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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 %
LTI
551
Laffer Tengler Investments
Tennessee
$4.22K -$2.95K -70 -41%
DJSG
552
D.J. St. Germain
Massachusetts
$3.5K – – –
SCA
553
Stonebridge Capital Advisors
Minnesota
$3.38K -$21.1K -500 -86%
AWM
554
Activest Wealth Management
Florida
$3.08K +$3.08K +73 New
BAAM
555
Baker Avenue Asset Management
California
$2.69K -$11.7K -278 -81%
VWM
556
Venturi Wealth Management
Texas
$2.61K – – –
IHWM
557
Iron Horse Wealth Management
Iowa
$2.19K +$2.19K +52 New
HWP
558
Hibernia Wealth Partners
Louisiana
$2.11K +$2.11K +50 New
CAS
559
Coppell Advisory Solutions
Texas
$1.9K – – –
FRA
560
Front Row Advisors
California
$1.48K – – –
TFA
561
Transamerica Financial Advisors
Florida
$1K +$250 +1 +33%
AssetMark Inc
562
AssetMark Inc
California
$783 +$701 +17 +850%
MCM
563
MV Capital Management
Maryland
$760 – – –
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$549 – – –
BFS
565
Bard Financial Services
Connecticut
– -$7.95M -202,700 Closed
CGA
566
Crescent Grove Advisors
Illinois
– -$7.55M -192,490 Closed
JIC
567
Johnson Investment Counsel
Ohio
– -$2.03M -51,788 Closed
MGWM
568
Marks Group Wealth Management
Minnesota
– -$1.52M -38,829 Closed
SWA
569
Strategies Wealth Advisors
Michigan
– -$1.26M -32,209 Closed
VF
570
Virtu Financial
New York
– -$1.21M -30,812 Closed
SI
571
Saxon Interests
Texas
– -$1.2M -30,617 Closed
LWM
572
Laidlaw Wealth Management
New York
– -$1.15M -29,205 Closed
V
573
Veritable
Delaware
– -$967K -24,670 Closed
FMN
574
Financial Management Network
California
– -$885K -22,343 Closed
BIP
575
Blueprint Investment Partners
North Carolina
– -$756K -19,277 Closed
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