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Alerian MLP ETF
AMLP

Overview Fund Activity

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
501
Lumature Wealth Partners
Georgia
$18.2K – – –
ME
502
McIlrath & Eck
Washington
$15.8K – – –
FCA
503
Fortis Capital Advisors
Kansas
$15.6K – – –
SC
504
Stephens Consulting
Michigan
$15.5K – – –
HWP
505
Highline Wealth Partners
California
$15.5K +$15.5K +400 New
AW
506
Avion Wealth
Texas
$15K – – –
MRCM
507
M&R Capital Management
New Jersey
$14.4K – – –
CAL
508
Capital Analysts LLC
Pennsylvania
$14K +$14K +350 New
RCM
509
Raleigh Capital Management
North Carolina
$13.3K +$2.55K +66 +24%
ADL
510
Asset Dedication LLC
California
$12K +$12K +300 New
MIM
511
Macroview Investment Management
Maryland
$11.6K +$232 +6 +2%
POIA
512
Pin Oak Investment Advisors
Texas
$11K – – –
OC
513
Oakworth Capital
Alabama
$10K – – –
BlackRock
514
BlackRock
New York
$9.86K +$5.99K +155 +155%
PMFA
515
Plante Moran Financial Advisors
Michigan
$9.86K +$9.86K +255 New
GEA
516
Glen Eagle Advisors
New Jersey
$9.82K – – –
AF
517
Advisornet Financial
Minnesota
$9.78K – – –
MWM
518
Mascoma Wealth Management
New Hampshire
$8.99K – – –
CFGS
519
Concourse Financial Group Securities
Alabama
$8.73K – – –
BFPW
520
BOK Financial Private Wealth
Colorado
$8.54K +$8.54K +221 New
SIS
521
Sound Income Strategies
Florida
$6.96K – – –
MDCM
522
Morgan Dempsey Capital Management
Wisconsin
$6.88K – – –
MRC
523
Millburn Ridgefield Corp
New York
$6.53K +$2.16K +56 +50%
IBOK
524
Independence Bank of Kentucky
Kentucky
$6.18K – – –
AIP
525
Ameritas Investment Partners
Nebraska
$6.11K – – –
19 20
21
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