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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.

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 %
ES
101
Eagle Strategies
New York
$3.19M +$202K +5,146 +7%
CA
102
Continuum Advisory
Idaho
$3.13M +$11.6K +297 +0.4%
FAM
103
Forte Asset Management
New York
$3.03M -$435K -11,085 -13%
GIP
104
Greatmark Investment Partners
Georgia
$3.02M -$238K -6,075 -7%
RIA
105
Regal Investment Advisors
Michigan
$2.99M +$265K +6,758 +10%
Citadel Advisors
106
Citadel Advisors
Florida
$2.97M -$4.39M -111,843 -60%
SRSA
107
S.R. Schill & Associates
Washington
$2.93M +$43.6K +1,112 +2%
FCH
108
Freestone Capital Holdings
Washington
$2.88M -$129K -3,301 -4%
MML Investors Services
109
MML Investors Services
Massachusetts
$2.81M +$153K +3,908 +6%
Lido Advisors
110
Lido Advisors
California
$2.79M -$230K -5,872 -8%
KAS
111
Kestra Advisory Services
Texas
$2.78M +$148K +3,771 +6%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$2.77M +$898K +22,894 +48%
AWM
113
Apollon Wealth Management
South Carolina
$2.73M +$167K +4,271 +7%
BCP
114
Berkeley Capital Partners
Georgia
$2.68M -$353 -9 -0%
SIA
115
Schechter Investment Advisors
Michigan
$2.6M -$103K -2,620 -4%
SPC
116
Sigma Planning Corp
Michigan
$2.56M -$62.6K -1,596 -2%
PHS
117
Pekin Hardy Strauss
Illinois
$2.54M -$58.8K -1,500 -2%
SCM
118
SCS Capital Management
Massachusetts
$2.53M – – –
OC
119
Oppenheimer & Co
New York
$2.46M +$665K +16,956 +37%
AC
120
AlphaCore Capital
California
$2.44M +$2.44M +62,334 New
CPIG
121
Chicago Partners Investment Group
Illinois
$2.41M +$51.7K +1,256 +2%
BCM
122
Brookstone Capital Management
Illinois
$2.4M -$179K -4,524 -7%
CCMW
123
Cypress Capital Management (Wyoming)
Wyoming
$2.36M -$86.8K -2,214 -4%
IECM
124
Intrinsic Edge Capital Management
Illinois
$2.35M -$4.31M -110,000 -65%
HH
125
Hilltop Holdings
Texas
$2.35M -$542K -13,835 -19%
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5
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