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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 %
CWM
401
Collaborative Wealth Management
Florida
$239K +$1.01K +26 +0.4%
EWM
402
Edge Wealth Management
New York
$239K – – –
LFG
403
Larson Financial Group
Missouri
$238K -$3.59K -93 -1%
RIA
404
Realta Investment Advisors
Delaware
$237K +$62.7K +1,622 +36%
SWM
405
Spire Wealth Management
Virginia
$236K +$72.5K +1,877 +44%
RG
406
Retirement Group
California
$234K +$42.4K +1,098 +22%
EFG
407
Ethos Financial Group
Pennsylvania
$232K – – –
DI
408
DFPG Investments
Utah
$232K +$232K +5,999 New
G
409
Gainplan
Michigan
$232K +$26.4K +682 +13%
HCMT
410
Highland Capital Management (Tennessee)
Tennessee
$230K – – –
NEWAS
411
N.E.W. Advisory Services
Wisconsin
$230K +$20.8K +537 +10%
KMWM
412
Keudell/Morrison Wealth Management
Oregon
$229K +$229K +5,934 New
AFG
413
Atomi Financial Group
New York
$227K +$227K +5,880 New
Fidelity Investments
414
Fidelity Investments
Massachusetts
$226K +$56.3K +1,458 +33%
RH
415
RFG Holdings
Texas
$225K -$140K -3,634 -38%
SAS
416
Stelac Advisory Services
New York
$223K +$223K +5,770 New
HW
417
Hamilton Wealth
California
$222K +$222K +5,752 New
HWM
418
HB Wealth Management
Georgia
$220K -$1.39K -36 -0.6%
EWM
419
EPG Wealth Management
Georgia
$218K +$3.25K +84 +2%
MBT
420
Montecito Bank & Trust
California
$216K – – –
CAL
421
Capital Advisors Ltd
Ohio
$214K -$101K -2,621 -32%
DIA
422
Dana Investment Advisors
Wisconsin
$211K -$184K -4,768 -47%
CWS
423
Cypress Wealth Services
California
$210K +$2.44K +63 +1%
TFA
424
Teamwork Financial Advisors
Texas
$209K +$209K +5,413 New
RPGK
425
Retirement Planning Group (Kansas)
Kansas
$208K +$387 +10 +0.2%
15 16
17
18 19