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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 %
US Bancorp
451
US Bancorp
Minnesota
$47.7K – – –
DI
452
Disciplined Investments
Oklahoma
$46K -$1.6K -42 -3%
WAM
453
Worth Asset Management
Texas
$41.4K -$20.4K -535 -33%
DZ Bank
454
DZ Bank
Germany
$41K – – –
S
455
SignatureFD
Georgia
$39.9K – – –
OIA
456
Optimum Investment Advisors
Illinois
$38.1K -$3.81K -100 -9%
SWA
457
Sutton Wealth Advisors
Florida
$38.1K +$38.1K +1,000 New
IFAM
458
Institutional & Family Asset Management
Colorado
$37K +$685 +18 +2%
IGWM
459
ICA Group Wealth Management
Colorado
$34.3K +$34.3K +901 New
GWM
460
Geneos Wealth Management
Colorado
$33K -$21.7K -570 -40%
FCMT
461
Founders Capital Management (Texas)
Texas
$31K – – –
AAG
462
Armstrong Advisory Group
Massachusetts
$30.8K +$30.8K +808 New
CT
463
Colonial Trust
South Carolina
$30.1K +$30.1K +791 New
CWA
464
Clearview Wealth Advisors
Oregon
$29.2K +$29.2K +767 New
SWM
465
Sanctuary Wealth Management
Idaho
$28.9K +$28.9K +760 New
BC
466
Barrett & Company
Rhode Island
$28.7K – – –
SCA
467
Stonebridge Capital Advisors
Minnesota
$28.2K -$41.9K -1,100 -60%
PFA
468
Pathway Financial Advisers
Indiana
$26.5K +$26.5K +697 New
AWM
469
Accurate Wealth Management
Florida
$26.4K +$26.4K +672 New
FFA
470
Farther Finance Advisors
California
$25.1K +$25.1K +658 New
CHC
471
City Holding Co
West Virginia
$24.4K – – –
AAP
472
Arax Advisory Partners
Colorado
$23.4K +$114 +3 +0.5%
GI
473
GS Investments
Minnesota
$22.8K – – –
CWC
474
Carolinas Wealth Consulting
North Carolina
$22.1K +$419 +11 +2%
AA
475
Ancora Advisors
Ohio
$21K – – –
17 18
19
20 21