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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$90.8M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
Wells Fargo
3
Wells Fargo
California
$254M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$21M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$82.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$507M
2
Goldman Sachs
2
Goldman Sachs
New York
$373M
3
HWM
3
HFG Wealth Management
Texas
$1.4M
4
Truist Financial
4
Truist Financial
North Carolina
$4.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
26
First American Trust
California
$29.1M +$2.09M +43,968 +8%
NW
27
Naviter Wealth
Arkansas
$28.5M +$2.07M +43,621 +8%
CL
28
Choreo LLC
Illinois
$23.6M -$638K -13,438 -3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$21.7M -$199K -4,190 -0.9%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$21M +$17.3M +364,516 +470%
PCIA
31
Prime Capital Investment Advisors
Kansas
$20.4M +$209K +4,395 +1%
MSRPS
32
Maryland State Retirement & Pension System
Maryland
$18.3M – – –
HCM
33
Hilton Capital Management
New York
$17.9M +$8.77M +184,854 +96%
PCP
34
Proficio Capital Partners
Massachusetts
$16.8M -$5.72M -120,532 -25%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$16.7M +$443K +9,339 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$16.3M +$1.48M +31,261 +10%
AP
37
Advisors Preferred
Maryland
$15.5M +$2.2M +46,381 +17%
SFS
38
Searcy Financial Services
Kansas
$15.1M +$115K +2,426 +0.8%
AWM
39
Allen Wealth Management
North Carolina
$14.9M +$565K +11,906 +4%
SFWA
40
Summit Financial Wealth Advisors
Louisiana
$14.3M +$390K +8,207 +3%
BWP
41
Baldwin Wealth Partners
Massachusetts
$14.2M -$226K -4,763 -2%
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$14.2M +$29.3K +618 +0.2%
OPS
43
Orion Portfolio Solutions
Nebraska
$13.7M +$11.9M +251,483 +661%
BCI
44
Brinker Capital Investments
Pennsylvania
$13.7M +$11.9M +251,483 +661%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$499K +10,509 +4%
IPW
46
IronBridge Private Wealth
Texas
$11.9M +$789K +16,635 +7%
NCM
47
Novare Capital Management
North Carolina
$11.4M – – –
CCA
48
Checchi Capital Advisers
California
$11.2M +$900K +18,956 +9%
FFG
49
Fortem Financial Group
California
$11M +$10.7M +225,918 +3,445%
PFS
50
Prospera Financial Services
Texas
$11M +$582K +12,256 +6%
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