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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 %
WS
401
Wedbush Securities
California
$211K -$99.3K -2,607 -32%
HAS
402
HBW Advisory Services
California
$207K -$1.07M -28,084 -84%
NEWAS
403
N.E.W. Advisory Services
Wisconsin
$206K +$206K +5,401 New
CWS
404
Cypress Wealth Services
California
$205K +$2.25K +59 +1%
RPGK
405
Retirement Planning Group (Kansas)
Kansas
$205K +$205K +5,376 New
AP
406
Arlington Partners
Alabama
$204K – – –
FWP
407
Firethorn Wealth Partners
Georgia
$203K +$203K +5,330 New
G
408
Gainplan
Michigan
$202K +$202K +5,315 New
NFSG
409
Newbridge Financial Services Group
Florida
$194K +$43.8K +1,150 +29%
RG
410
Retirement Group
California
$189K +$101K +2,652 +115%
CW
411
Connectus Wealth
Ohio
$187K -$27.8K -730 -13%
LC
412
Lindbrook Capital
California
$185K -$4.87K -128 -3%
HNB
413
Huntington National Bank
Ohio
$183K -$177K – –
Qube Research & Technologies (QRT)
414
Qube Research & Technologies (QRT)
United Kingdom
$182K -$1.24M -32,668 -87%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$180K +$16.9K +443 +10%
PA
416
PSI Advisors
Florida
$176K -$21.4K -562 -11%
RIA
417
Realta Investment Advisors
Delaware
$171K -$64.2K -1,686 -27%
Fidelity Investments
418
Fidelity Investments
Massachusetts
$167K -$53.5K -1,406 -24%
SWM
419
Spire Wealth Management
Virginia
$161K +$52.8K +1,385 +49%
DWP
420
Destiny Wealth Partners
Florida
$158K – – –
MCM
421
Magnolia Capital Management
New York
$142K – – –
MHR
422
Matthew Hamilton Rosenberg
$136K – – –
BWM
423
Baystate Wealth Management
Massachusetts
$132K +$2.35K +62 +2%
FHA
424
First Horizon Advisors
Tennessee
$129K -$381 -10 -0.3%
BWA
425
BDO Wealth Advisors
Florida
$123K – – –
15 16
17
18 19