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Alerian MLP ETF
AMLP

Overview Fund Activity

455 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 156 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+27
Holders Change %
+6.31%
% of All Funds
8.01%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
81
Increased
156
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$78.6M
2
UBS Group
2
UBS Group
Switzerland
$91M
3
Jane Street
3
Jane Street
New York
$18.5M
4
Citigroup
4
Citigroup
New York
$31.4M
5
Bank of America
5
Bank of America
North Carolina
$141M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$341M
2
DCP
2
Diameter Capital Partners
New York
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$16M
4
SI
4
Stephens Inc
Arkansas
$39M
5
Creative Planning
5
Creative Planning
Kansas
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$13.9M +$6.69M +219,207 +92%
FWM
27
FFT Wealth Management
Pennsylvania
$13.6M +$445K +14,592 +3%
SFBLI
28
Southern Farm Bureau Life Insurance
Mississippi
$12M +$4.8M +157,460 +67%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$11.7M +$2.19M +71,837 +23%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.4M -$698K -23,368 -6%
Truist Financial
31
Truist Financial
North Carolina
$11M +$7M +229,389 +177%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.8M -$692K -22,687 -6%
HWA
33
Heartwood Wealth Advisors
Virginia
$10.6M +$10.6M +347,229 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$10.5M -$763K -25,000 -7%
JIP
35
Jaffetilchin Investment Partners
Florida
$10.1M +$9.18M +301,154 +994%
ARMC
36
American Research & Management Company
Massachusetts
$9.73M -$35.2K -1,153 -0.4%
SG Americas Securities
37
SG Americas Securities
New York
$9.54M +$4.1M +134,549 +76%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$9.17M -$2.37M -77,737 -21%
PAIM
39
Punch & Associates Investment Management
Minnesota
$9.15M +$409K +13,395 +5%
MC
40
Muhlenkamp & Co
Pennsylvania
$9.1M +$738K +22,744 +9%
FPCP
41
Fort Point Capital Partners
California
$8.48M +$931K +30,522 +12%
RCYC
42
Richard C. Young & Co
Rhode Island
$8.28M +$726K +23,813 +10%
FIM
43
FWL Investment Management
Texas
$7.91M +$936K +30,688 +13%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$7.68M -$465K -15,258 -6%
NAS
45
Nicolet Advisory Services
Wisconsin
$7.66M -$486K -15,942 -6%
NCM
46
Novare Capital Management
North Carolina
$7.25M – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.17M +$776K +25,450 +12%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$6.95M +$2.43M +79,564 +54%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.65M -$1.78M -58,299 -21%
BJL
50
Brighton Jones LLC
Washington
$5.73M -$952K -31,223 -14%
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