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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 %
DT
576
Diversified Trust
Tennessee
– -$663K -16,908 Closed
BMCM
577
Black Maple Capital Management
Wisconsin
– -$546K -13,929 Closed
CW
578
CreativeOne Wealth
Kansas
– -$480K -12,252 Closed
EWA
579
EverSource Wealth Advisors
Alabama
– -$459K -11,713 Closed
TI
580
Tidal Investments
Wisconsin
– -$375K -9,559 Closed
TSS
581
Two Sigma Securities
New York
– -$361K -9,206 Closed
ASI
582
Advisory Services & Investments
Oregon
– -$327K -8,346 Closed
RH
583
RFG Holdings
Texas
– -$225K -5,827 Closed
FWP
584
Firethorn Wealth Partners
Georgia
– -$209K -5,320 Closed
SEP
585
Southland Equity Partners
Missouri
– -$206K -5,259 Closed
GFG
586
Greystone Financial Group
Michigan
– -$203K -5,190 Closed
DI
587
Disciplined Investments
Oklahoma
– -$49K -1,249 Closed
RI
588
Ridgewood Investments
New Jersey
– -$42.2K -1,075 Closed
WAM
589
Worth Asset Management
Texas
– -$37.9K -967 Closed
IGWM
590
ICA Group Wealth Management
Colorado
– -$35.3K -901 Closed
CWA
591
Clearview Wealth Advisors
Oregon
– -$30.8K -784 Closed
WP
592
WealthPLAN Partners
Nebraska
– -$11.8K -300 Closed
FMTCOCP
593
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$10K -250 Closed
HB
594
Horizon Bancorp
Indiana
– -$4K -104 Closed
CWP
595
Concord Wealth Partners
Virginia
– -$4.01K -102 Closed
CFO
596
CVA Family Office
Colorado
– -$3.14K -80 Closed
AIP
597
Ameritas Investment Partners
Nebraska
– -$1.1K -28 Closed
CIA
598
Cape Investment Advisory
Georgia
– -$941 -24 Closed
GWS
599
Glassman Wealth Services
Virginia
– -$667 -17 Closed
CA
600
Clearstead Advisors
Ohio
– -$11 – –
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