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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
1
1832 Asset Management
Ontario, Canada
$90.8M
2
Bank of America
2
Bank of America
North Carolina
$295M
3
Wells Fargo
3
Wells Fargo
California
$254M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$21M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$82.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$507M
2
Goldman Sachs
2
Goldman Sachs
New York
$373M
3
HWM
3
HFG Wealth Management
Texas
$1.4M
4
Truist Financial
4
Truist Financial
North Carolina
$4.92M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
76
Legacy Capital Wealth Partners
Arkansas
$6.96M +$6.96M +177,838 New
CIMLRA
77
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.89M -$755K -15,917 -10%
CL
78
COWA LLC
Oklahoma
$6.83M +$458K +9,649 +7%
LBWM
79
Left Brain Wealth Management
Illinois
$6.61M -$212K -4,459 -3%
BKA
80
Brick & Kyle Associates
Pennsylvania
$6.53M -$42.6K -884 -0.6%
MPCA
81
Madison Park Capital Advisors
Washington
$6.46M +$251K +5,287 +4%
William Blair & Company
82
William Blair & Company
Illinois
$6.39M +$139K +2,919 +2%
FIM
83
FWL Investment Management
Texas
$6.11M -$2.15M -45,396 -26%
Citadel Advisors
84
Citadel Advisors
Florida
$6.08M -$9.38M -197,718 -61%
CB
85
Commerce Bank
Missouri
$6.06M -$221K -4,657 -4%
ASN
86
Advisory Services Network
Georgia
$5.92M +$680K +14,334 +13%
Corient Private Wealth
87
Corient Private Wealth
Florida
$5.72M -$346K -7,282 -6%
NA
88
NewEdge Advisors
Louisiana
$5.35M +$744K +15,677 +16%
HG
89
Herbst Group
Connecticut
$5.11M -$224K -4,729 -4%
CAM
90
Congress Asset Management
Massachusetts
$5.08M -$289K -6,085 -5%
CWM
91
Congress Wealth Management
Massachusetts
$5.08M -$298K -6,285 -6%
CWM
92
CIBC World Markets
New York
$4.94M +$4.12M +86,821 +502%
Truist Financial
93
Truist Financial
North Carolina
$4.92M -$9.99M -210,499 -67%
Mariner
94
Mariner
Kansas
$4.86M +$590K +12,443 +14%
MFS
95
Mirabella Financial Services
United Kingdom
$4.83M +$4.83M +101,860 New
SPIA
96
Steward Partners Investment Advisory
New York
$4.8M +$2.12M +44,694 +79%
SFBLI
97
Southern Farm Bureau Life Insurance
Mississippi
$4.64M – – –
KAS
98
Kestra Advisory Services
Texas
$4.52M -$472K -9,948 -9%
DADC
99
D.A. Davidson & Co
Montana
$4.51M -$761K -16,039 -14%
FMN
100
Financial Management Network
California
$4.42M +$4.42M +92,223 New
2 3
4
5 6