AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$416M
2
OPAM
2
Ocean Park Asset Management
California
$37.4M
3
Ameriprise
3
Ameriprise
Minnesota
$43.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$43.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$232M
2
Creative Planning
2
Creative Planning
Kansas
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$392M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$21.1M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
101
Brighton Jones LLC
Washington
$3.59M -$1.19M -28,164 -25%
WPIC
102
White Pine Investment Company
Michigan
$3.53M +$63K +1,492 +2%
NSIM
103
North Star Investment Management
Illinois
$3.44M +$3.17K +75 +0.1%
OC
104
Oppenheimer & Co
New York
$3.39M +$743K +17,617 +28%
SRSA
105
S.R. Schill & Associates
Washington
$3.31M +$161K +3,817 +5%
HWA
106
Heartwood Wealth Advisors
Virginia
$3.3M -$219K -5,187 -6%
CA
107
Continuum Advisory
Idaho
$3.3M -$77.1K -1,827 -2%
GIP
108
Greatmark Investment Partners
Georgia
$3.22M -$30.6K -725 -0.9%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$3.16M +$177K +4,203 +6%
FCH
110
Freestone Capital Holdings
Washington
$3.13M +$34.9K +828 +1%
Verition Fund Management
111
Verition Fund Management
Connecticut
$3.06M +$3.06M +72,433 New
AWM
112
Apollon Wealth Management
South Carolina
$3M +$66K +1,563 +2%
KAS
113
Kestra Advisory Services
Texas
$2.92M -$68.8K -1,630 -2%
BCP
114
Berkeley Capital Partners
Georgia
$2.87M -$15K -355 -0.5%
FAM
115
Forte Asset Management
New York
$2.85M -$411K -9,738 -13%
MML Investors Services
116
MML Investors Services
Massachusetts
$2.84M -$185K -4,391 -6%
SIA
117
Schechter Investment Advisors
Michigan
$2.8M – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$2.79M +$1.4M +33,558 +101%
Cerity Partners
119
Cerity Partners
New York
$2.79M -$887K -21,027 -24%
BRWA
120
B. Riley Wealth Advisors
Florida
$2.77M +$696K +16,503 +34%
NAM
121
NTV Asset Management
West Virginia
$2.74M +$376K +8,900 +16%
SCM
122
SCS Capital Management
Massachusetts
$2.72M – – –
SPC
123
Sigma Planning Corp
Michigan
$2.65M -$100K -2,369 -4%
JGC
124
J. Goldman & Co
New York
$2.64M +$1.29M +30,491 +95%
HW
125
Hancock Whitney
Mississippi
$2.64M +$2.64M +62,632 New
3 4
5
6 7