AMLP icon

Alerian MLP ETF

607 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 232 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+44
Holders Change %
+7.82%
% of All Funds
8.9%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
92
Increased
232
Reduced
185
Closed
37
Calls
$20.7M
Puts
$28M
Net Calls
-$7.31M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
26
First American Trust
California
$24.2M +$155K +3,646 +0.6%
NW
27
Naviter Wealth
Arkansas
$23.7M +$3.82M +89,904 +19%
CL
28
Choreo LLC
Illinois
$21.7M -$734K -17,267 -3%
PCP
29
Proficio Capital Partners
Massachusetts
$20.2M +$3.45M +81,104 +21%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$19.6M -$67.5K -1,587 -0.3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$19.2M +$18.3M +429,896 +2,019%
PCIA
32
Prime Capital Investment Advisors
Kansas
$18.1M +$417K +9,811 +2%
MSRPS
33
Maryland State Retirement & Pension System
Maryland
$17M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$16.8M +$10.3M +241,163 +156%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$14.6M +$491K +11,558 +3%
Citadel Advisors
36
Citadel Advisors
Florida
$13.9M +$11.3M +265,782 +443%
SFS
37
Searcy Financial Services
Kansas
$13.4M +$44.6K +1,050 +0.3%
Truist Financial
38
Truist Financial
North Carolina
$13.4M +$9.06M +213,014 +211%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$13.3M +$1.25M +29,292 +10%
BWP
40
Baldwin Wealth Partners
Massachusetts
$13M -$186K -4,372 -1%
AWM
41
Allen Wealth Management
North Carolina
$12.9M +$12.9M +302,571 New
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$12.7M +$32.2K +758 +0.3%
SFWA
43
Summit Financial Wealth Advisors
Louisiana
$12.5M +$152K +3,569 +1%
AP
44
Advisors Preferred
Maryland
$12M +$1.11M +25,981 +10%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$623K +14,658 +6%
FTS
46
Fifth Third Securities
Ohio
$10.2M -$4.72M -110,931 -32%
NCM
47
Novare Capital Management
North Carolina
$10.2M -$374K -8,804 -4%
IPW
48
IronBridge Private Wealth
Texas
$9.92M +$1.48M +34,791 +18%
TA
49
Tectonic Advisors
Texas
$9.53M -$36.6K -861 -0.4%
PAIM
50
Punch & Associates Investment Management
Minnesota
$9.51M -$132K -3,101 -1%