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Alerian MLP ETF
AMLP

Overview Fund Activity

532 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
166
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
2
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$192M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
3
Morgan Stanley
New York
$308M
4
Creative Planning
4
Creative Planning
Kansas
$181M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$2.52M -$350K -9,194 -12%
Lido Advisors
127
Lido Advisors
California
$2.5M +$57.6K +1,514 +2%
BCP
128
Berkeley Capital Partners
Georgia
$2.47M +$38.7K +1,017 +2%
VCM
129
Violich Capital Management
California
$2.47M +$72.3K +1,900 +3%
SPC
130
Sigma Planning Corp
Michigan
$2.46M +$1.6M +41,991 +186%
AA
131
Altman Advisors
Illinois
$2.44M +$1.56M +39,195 +177%
SRSA
132
S.R. Schill & Associates
Washington
$2.43M +$75.5K +1,982 +3%
CCMW
133
Cypress Capital Management (Wyoming)
Wyoming
$2.43M -$10.3K -271 -0.4%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$2.38M -$532K -13,978 -18%
SPIA
135
Steward Partners Investment Advisory
New York
$2.31M +$386K +10,147 +20%
CPIG
136
Chicago Partners Investment Group
Illinois
$2.26M +$174K +4,312 +8%
AWM
137
Apollon Wealth Management
South Carolina
$2.24M +$1.79M +47,004 +396%
KAS
138
Kestra Advisory Services
Texas
$2.2M +$187K +4,901 +9%
CMI
139
Clare Market Investments
Texas
$2.18M -$958K -25,152 -30%
SRAM
140
Spouting Rock Asset Management
Pennsylvania
$2.15M – – –
AWS
141
Atria Wealth Solutions
New York
$2.14M +$176K +4,635 +9%
MSFS
142
Main Street Financial Solutions
Pennsylvania
$2.14M -$464K -12,175 -18%
NA
143
NewEdge Advisors
Louisiana
$2.13M +$772K +40,320 +57%
JHCP
144
Jackson Hole Capital Partners
Oklahoma
$2.11M -$7.35K -193 -0.3%
Mariner
145
Mariner
Kansas
$2.09M +$573K +15,041 +38%
PAG
146
Private Advisor Group
New Jersey
$2.06M +$499K +35,889 +32%
TCA
147
Transcend Capital Advisors
New Jersey
$2.05M -$392K -10,285 -16%
SS
148
Sunbelt Securities
Texas
$2.04M -$8.64K -227 -0.4%
SWM
149
Sculati Wealth Management
Michigan
$2.03M +$118K +3,109 +6%
NAM
150
NTV Asset Management
West Virginia
$2.03M +$38.1K +1,000 +2%
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