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Alerian MLP ETF
AMLP

Overview Fund Activity

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$245M
2
Goldman Sachs
Goldman Sachs
New York
$335M
3
Morgan Stanley
Morgan Stanley
New York
$387M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
426
Huntington National Bank
Ohio
$193K -$198K – –
LC
427
Lindbrook Capital
California
$191K – – –
PA
428
PSI Advisors
Florida
$179K +$431 +11 +0.2%
PA
429
Parallel Advisors
California
$170K +$9.02K +230 +6%
AWM
430
Avior Wealth Management
Nebraska
$165K -$39.6K -1,011 -19%
NFSG
431
Newbridge Financial Services Group
Florida
$159K -$40.8K -1,040 -20%
MCM
432
Magnolia Capital Management
New York
$146K – – –
BWM
433
Baystate Wealth Management
Massachusetts
$142K +$3.06K +78 +2%
IWP
434
Icon Wealth Partners
Texas
$134K +$2.67K +68 +2%
FHA
435
First Horizon Advisors
Tennessee
$132K +$2.08K +53 +2%
AFG
436
Albion Financial Group
Utah
$123K +$47.1K +1,200 +62%
WSC
437
Wellington Shields & Co
New York
$122K – – –
RBC
438
Rye Brook Capital
Connecticut
$118K +$118K +3,000 New
MHR
439
Matthew Hamilton Rosenberg
$113K -$23.3K -595 -17%
PB
440
Pinnacle Bancorp
Nebraska
$111K – – –
HI
441
Harbour Investments
Wisconsin
$106K – – –
RFA
442
Register Financial Advisors
Georgia
$103K +$392 +10 +0.4%
EWP
443
Elevation Wealth Partners
California
$102K -$3.84K -98 -4%
CTC
444
Central Trust Company
Missouri
$99.6K -$18.4K -470 -16%
SSB
445
Sandy Spring Bank
Maryland
$95.7K -$19.2K -490 -17%
HCP
446
Hexagon Capital Partners
Arkansas
$94.3K +$823 +21 +0.9%
GRP
447
Global Retirement Partners
California
$93.7K +$78 +2 +0.1%
US Bancorp
448
US Bancorp
Minnesota
$93.1K +$44K +1,123 +90%
CTA
449
Colonial Trust Advisors
South Carolina
$86.1K -$1.96K -50 -2%
BWL
450
Bogart Wealth LLC
Virginia
$85.6K – – –
16 17
18
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