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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 %
MOS
401
MGO One Seven
Ohio
$268K +$268K +6,350 New
FWM
402
FFT Wealth Management
Pennsylvania
$266K -$21.1K -500 -7%
LCM
403
Lazari Capital Management
California
$265K -$4.22K -100 -2%
CWM
404
Collaborative Wealth Management
Florida
$264K +$1.22K +29 +0.5%
EWM
405
Edge Wealth Management
New York
$261K – – –
CIAS
406
Capital Investment Advisory Services
North Carolina
$259K +$259K +6,138 New
RG
407
Retirement Group
California
$258K +$1.1K +26 +0.4%
HWM
408
HB Wealth Management
Georgia
$257K +$16.1K +382 +7%
SCA
409
Snowden Capital Advisors
New York
$256K -$83.6K -1,982 -25%
PA
410
Parallel Advisors
California
$256K +$72.9K +1,727 +40%
VCM
411
Virtue Capital Management
Tennessee
$256K – – –
RPGK
412
Retirement Planning Group (Kansas)
Kansas
$255K -$12.4K -294 -5%
NEWAS
413
N.E.W. Advisory Services
Wisconsin
$254K -$1.6K -38 -0.6%
SG Americas Securities
414
SG Americas Securities
New York
$254K -$230K -5,431 -47%
MAP
415
Milestone Advisory Partners
North Carolina
$254K +$254K +6,009 New
BCM
416
Buckhead Capital Management
Georgia
$253K +$253K +6,006 New
IWM
417
IHT Wealth Management
Illinois
$253K -$25.4K -601 -9%
Vontobel Holding
418
Vontobel Holding
Switzerland
$253K -$19K -450 -7%
RFC
419
Regions Financial Corp
Alabama
$253K – – –
EFG
420
Ethos Financial Group
Pennsylvania
$253K – – –
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$251K +$251K +5,953 New
GHAM
422
Gilman Hill Asset Management
Connecticut
$249K -$4.22K -100 -2%
EWM
423
EPG Wealth Management
Georgia
$245K +$2.79K +66 +1%
CHJWM
424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244K +$29.7K +700 +14%
WA
425
WESPAC Advisors
California
$244K +$244K +5,774 New
15 16
17
18 19