AMLP icon

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 %
HW
426
Hamilton Wealth
California
$243K -$886 -21 -0.4%
LFG
427
Larson Financial Group
Missouri
$243K -$29.4K -697 -11%
KMWM
428
Keudell/Morrison Wealth Management
Oregon
$242K – – –
US Bancorp
429
US Bancorp
Minnesota
$241K +$141K +3,344 +141%
MA
430
Mutual Advisors
Nebraska
$239K +$239K +5,666 New
WTA
431
Washington Trust Advisors
Massachusetts
$239K -$23.1K -548 -9%
ECG
432
Edge Capital Group
Georgia
$235K – – –
CWS
433
Cypress Wealth Services
California
$234K +$2.95K +70 +1%
LA
434
LVW Advisors
New York
$234K – – –
RIA
435
Realta Investment Advisors
Delaware
$231K – – –
WB
436
WesBanco Bank
West Virginia
$230K – – –
DIA
437
Dana Investment Advisors
Wisconsin
$230K – – –
NSG
438
Nalls Sherbakoff Group
Tennessee
$228K +$253 +6 +0.1%
TFA
439
Teamwork Financial Advisors
Texas
$228K -$2.28K -54 -1%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$226K -$35.1K -829 -13%
RFM
441
Royal Fund Management
Florida
$222K +$222K +5,254 New
VCP
442
Verus Capital Partners
Arizona
$221K +$221K +5,239 New
VNB
443
Virginia National Bank
Virginia
$220K +$220K +5,206 New
PCA
444
Pallas Capital Advisors
Massachusetts
$220K +$220K +5,263 New
HNB
445
Huntington National Bank
Ohio
$217K -$193K – –
HI
446
Harbour Investments
Wisconsin
$216K +$102K +2,421 +90%
NWM
447
Northcape Wealth Management
New York
$213K -$84.4K -2,000 -28%
DWA
448
Douglass Winthrop Advisors
New York
$211K +$211K +5,000 New
FG
449
Fiduciary Group
Georgia
$211K +$211K +5,000 New
RFA
450
Register Financial Advisors
Georgia
$210K +$99.2K +2,350 +90%
16 17
18
19 20