AMLP icon

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.

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
1
Bank of America
North Carolina
$245M
2
Goldman Sachs
2
Goldman Sachs
New York
$335M
3
Morgan Stanley
3
Morgan Stanley
New York
$387M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$168M
2
Creative Planning
2
Creative Planning
Kansas
$131M
3
CS
3
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.36M
5
MIM
5
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$18.6M +$24K +611 +0.1%
FAT
27
First American Trust
California
$18.5M +$1.15M +29,298 +7%
PCIA
28
Prime Capital Investment Advisors
Kansas
$16.3M +$8.56M +218,384 +111%
NW
29
Naviter Wealth
Arkansas
$15.8M -$1.15M -29,220 -7%
MSRPS
30
Maryland State Retirement & Pension System
Maryland
$15.7M – – –
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$15.1M +$535K +13,655 +4%
PCP
32
Proficio Capital Partners
Massachusetts
$14.6M +$2.33M +59,354 +19%
BWP
33
Baldwin Wealth Partners
Massachusetts
$12.3M -$290K -7,395 -2%
SFS
34
Searcy Financial Services
Kansas
$12.3M +$477K +12,154 +4%
PAIM
35
Punch & Associates Investment Management
Minnesota
$11.5M -$539K -13,751 -4%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$11.5M -$118K -3,010 -1%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$11.3M +$60.9K +1,553 +0.5%
FTS
38
Fifth Third Securities
Ohio
$10.9M -$399K -10,178 -4%
NCM
39
Novare Capital Management
North Carolina
$9.43M – – –
TA
40
Tectonic Advisors
Texas
$8.97M -$61.2K -1,560 -0.7%
FIM
41
FWL Investment Management
Texas
$8.83M -$117K -2,995 -1%
NAS
42
Nicolet Advisory Services
Wisconsin
$8.04M +$137K +3,484 +2%
BFS
43
Bard Financial Services
Connecticut
$7.95M +$101K +2,575 +1%
CCA
44
Checchi Capital Advisers
California
$7.92M +$1.27M +32,397 +19%
IPW
45
IronBridge Private Wealth
Texas
$7.72M +$4.4M +112,195 +133%
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$7.68M -$485K -12,369 -6%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.57M -$64.2K -1,637 -0.8%
CGA
48
Crescent Grove Advisors
Illinois
$7.55M +$7.55M +192,490 New
Citigroup
49
Citigroup
New York
$7.5M -$2.57M -65,594 -26%
ASN
50
Advisory Services Network
Georgia
$7.46M +$1.02M +25,943 +16%
1
2
3 4 5