California
$85K -$26.3K -715 -24%
BWL
420
Bogart Wealth LLC
Virginia
$80K -$60.4K -1,649 -43%
AFG
421
Albion Financial Group
Utah
$73K – – –
AWM
422
Atticus Wealth Management
Florida
$72K – – –
SCA
423
Stonebridge Capital Advisors
Minnesota
$67K -$43K -1,180 -39%
MA
424
Montag & Associates
Georgia
$67K +$14.6K +400 +28%
CHA
425
Carmichael Hill & Associates
Maryland
$64K -$10.5K -286 -14%
15 16
17
18 19