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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$168M
2
Creative Planning
2
Creative Planning
Kansas
$131M
3
CS
3
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.36M
5
MIM
5
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
HG
76
Herbst Group
Connecticut
$4.36M -$125K -3,195 -3%
PFS
77
Prospera Financial Services
Texas
$4.35M -$51.1K -1,303 -1%
CL
78
COWA LLC
Oklahoma
$4.24M -$2.25M -57,372 -35%
VAG
79
VisionPoint Advisory Group
Texas
$4.18M -$1.15M -29,384 -22%
BIM
80
Bullseye Investment Management
Ohio
$4.15M -$146K -3,734 -3%
Corient Private Wealth
81
Corient Private Wealth
Florida
$4.14M -$77.2K -1,970 -2%
HKAM
82
Horizon Kinetics Asset Management
New York
$3.99M – – –
Allianz Asset Management
83
Allianz Asset Management
Germany
$3.97M – – –
ACP
84
Arcus Capital Partners
Georgia
$3.92M – – –
SFBLI
85
Southern Farm Bureau Life Insurance
Mississippi
$3.84M – – –
NA
86
NewEdge Advisors
Louisiana
$3.71M -$166K -4,234 -4%
Truist Financial
87
Truist Financial
North Carolina
$3.64M +$341K +8,701 +10%
VCM
88
Violich Capital Management
California
$3.6M +$881K +22,475 +32%
NL
89
NWAM LLC
Washington
$3.6M +$3.6M +91,835 New
GG
90
Golden Green
South Carolina
$3.53M -$962K -24,539 -21%
WANY
91
Wealthspire Advisors (New York)
New York
$3.45M +$300K +7,656 +10%
Cerity Partners
92
Cerity Partners
New York
$3.41M -$121K -3,084 -3%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$3.36M -$17M -434,571 -84%
CCMG
94
Clark Capital Management Group
Pennsylvania
$3.3M +$65.6K +1,674 +2%
PIWA
95
Prevail Innovative Wealth Advisors
Kansas
$3.29M +$3.29M +83,983 New
NB
96
Nicolet Bankshares
Wisconsin
$3.28M -$33.6K -857 -1%
HWA
97
Heartwood Wealth Advisors
Virginia
$3.27M +$224K +5,724 +7%
LSA
98
L & S Advisors
California
$3.22M -$42.5K -1,084 -1%
WPIC
99
White Pine Investment Company
Michigan
$3.22M +$95.5K +2,434 +3%
NSIM
100
North Star Investment Management
Illinois
$3.2M +$14.8K +377 +0.5%
2 3
4
5 6