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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 %
WSC
426
Wellington Shields & Co
New York
$119K – – –
PA
427
Parallel Advisors
California
$114K +$74.4K +1,953 +187%
CTC
428
Central Trust Company
Missouri
$113K +$1.9K +50 +2%
SSB
429
Sandy Spring Bank
Maryland
$109K – – –
GRP
430
Global Retirement Partners
California
$108K +$228 +6 +0.2%
CTA
431
Colonial Trust Advisors
South Carolina
$101K +$101K +2,645 New
RFA
432
Register Financial Advisors
Georgia
$99.2K +$99.2K +2,606 New
HI
433
Harbour Investments
Wisconsin
$98.4K – – –
CL
434
CSS LLC
Illinois
$95.2K +$95.2K +2,500 New
PB
435
Pinnacle Bancorp
Nebraska
$95K – – –
PCM
436
Pointe Capital Management
Michigan
$94K -$735 -194 -0.8%
HCP
437
Hexagon Capital Partners
Arkansas
$90.2K +$647 +17 +0.7%
GI
438
Gradient Investments
Minnesota
$84.6K +$84.1K +2,208 +14,720%
BWL
439
Bogart Wealth LLC
Virginia
$83.1K – – –
AFG
440
Albion Financial Group
Utah
$76.1K – – –
MA
441
Montag & Associates
Georgia
$70K – – –
CHA
442
Carmichael Hill & Associates
Maryland
$67K +$533 +14 +0.8%
TWC
443
TD Waterhouse Canada
Ontario, Canada
$66K +$9.51K +255 +17%
RBC
444
Romano Brothers & Co
Illinois
$64.7K +$64.7K +1,700 New
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$63.2K – – –
CNBTD
446
Citizens National Bank Trust Department
Mississippi
$63K – – –
AWA
447
Artemis Wealth Advisors
New York
$61.1K – – –
SFFS
448
Stonehage Fleming Financial Services
Jersey
$57.1K – – –
AWM
449
Atticus Wealth Management
Florida
$55.8K -$24K -630 -30%
PGAM
450
Princeton Global Asset Management
New Jersey
$51K +$51K +1,350 New
16 17
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