AMLP icon

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 %
GIP
101
Greatmark Investment Partners
Georgia
$3.21M -$147K -3,800 -4%
CCMG
102
Clark Capital Management Group
Pennsylvania
$3.18M -$10.8K -279 -0.3%
KAH
103
Kathryn A. Hall
$3.18M +$3.18M +82,218 New
Walleye Capital
104
Walleye Capital
New York
$3.15M +$3.15M +81,400 New
NSIM
105
North Star Investment Management
Illinois
$3.14M -$85K -2,199 -3%
WANY
106
Wealthspire Advisors (New York)
New York
$3.11M -$125K -3,234 -4%
CA
107
Continuum Advisory
Idaho
$3.08M -$99.3K -2,569 -3%
WPIC
108
White Pine Investment Company
Michigan
$3.08M +$94.6K +2,448 +3%
HWA
109
Heartwood Wealth Advisors
Virginia
$3.01M +$419K +10,842 +16%
CL
110
COWA LLC
Oklahoma
$2.98M +$1.6M +88,583 +115%
FCH
111
Freestone Capital Holdings
Washington
$2.96M +$69.2K +1,790 +2%
ES
112
Eagle Strategies
New York
$2.95M +$323K +8,351 +12%
HH
113
Hilltop Holdings
Texas
$2.85M -$1.22M -31,584 -30%
SRSA
114
S.R. Schill & Associates
Washington
$2.84M +$375K +9,690 +15%
RIA
115
Regal Investment Advisors
Michigan
$2.69M +$131K +3,392 +5%
VCM
116
Violich Capital Management
California
$2.68M +$174K +4,500 +7%
FEM
117
Fulcrum Equity Management
Texas
$2.68M -$268K -6,926 -9%
SIA
118
Schechter Investment Advisors
Michigan
$2.67M +$2.67M +68,961 New
SF
119
Synovus Financial
Georgia
$2.65M -$477K -12,336 -15%
BCP
120
Berkeley Capital Partners
Georgia
$2.64M +$131K +3,381 +5%
MML Investors Services
121
MML Investors Services
Massachusetts
$2.62M -$155K -4,006 -6%
KAS
122
Kestra Advisory Services
Texas
$2.59M +$360K +9,324 +16%
SPC
123
Sigma Planning Corp
Michigan
$2.58M +$90.9K +2,353 +4%
PHS
124
Pekin Hardy Strauss
Illinois
$2.56M -$31.9K -825 -1%
BCM
125
Brookstone Capital Management
Illinois
$2.56M -$405K -10,296 -14%
3 4
5
6 7