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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$33.4M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
Wells Fargo
Wells Fargo
California
+$19M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$474M
2
Goldman Sachs
Goldman Sachs
New York
-$41.8M
3
HWM
HFG Wealth Management
Texas
-$28.4M
4
Truist Financial
Truist Financial
North Carolina
-$9.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Kercheville Advisors
Texas
$403K +$59.3K +1,250 +17%
TPWA
402
TRUE Private Wealth Advisors
Oregon
$399K +$5.74K +121 +1%
BAM
403
BTS Asset Management
Massachusetts
$394K +$53.1K +1,119 +16%
RFG
404
RFP Financial Group
Georgia
$393K +$6.41K +135 +2%
Wealthfront Advisers
405
Wealthfront Advisers
California
$387K -$1.99K -42 -0.5%
ACA
406
Atlas Capital Advisors
Wyoming
$386K – – –
FFA
407
First Foundation Advisors
California
$386K +$1.66K +35 +0.4%
Baird Financial Group
408
Baird Financial Group
Wisconsin
$385K -$186K -3,913 -33%
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$379K +$14.2K +300 +4%
AF
410
Allworth Financial
California
$375K -$23.4K -493 -6%
SFG
411
Summit Financial Group
West Virginia
$374K +$123K +2,590 +49%
EW
412
Evexia Wealth
Wisconsin
$372K +$24.8K +534 +7%
HWA
413
HHM Wealth Advisors
Tennessee
$371K – – –
EGM
414
Engineers Gate Manager
New York
$368K +$368K +7,760 New
AOWM
415
Alpha Omega Wealth Management
Virginia
$366K +$2.52K +53 +0.7%
NL
416
NWAM LLC
Washington
$364K -$4.22M -88,801 -92%
GFG
417
Greystone Financial Group
Michigan
$363K +$363K +7,649 New
SAG
418
Spotlight Asset Group
Illinois
$356K – – –
SWM
419
Spire Wealth Management
Virginia
$353K +$3.09K +65 +0.9%
CRWM
420
Castle Rock Wealth Management
California
$348K +$66.2K +1,422 +23%
SFA
421
Sequoia Financial Advisors
Ohio
$343K +$949 +20 +0.3%
WS
422
Wedbush Securities
California
$341K +$37K +780 +12%
PI
423
PFG Investments
New York
$339K +$339K +7,137 New
VWA
424
Visionary Wealth Advisors
Illinois
$334K – – –
HWM
425
Howard Wealth Management
Connecticut
$330K +$59.9K +1,263 +22%
15 16
17
18 19