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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.

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 %
CS
26
Credit Suisse
Switzerland
$24.2M +$5.42M +140,272 +29%
CL
27
Choreo LLC
Illinois
$21.2M -$956K -24,731 -4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$20.1M -$10M -259,999 -33%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$18.3M -$145K -3,754 -0.8%
FAT
30
First American Trust
California
$17.1M -$57.3K -1,482 -0.3%
NW
31
Naviter Wealth
Arkansas
$16.7M -$7.13M -184,481 -30%
MIM
32
Miller Investment Management
Pennsylvania
$15.6M -$389K -10,077 -2%
MSRPS
33
Maryland State Retirement & Pension System
Maryland
$15.4M – – –
MFS
34
Mirabella Financial Services
United Kingdom
$14.9M +$14.9M +384,482 New
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$14.3M +$6.99M +180,776 +95%
BWP
36
Baldwin Wealth Partners
Massachusetts
$12.4M +$129K +3,341 +1%
PCP
37
Proficio Capital Partners
Massachusetts
$12.1M +$2.38M +61,529 +24%
PAIM
38
Punch & Associates Investment Management
Minnesota
$11.9M -$77K -1,992 -0.6%
SFS
39
Searcy Financial Services
Kansas
$11.6M +$181K +4,684 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$11.5M -$587K -15,184 -5%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$11.2M +$11.2M +290,413 New
FTS
42
Fifth Third Securities
Ohio
$11.1M +$1.4M +36,107 +14%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$11.1M +$236K +6,097 +2%
AP
44
Advisors Preferred
Maryland
$11.1M +$11.1M +280,958 New
Citigroup
45
Citigroup
New York
$9.93M +$769K +19,891 +8%
CWM
46
Chicago Wealth Management
Illinois
$9.85M +$806K +20,847 +9%
NCM
47
Novare Capital Management
North Carolina
$9.29M -$3.87K -100 -0%
BDWCC
48
B&D White Capital Company
Texas
$9.18M -$29.8K -771 -0.3%
TA
49
Tectonic Advisors
Texas
$8.9M +$6.03K +156 +0.1%
FIM
50
FWL Investment Management
Texas
$8.82M -$392K -10,151 -4%
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