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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 %
HWM
501
Hohimer Wealth Management
Washington
$220K +$220K +4,646 New
NFSG
502
Newbridge Financial Services Group
Florida
$220K +$14.1K +298 +7%
SCI
503
Stableford Capital II
Arizona
$220K +$220K +4,643 New
RCYC
504
Richard C. Young & Co
Rhode Island
$220K +$220K +4,627 New
ADBIC
505
A.D. Beadell Investment Counsel
Wisconsin
$219K +$219K +4,625 New
CCFM
506
Clear Creek Financial Management
Washington
$217K +$217K +4,573 New
CW
507
Connectus Wealth
Ohio
$217K -$11.6K -245 -5%
IFWM
508
Institute for Wealth Management
Colorado
$216K +$216K +4,556 New
JLBC
509
J.L. Bainbridge & Co
Florida
$216K +$216K +4,554 New
PCMC
510
Private Capital Management (Colorado)
Colorado
$215K +$215K +4,535 New
CA
511
CoreCap Advisors
Michigan
$215K +$215K +4,534 New
FPAS
512
Focus Partners Advisor Solutions
Missouri
$215K +$215K +4,526 New
WSCM
513
Wellington Shields Capital Management
New York
$215K -$90.1K -1,898 -30%
LW
514
Lauer Wealth
Indiana
$214K +$214K +4,553 New
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$214K -$10.2K -214 -5%
GCA
516
Greenwood Capital Associates
South Carolina
$214K +$214K +4,510 New
CCM
517
Chickasaw Capital Management
Tennessee
$213K -$636K -13,400 -75%
QWM
518
Quadcap Wealth Management
Texas
$213K -$41.1K -866 -16%
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$211K +$88.5K +1,864 +72%
GRP
520
Global Retirement Partners
California
$209K +$42K +886 +25%
DDC
521
DF Dent & Co
Maryland
$208K +$208K +4,387 New
OA
522
Oxbow Advisors
Texas
$203K -$3.86M -81,364 -95%
MOS
523
MGO One Seven
Ohio
$203K -$90.3K -1,902 -31%
EWA
524
Exencial Wealth Advisors
Oklahoma
$201K +$201K +4,226 New
CW
525
CreativeOne Wealth
Kansas
$200K -$25K -527 -11%
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