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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 %
MCC
451
Money Concepts Capital
Florida
$209K -$27.1K -641 -11%
PVI
452
Pine Valley Investments
New Jersey
$208K +$208K +4,937 New
LC
453
Lindbrook Capital
California
$205K – – –
MLFP
454
MPS Loria Financial Planners
Illinois
$205K +$205K +4,854 New
CWM
455
Cornerstone Wealth Management
Missouri
$204K +$204K +4,833 New
RFN
456
RDA Financial Network
Iowa
$203K +$203K +4,821 New
CW
457
Connectus Wealth
Ohio
$203K -$20.5K -485 -9%
CCFM
458
Clear Creek Financial Management
Washington
$201K +$201K +4,762 New
TPCW
459
TD Private Client Wealth
New York
$197K -$44.3K -1,049 -18%
CG
460
Cutler Group
California
$194K +$186K +4,403 +2,202%
NFSG
461
Newbridge Financial Services Group
Florida
$192K +$20.5K +485 +12%
UIA
462
Ulland Investment Advisors
Minnesota
$190K +$190K +4,500 New
OP
463
ORG Partners
Indiana
$186K -$147K -3,481 -44%
BTI
464
Blue Trust Inc
Georgia
$181K +$164K +4,171 +950%
PA
465
PSI Advisors
Florida
$173K -$19.6K -464 -10%
LFA
466
LGT Financial Advisors
Texas
$163K +$163K +3,854 New
MCM
467
Magnolia Capital Management
New York
$157K – – –
BWM
468
Baystate Wealth Management
Massachusetts
$156K +$3.08K +73 +2%
IWP
469
Icon Wealth Partners
Texas
$147K +$2.7K +64 +2%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$145K +$74.9K +1,775 +107%
FHA
471
First Horizon Advisors
Tennessee
$137K -$5.49K -130 -4%
WSC
472
Wellington Shields & Co
New York
$132K – – –
RBC
473
Rye Brook Capital
Connecticut
$127K – – –
PB
474
Pinnacle Bancorp
Nebraska
$119K – – –
MHR
475
Matthew Hamilton Rosenberg
$118K -$4.26K -101 -3%
17 18
19
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