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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 %
BTI
426
Blue Trust Inc
Georgia
$328K +$61.6K +1,297 +23%
PA
427
Pinnacle Associates
New York
$326K -$5.22K -110 -2%
Bank of New York Mellon
428
Bank of New York Mellon
New York
$325K +$88.1K +1,856 +37%
TIA
429
Tiemann Investment Advisors
California
$325K -$35.6K -750 -10%
ATPW
430
Ashton Thomas Private Wealth
Arizona
$324K -$85.4K -1,800 -21%
Franklin Resources
431
Franklin Resources
California
$323K – – –
FIM
432
Freedom Investment Management
Connecticut
$322K -$18.4K -388 -5%
SIAS
433
Summit Investment Advisory Services
Minnesota
$321K +$4.27K +90 +1%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$319K +$319K +6,717 New
IWN
435
Independent Wealth Network
Iowa
$317K -$190 -4 -0.1%
IWM
436
IHT Wealth Management
Illinois
$310K -$50.9K -1,072 -14%
GTAM
437
Global Trust Asset Management
Florida
$301K +$204K +4,300 +210%
CWM
438
Collaborative Wealth Management
Florida
$298K -$142 -3 -0%
LCM
439
Lazari Capital Management
California
$298K – – –
RFA
440
Register Financial Advisors
Georgia
$294K +$3.37K +71 +1%
EWM
441
Edge Wealth Management
New York
$294K – – –
RPGK
442
Retirement Planning Group (Kansas)
Kansas
$291K +$9.97K +210 +4%
AWM
443
Activest Wealth Management
Florida
$289K +$234K +4,923 +421%
HWM
444
HB Wealth Management
Georgia
$289K – – –
FWM
445
FFT Wealth Management
Pennsylvania
$288K -$11.9K -251 -4%
EFG
446
Ethos Financial Group
Pennsylvania
$285K – – –
DWA
447
Douglass Winthrop Advisors
New York
$285K – – –
PS
448
Principal Securities
Iowa
$284K -$13.8K -290 -5%
SF
449
Summit Financial
New Jersey
$283K +$283K +5,970 New
CIAS
450
Capital Investment Advisory Services
North Carolina
$283K -$3.13K -66 -1%
16 17
18
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