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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 %
BCM
526
Blume Capital Management
California
$5.91K – – –
CA
527
Clearstead Advisors
Ohio
$5.91K +$5.91K +153 New
VNIM
528
Vaughan Nelson Investment Management
Texas
$5K – – –
HB
529
Horizon Bancorp
Indiana
$4K – – –
CWP
530
Concord Wealth Partners
Virginia
$3.87K +$77 +2 +2%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$3.87K – – –
KM
532
Kalos Management
Georgia
$3.83K +$3.83K +99 New
AF
533
Allworth Financial
California
$3.52K – – –
PP
534
PFS Partners
New Jersey
$2.98K +$2.98K +77 New
AWM
535
Activest Wealth Management
Florida
$2.7K +$39 +1 +1%
VWM
536
Venturi Wealth Management
Texas
$2.39K +$2.39K +62 New
FGAM
537
Financial Gravity Asset Management
Texas
$1.34K +$1.34K +749 New
FRA
538
Front Row Advisors
California
$1K – – –
TFA
539
Transamerica Financial Advisors
Florida
$1K – – –
CIA
540
Cape Investment Advisory
Georgia
$928 +$928 +24 New
MCM
541
MV Capital Management
Maryland
$696 – – –
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$502 – – –
WA
543
WestEnd Advisors
North Carolina
$232 – – –
AssetMark Inc
544
AssetMark Inc
California
$212 +$170 +4 +400%
State of Wisconsin Investment Board
545
State of Wisconsin Investment Board
Wisconsin
– -$41.3M -1,084,500 Closed
Neuberger Berman Group
546
Neuberger Berman Group
New York
– -$4.11M -107,926 Closed
NIM
547
NXG Investment Management
Texas
– -$3.86M -101,300 Closed
QAM
548
Q3 Asset Management
Michigan
– -$3.49M -91,660 Closed
NL
549
NWAM LLC
Washington
– -$3.28M -86,041 Closed
SG
550
Sourcerock Group
Colorado
– -$3.06M -80,400 Closed
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