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Alerian MLP ETF
AMLP

Overview Fund Activity

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
451
Register Financial Advisors
Georgia
$101K +$309 +8 +0.3%
LTI
452
Laffer Tengler Investments
Tennessee
$93K +$93K +2,407 New
HCP
453
Hexagon Capital Partners
Arkansas
$92.2K +$619 +16 +0.7%
GRP
454
Global Retirement Partners
California
$90.8K -$16.8K -442 -16%
CTA
455
Colonial Trust Advisors
South Carolina
$86.8K -$15.5K -400 -15%
BWL
456
Bogart Wealth LLC
Virginia
$84.4K – – –
AAS
457
Ameritas Advisory Services
Nebraska
$76.8K +$76.8K +1,961 New
MA
458
Montag & Associates
Georgia
$75.1K +$3.94K +102 +6%
AFG
459
Albion Financial Group
Utah
$75K -$2.32K -60 -3%
CHA
460
Carmichael Hill & Associates
Maryland
$68.6K +$541 +14 +0.8%
TWC
461
TD Waterhouse Canada
Ontario, Canada
$66K -$3.74K -95 -5%
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$64.2K – – –
CNBTD
463
Citizens National Bank Trust Department
Mississippi
$64.2K – – –
AWA
464
Artemis Wealth Advisors
New York
$62K – – –
AWM
465
Atticus Wealth Management
Florida
$60.7K +$4.06K +105 +7%
KSWA
466
Kathleen S. Wright Associates
Pennsylvania
$59.8K +$59.8K +1,546 New
SFFS
467
Stonehage Fleming Financial Services
Jersey
$58K – – –
GI
468
Gradient Investments
Minnesota
$57.7K -$28.2K -730 -33%
CSC
469
Caldwell Sutter Capital
California
$52.6K +$52.6K +1,362 New
PGAM
470
Princeton Global Asset Management
New Jersey
$52.2K – – –
US Bancorp
471
US Bancorp
Minnesota
$48.4K – – –
DI
472
Disciplined Investments
Oklahoma
$48.3K +$1.62K +42 +3%
RI
473
Ridgewood Investments
New Jersey
$41.6K +$41.6K +1,075 New
OIA
474
Optimum Investment Advisors
Illinois
$38.7K – – –
IFAM
475
Institutional & Family Asset Management
Colorado
$38.3K +$696 +18 +2%
17 18
19
20 21