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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWM
126
Moran Wealth Management
Florida
$2.3M +$2.3M +58,624 New
TCA
127
Transcend Capital Advisors
New Jersey
$2.27M +$120K +3,071 +6%
SRAM
128
Spouting Rock Asset Management
Pennsylvania
$2.21M – – –
SWM
129
Sculati Wealth Management
Michigan
$2.2M +$9.76K +249 +0.4%
NAM
130
NTV Asset Management
West Virginia
$2.19M +$106K +2,700 +5%
JHCP
131
Jackson Hole Capital Partners
Oklahoma
$2.17M -$1.8K -46 -0.1%
Renaissance Technologies
132
Renaissance Technologies
New York
$2.14M -$318K -8,100 -13%
MWA
133
Mills Wealth Advisors
Texas
$2.09M +$8.9K +227 +0.4%
ACP
134
Aviance Capital Partners
Florida
$2.08M +$18.7K +478 +0.9%
SCP
135
Stamos Capital Partners
California
$2.08M – – –
TAM
136
Tocqueville Asset Management
New York
$2.05M -$33.3K -850 -2%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$2.03M -$3.92K -100 -0.2%
JIC
138
Johnson Investment Counsel
Ohio
$2.03M +$2.03M +51,788 New
SPIA
139
Steward Partners Investment Advisory
New York
$2M -$4.59K -117 -0.2%
IHL
140
Investment House LLC
California
$1.96M +$885K +22,579 +82%
LSPW
141
Lake Street Private Wealth
Illinois
$1.94M +$70.5K +1,799 +4%
BRWA
142
B. Riley Wealth Advisors
Florida
$1.93M +$76.5K +1,951 +4%
DC
143
Davenport & Co
Virginia
$1.93M -$96.8K -2,468 -5%
MSFS
144
Main Street Financial Solutions
Pennsylvania
$1.92M -$59.4K -1,514 -3%
EFS
145
Essex Financial Services
Connecticut
$1.9M +$290K +7,396 +18%
AWS
146
Atria Wealth Solutions
New York
$1.89M -$191K -4,882 -9%
SF
147
Synovus Financial
Georgia
$1.88M -$807K -20,585 -30%
AI
148
ArchPoint Investors
Florida
$1.86M -$10.8K -275 -0.6%
Invesco
149
Invesco
Georgia
$1.85M +$163K +4,147 +10%
EIP
150
Easterly Investment Partners
Massachusetts
$1.83M – – –
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