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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMT
476
Founders Capital Management (Texas)
Texas
$31.7K – – –
JMF
477
Johnson Midwest Financial
Iowa
$31.4K +$31.4K +800 New
CT
478
Colonial Trust
South Carolina
$31K – – –
CWA
479
Clearview Wealth Advisors
Oregon
$30.8K +$353 +9 +1%
BWA
480
BDO Wealth Advisors
Florida
$30.7K – – –
SWM
481
Sanctuary Wealth Management
Idaho
$29.8K +$29.8K +760 New
UB
482
UMB Bank
Missouri
$28.5K +$1.18K +30 +4%
FFA
483
Farther Finance Advisors
California
$25.8K – – –
BC
484
Barrett & Company
Rhode Island
$25.7K -$3.92K -100 -13%
CHC
485
City Holding Co
West Virginia
$25.1K – – –
CWC
486
Carolinas Wealth Consulting
North Carolina
$23.7K +$510 +13 +2%
CCM
487
Chilton Capital Management
Texas
$23.5K – – –
GI
488
GS Investments
Minnesota
$23.5K – – –
SCA
489
Stonebridge Capital Advisors
Minnesota
$22.7K – – –
AIC
490
Archer Investment Corporation
Indiana
$21.3K – – –
FMP
491
Financial Management Professionals
Texas
$21K +$438 +11 +2%
Toronto Dominion Bank
492
Toronto Dominion Bank
Ontario, Canada
$20K – – –
BTI
493
Blue Trust Inc
Georgia
$17K -$998K -25,776 -98%
CAL
494
Capital Analysts LLC
Pennsylvania
$16K +$2.17K +55 +16%
LWP
495
Lumature Wealth Partners
Georgia
$15.7K -$2.78K -71 -15%
LCM
496
Logan Capital Management
Pennsylvania
$15.7K +$15.7K +400 New
PFBT
497
Parkside Financial Bank & Trust
Missouri
$15.5K +$15.5K +395 New
AW
498
Avion Wealth
Texas
$15K – – –
MRCM
499
M&R Capital Management
New Jersey
$14.6K – – –
RCM
500
Raleigh Capital Management
North Carolina
$13.8K +$275 +7 +2%
18 19
20
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