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Alerian MLP ETF
AMLP

Overview Fund Activity

645 hedge funds and large institutions have $4.15B invested in Alerian MLP ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 298 increasing their positions, 177 reducing their positions, and 40 closing their positions.

Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
9.38%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
56
Increased
298
Reduced
177
Closed
40
Calls
$11.2M
Puts
$16.2M
Net Calls
-$4.97M
Net Calls Change
-$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$585M
2
Bank of America
2
Bank of America
North Carolina
$329M
3
US Bancorp
3
US Bancorp
Minnesota
$21.7M
4
William Blair & Company
4
William Blair & Company
Illinois
$23.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$49.7M
3
HCM
3
Hilton Capital Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$362M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$4.85M -$3.36K -70 -0.1%
CWM
102
Congress Wealth Management
Massachusetts
$4.8M -$335K -6,990 -7%
CAM
103
Congress Asset Management
Massachusetts
$4.78M -$349K -7,272 -7%
TCA
104
Transcend Capital Advisors
New Jersey
$4.77M +$858K +17,880 +22%
SFBLI
105
Southern Farm Bureau Life Insurance
Mississippi
$4.68M – – –
Comerica Bank
106
Comerica Bank
Texas
$4.62M +$212K +4,424 +5%
DADC
107
D.A. Davidson & Co
Montana
$4.51M -$49.9K -1,040 -1%
AssetMark Inc
108
AssetMark Inc
California
$4.31M +$4.31M +89,803 +1,122,538%
WPIC
109
White Pine Investment Company
Michigan
$4.26M +$130K +2,713 +3%
Lido Advisors
110
Lido Advisors
California
$4.25M +$179K +3,731 +4%
WANY
111
Wealthspire Advisors (New York)
New York
$4.23M +$13.8K +288 +0.3%
IA
112
IFP Advisors
Florida
$4.16M +$3.06M +63,711 +276%
CA
113
Continental Advisors
Utah
$4.14M – – –
UCFA
114
United Capital Financial Advisors
Texas
$4.07M -$150K -3,122 -4%
IAN
115
Integrated Advisors Network
Texas
$4M -$279K -5,824 -7%
RA
116
RiverTree Advisors
Florida
$3.93M +$91.2K +1,900 +2%
OC
117
Oppenheimer & Co
New York
$3.86M -$350K -7,290 -8%
Cerity Partners
118
Cerity Partners
New York
$3.75M +$31.5K +657 +0.8%
FAIM
119
Financial Advocates Investment Management
Washington
$3.67M +$193K +4,025 +6%
TA
120
TKG Advisors
Indiana
$3.64M +$146K +3,040 +4%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$3.61M +$1.41M +29,358 +64%
KWM
122
Kingsview Wealth Management
Oregon
$3.59M +$420K +8,751 +13%
AWM
123
Apollon Wealth Management
South Carolina
$3.56M +$73.2K +1,526 +2%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$3.51M +$268K +5,576 +8%
EFS
125
Essex Financial Services
Connecticut
$3.43M +$294K +6,357 +9%
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5
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