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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
1832 Asset Management
Ontario, Canada
+$33.4M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
Wells Fargo
Wells Fargo
California
+$19M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$474M
2
Goldman Sachs
Goldman Sachs
New York
-$41.8M
3
HWM
HFG Wealth Management
Texas
-$28.4M
4
Truist Financial
Truist Financial
North Carolina
-$9.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Astor Investment Management
Illinois
$257K -$414K -8,728 -62%
DAS
477
Diversify Advisory Services
Utah
$253K +$253K +5,334 New
BOPW
478
Brandywine Oak Private Wealth
Pennsylvania
$253K +$253K +5,333 New
SWM
479
SeaCrest Wealth Management
New York
$249K -$161K -3,389 -39%
PPWP
480
Premier Path Wealth Partners
New Jersey
$243K +$4.51K +95 +2%
IP
481
Intellectus Partners
California
$242K +$242K +5,095 New
SW
482
SteelPeak Wealth
California
$241K +$241K +5,087 New
VCP
483
Verus Capital Partners
Arizona
$240K -$9.11K -192 -4%
OPCM
484
Osborne Partners Capital Management
California
$239K +$239K +5,035 New
FG
485
Fiduciary Group
Georgia
$237K – – –
IAA
486
Independent Advisor Alliance
North Carolina
$237K +$237K +5,000 New
HNB
487
Huntington National Bank
Ohio
$233K -$227K – –
GVAG
488
Great Valley Advisor Group
Delaware
$233K +$233K +4,911 New
LRWA
489
Long Run Wealth Advisors
New York
$233K +$233K +4,900 New
LC
490
Lindbrook Capital
California
$231K – – –
GHAM
491
Gilman Hill Asset Management
Connecticut
$230K -$49.4K -1,040 -18%
CWM
492
Cornerstone Wealth Management
Missouri
$229K -$1.14K -24 -0.5%
EWA
493
EP Wealth Advisors
California
$228K +$228K +4,810 New
TFA
494
Teamwork Financial Advisors
Texas
$228K -$10K -211 -4%
KeyBank National Association
495
KeyBank National Association
Ohio
$227K +$227K +4,792 New
WTA
496
Washington Trust Advisors
Massachusetts
$226K -$32.8K -691 -13%
TPCW
497
TD Private Client Wealth
New York
$225K +$18.3K +386 +9%
MCWS
498
McKinley Carter Wealth Services
West Virginia
$224K – – –
TWP
499
Tempus Wealth Planning
California
$221K -$35.7K -752 -14%
WLPWM
500
Walled Lake Planning & Wealth Management
Illinois
$221K +$221K +4,650 New
18 19
20
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