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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
$90.8M
2
Bank of America
Bank of America
North Carolina
$295M
3
Wells Fargo
Wells Fargo
California
$254M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$507M
2
Goldman Sachs
Goldman Sachs
New York
$373M
3
HWM
HFG Wealth Management
Texas
$1.4M
4
Truist Financial
Truist Financial
North Carolina
$4.92M
5
Citadel Advisors
Citadel Advisors
Florida
$6.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
526
Realta Investment Advisors
Delaware
$195K -$80.2K -1,689 -29%
PA
527
PSI Advisors
Florida
$186K +$427 +9 +0.2%
HT
528
Headlands Technologies
Illinois
$175K -$8.35K -176 -5%
IWA
529
Icon Wealth Advisors
Texas
$172K -$4.7K -99 -3%
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$161K +$49.5K +1,042 +44%
FHA
531
First Horizon Advisors
Tennessee
$159K +$2.42K +51 +2%
CP
532
Castleview Partners
Texas
$156K -$112K -2,362 -42%
WSC
533
Wellington Shields & Co
New York
$148K – – –
RBC
534
Rye Brook Capital
Connecticut
$142K – – –
PB
535
Pinnacle Bancorp
Nebraska
$134K – – –
HNB
536
Hilltop National Bank
Wyoming
$133K +$133K +2,800 New
TWC
537
TD Waterhouse Canada
Ontario, Canada
$128K -$6.23K -138 -5%
LFA
538
LGT Financial Advisors
Texas
$122K -$34.6K -730 -22%
WT
539
Whittier Trust
California
$118K +$2.33K +49 +2%
SG Americas Securities
540
SG Americas Securities
New York
$114K -$155K -3,269 -58%
HCP
541
Hexagon Capital Partners
Arkansas
$110K -$6.07K -128 -5%
CTC
542
Central Trust Company
Missouri
$104K +$4.27K +90 +4%
BWL
543
Bogart Wealth LLC
Virginia
$104K – – –
EWP
544
Elevation Wealth Partners
California
$102K +$3.37K +71 +3%
SSB
545
Sandy Spring Bank
Maryland
$102K – – –
CAM
546
Creekmur Asset Management
Illinois
$97.6K -$110K -2,312 -53%
MHR
547
Matthew Hamilton Rosenberg
$93.2K -$36.2K -762 -28%
MA
548
Montag & Associates
Georgia
$92.6K +$95 +2 +0.1%
AFG
549
Albion Financial Group
Utah
$92.1K – – –
SIS
550
Sound Income Strategies
Florida
$87.6K -$212K -4,463 -71%
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