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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
1
Goldman Sachs
New York
$416M
2
OPAM
2
Ocean Park Asset Management
California
$37.4M
3
Ameriprise
3
Ameriprise
Minnesota
$43.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$43.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$232M
2
Creative Planning
2
Creative Planning
Kansas
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$392M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$21.1M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$21.1M -$21.6M -512,279 -51%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$19.9M +$3.71M +87,989 +23%
NW
28
Naviter Wealth
Arkansas
$19.7M +$2.67M +63,219 +16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$19.5M -$454K -10,764 -2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$17.5M -$40.3K -955 -0.2%
MSRPS
31
Maryland State Retirement & Pension System
Maryland
$16.9M – – –
PCP
32
Proficio Capital Partners
Massachusetts
$16.6M +$839K +19,891 +5%
FTS
33
Fifth Third Securities
Ohio
$14.8M +$3.13M +74,125 +27%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$14M +$1.6M +37,807 +13%
SFS
35
Searcy Financial Services
Kansas
$13.3M +$79K +1,872 +0.6%
BWP
36
Baldwin Wealth Partners
Massachusetts
$13M -$221K -5,240 -2%
BIM
37
Bullseye Investment Management
Ohio
$12.9M +$8.43M +199,807 +189%
HGERS
38
Householder Group Estate & Retirement Specialist
Arizona
$12.6M +$12.6M +298,563 New
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$12.5M +$84.9K +1,973 +0.7%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$11.9M -$21M -497,486 -64%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$10.9M +257,431 New
AP
42
Advisors Preferred
Maryland
$10.6M +$10.6M +254,821 New
NCM
43
Novare Capital Management
North Carolina
$10.5M +$372K +8,804 +4%
FIM
44
FWL Investment Management
Texas
$9.76M +$252K +5,962 +3%
PAIM
45
Punch & Associates Investment Management
Minnesota
$9.57M -$2.84M -67,416 -23%
TA
46
Tectonic Advisors
Texas
$9.5M -$155K -3,682 -2%
NAS
47
Nicolet Advisory Services
Wisconsin
$8.61M +$309K +7,637 +4%
PA
48
PFG Advisors
Arizona
$8.44M +$1.18M +28,041 +16%
CCA
49
Checchi Capital Advisers
California
$8.42M -$106K -2,507 -1%
IPW
50
IronBridge Private Wealth
Texas
$8.38M +$76.4K +1,810 +0.9%
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