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Alerian MLP ETF
AMLP

Overview Fund Activity

532 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
166
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$192M
2
AWA
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
Morgan Stanley
New York
$308M
4
Creative Planning
Creative Planning
Kansas
$181M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$8K – – –
National Bank of Canada
502
National Bank of Canada
Quebec, Canada
$7.58K – – –
SIS
503
Sound Income Strategies
Florida
$6.85K – – –
MDCM
504
Morgan Dempsey Capital Management
Wisconsin
$6.78K – – –
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$6.51K +$6.51K +171 New
AIP
506
Ameritas Investment Partners
Nebraska
$6.02K – – –
IBOK
507
Independence Bank of Kentucky
Kentucky
$6K – – –
BCM
508
Blume Capital Management
California
$5.83K – – –
HIA
509
Harbor Investment Advisory
Maryland
$5.1K +$5.1K +134 New
VNIM
510
Vaughan Nelson Investment Management
Texas
$5K – – –
RCC
511
Red Cedar Capital
Nebraska
$5K – – –
DMKJ
512
David M. Knott Jr
$5K – – –
MRC
513
Millburn Ridgefield Corp
New York
$4K – – –
HB
514
Horizon Bancorp
Indiana
$4K +$4K +104 New
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$3.81K – – –
BlackRock
516
BlackRock
New York
$3.81K – – –
BCM
517
Bourgeon Capital Management
Connecticut
$3.81K +$3.81K +100 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K +$3.77K +99 New
CWP
519
Concord Wealth Partners
Virginia
$3.74K +$3.74K +98 New
AF
520
Allworth Financial
California
$3.46K – – –
TWA
521
TCI Wealth Advisors
Arizona
$2.86K – – –
AWM
522
Activest Wealth Management
Florida
$2.62K +$76 +2 +3%
MS
523
Madden Securities
Texas
$1.9K +$1.9K +50 New
CAS
524
Coppell Advisory Solutions
Texas
$1.9K +$1.9K +50 New
CASC
525
Coppell Advisory Solutions Corp
Texas
$1.9K +$1.9K +50 New
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