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Alerian MLP ETF
AMLP

Overview Fund Activity

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$245M
2
Goldman Sachs
Goldman Sachs
New York
$335M
3
Morgan Stanley
Morgan Stanley
New York
$387M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
526
Concord Wealth Partners
Virginia
$4.01K +$79 +2 +2%
HB
527
Horizon Bancorp
Indiana
$4K – – –
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$3.92K – – –
DJSG
529
D.J. St. Germain
Massachusetts
$3.25K +$3.25K +83 New
CFO
530
CVA Family Office
Colorado
$3.14K +$3.14K +80 New
VWM
531
Venturi Wealth Management
Texas
$2.43K – – –
CAS
532
Coppell Advisory Solutions
Texas
$1.96K +$1.96K +50 New
AIP
533
Ameritas Investment Partners
Nebraska
$1.1K -$5.1K -130 -82%
TFA
534
Transamerica Financial Advisors
Florida
$1K – – –
FRA
535
Front Row Advisors
California
$1K – – –
CIA
536
Cape Investment Advisory
Georgia
$941 – – –
MCM
537
MV Capital Management
Maryland
$706 – – –
GWS
538
Glassman Wealth Services
Virginia
$667 +$667 +17 New
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$510 – – –
AssetMark Inc
540
AssetMark Inc
California
$59 -$89 -3 -60%
FGAM
541
Financial Gravity Asset Management
Texas
$28 -$2 -39 -5%
CA
542
Clearstead Advisors
Ohio
$11 -$5.91K -153 Closed
CS
543
Credit Suisse
Switzerland
– -$24.2M -627,013 Closed
MFS
544
Mirabella Financial Services
United Kingdom
– -$14.9M -384,482 Closed
AP
545
Advisors Preferred
Maryland
– -$11.1M -280,958 Closed
CWM
546
Chicago Wealth Management
Illinois
– -$9.85M -254,864 Closed
BDWCC
547
B&D White Capital Company
Texas
– -$9.18M -237,440 Closed
AL
548
Appaloosa LP
New Jersey
– -$7.88M -204,000 Closed
KAH
549
Kathryn A. Hall
– -$3.18M -82,218 Closed
Walleye Capital
550
Walleye Capital
New York
– -$3.15M -81,400 Closed
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