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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 %
CIMLRA
51
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.05M -$495K -12,819 -6%
AL
52
Appaloosa LP
New Jersey
$7.88M – – –
NAS
53
Nicolet Advisory Services
Wisconsin
$7.85M -$454K -11,649 -5%
BFS
54
Bard Financial Services
Connecticut
$7.73M +$412K +10,650 +6%
PCIA
55
Prime Capital Investment Advisors
Kansas
$7.63M -$5.42M -140,255 -42%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$7.53M -$316K -8,186 -4%
Citadel Advisors
57
Citadel Advisors
Florida
$7.25M -$4.73M -122,329 -39%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$7.14M -$2.46M -63,569 -26%
WA
59
Wealth Alliance
New York
$6.75M +$151K +3,903 +2%
IECM
60
Intrinsic Edge Capital Management
Illinois
$6.57M -$5.02M -130,000 -43%
ECM
61
Evergreen Capital Management
Washington
$6.55M +$163K +4,226 +3%
CCA
62
Checchi Capital Advisers
California
$6.55M +$119K +3,080 +2%
CAM
63
Congress Asset Management
Massachusetts
$6.49M -$1.57M -40,563 -19%
CWM
64
Congress Wealth Management
Massachusetts
$6.47M -$1.56M -40,349 -19%
ASN
65
Advisory Services Network
Georgia
$6.35M +$175K +4,531 +3%
ACP
66
Aveo Capital Partners
Colorado
$6.2M -$280K -7,249 -4%
PAG
67
Private Advisor Group
New Jersey
$6.2M +$474K +12,273 +8%
LBWM
68
Left Brain Wealth Management
Illinois
$6.1M -$111K -2,830 -2%
ECM
69
Elgethun Capital Management
South Dakota
$6.02M +$133K +3,380 +2%
CB
70
Commerce Bank
Missouri
$6M -$41.2K -1,067 -0.7%
MCM
71
McKinley Capital Management
Alaska
$5.89M +$320K +8,283 +6%
PA
72
PFG Advisors
Arizona
$5.79M +$5.79M +149,735 New
SAM
73
Shikiar Asset Management
New York
$5.43M +$5.43M +140,545 New
BJL
74
Brighton Jones LLC
Washington
$5.33M -$1.32M -34,072 -20%
VAG
75
VisionPoint Advisory Group
Texas
$5.12M -$1.38M -36,524 -21%
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