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Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$416M
2
OPAM
Ocean Park Asset Management
California
$37.4M
3
Ameriprise
Ameriprise
Minnesota
$43.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$43.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$232M
2
Creative Planning
Creative Planning
Kansas
$111M
3
Morgan Stanley
Morgan Stanley
New York
$392M
4
Wolverine Trading
Wolverine Trading
Illinois
$21.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
501
Institutional & Family Asset Management
Colorado
$43.6K +$886 +21 +2%
OIA
502
Optimum Investment Advisors
Illinois
$42.2K – – –
AAG
503
Armstrong Advisory Group
Massachusetts
$34.1K -$4.22K -100 -11%
FCMT
504
Founders Capital Management (Texas)
Texas
$34.1K – – –
JMF
505
Johnson Midwest Financial
Iowa
$33.8K – – –
CT
506
Colonial Trust
South Carolina
$33.4K – – –
SWM
507
Sanctuary Wealth Management
Idaho
$32.1K – – –
PWMG
508
Provence Wealth Management Group
California
$31.3K +$31.3K +743 New
UB
509
UMB Bank
Missouri
$30.7K – – –
FFA
510
Farther Finance Advisors
California
$27.8K – – –
BC
511
Barrett & Company
Rhode Island
$27.6K – – –
CHC
512
City Holding Co
West Virginia
$27K – – –
CCM
513
Chilton Capital Management
Texas
$25.3K – – –
GI
514
GS Investments
Minnesota
$25.3K – – –
FMP
515
Financial Management Professionals
Texas
$23K +$470 +11 +2%
AW
516
Avion Wealth
Texas
$23K +$6.8K +168 +42%
AIC
517
Archer Investment Corporation
Indiana
$22.9K – – –
Toronto Dominion Bank
518
Toronto Dominion Bank
Ontario, Canada
$21.1K – – –
AWM
519
Avior Wealth Management
Nebraska
$19.2K -$159K -3,752 -89%
CAL
520
Capital Analysts LLC
Pennsylvania
$17K – – –
LCM
521
Logan Capital Management
Pennsylvania
$16.9K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$16.7K – – –
MRCM
523
M&R Capital Management
New Jersey
$15.7K – – –
RCM
524
Raleigh Capital Management
North Carolina
$14K -$759 -18 -5%
CFS
525
CGC Financial Services
Oregon
$13.7K – – –
19 20
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