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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
+$16M
2
Goldman Sachs
Goldman Sachs
New York
+$12M
3
Morgan Stanley
Morgan Stanley
New York
+$9.99M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.37M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$8.56M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$31.8M
2
Creative Planning
Creative Planning
Kansas
-$26.2M
3
CS
Credit Suisse
Switzerland
-$24.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17M
5
MIM
Miller Investment Management
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
451
TD Waterhouse Canada
Ontario, Canada
$80K +$13.8K +348 +21%
MA
452
Montag & Associates
Georgia
$76.2K +$78 +2 +0.1%
WTG
453
West Tower Group
Virginia
$75.5K +$75.5K +1,925 New
CSC
454
Caldwell Sutter Capital
California
$72.1K +$18.7K +476 +35%
CHA
455
Carmichael Hill & Associates
Maryland
$70.3K +$667 +17 +1%
ME
456
McIlrath & Eck
Washington
$67K +$51K +1,300 +317%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$65.1K – – –
CNBTD
458
Citizens National Bank Trust Department
Mississippi
$65.1K – – –
AWA
459
Artemis Wealth Advisors
New York
$62.9K – – –
FCAG
460
First Capital Advisors Group
New Jersey
$62K +$62K +1,582 New
AWM
461
Atticus Wealth Management
Florida
$61.9K +$314 +8 +0.5%
KSWA
462
Kathleen S. Wright Associates
Pennsylvania
$60.6K – – –
GI
463
Gradient Investments
Minnesota
$58.5K – – –
AA
464
Ancora Advisors
Ohio
$57.9K +$35.9K +917 +164%
PGAM
465
Princeton Global Asset Management
New Jersey
$52.9K – – –
DI
466
Disciplined Investments
Oklahoma
$49K – – –
BBHC
467
Brown Brothers Harriman & Co
New York
$48.9K +$48.9K +1,247 New
RI
468
Ridgewood Investments
New Jersey
$42.2K – – –
GWM
469
Geneos Wealth Management
Colorado
$41.3K +$11.2K +286 +37%
IFAM
470
Institutional & Family Asset Management
Colorado
$39.7K +$863 +22 +2%
OIA
471
Optimum Investment Advisors
Illinois
$39.2K – – –
WAM
472
Worth Asset Management
Texas
$37.9K -$784 -20 -2%
AAG
473
Armstrong Advisory Group
Massachusetts
$35.6K – – –
IGWM
474
ICA Group Wealth Management
Colorado
$35.3K – – –
TRCT
475
Tower Research Capital (TRC)
New York
$31.8K +$31.4K +800 +8,000%
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