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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$90.8M
2
Bank of America
Bank of America
North Carolina
$295M
3
Wells Fargo
Wells Fargo
California
$254M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$507M
2
Goldman Sachs
Goldman Sachs
New York
$373M
3
HWM
HFG Wealth Management
Texas
$1.4M
4
Truist Financial
Truist Financial
North Carolina
$4.92M
5
Citadel Advisors
Citadel Advisors
Florida
$6.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
126
Essex Financial Services
Connecticut
$3.22M +$519K +10,930 +19%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$3.2M +$340K +7,156 +12%
GIP
128
Greatmark Investment Partners
Georgia
$3.19M -$140K -2,950 -4%
KWM
129
Kingsview Wealth Management
Oregon
$3.13M +$756K +15,926 +32%
SCM
130
SCS Capital Management
Massachusetts
$3.06M – – –
CMI
131
Clare Market Investments
Texas
$2.99M +$538K +11,326 +22%
BCP
132
Berkeley Capital Partners
Georgia
$2.99M -$90.9K -1,915 -3%
JIP
133
Jaffetilchin Investment Partners
Florida
$2.98M +$2.3M +48,391 +334%
IW
134
Imprint Wealth
South Carolina
$2.94M +$2.94M +61,823 New
SIC
135
Salem Investment Counselors
North Carolina
$2.9M +$950K +20,023 +49%
CWP
136
Cyndeo Wealth Partners
Florida
$2.87M +$657K +13,838 +30%
ACG
137
Allen Capital Group
Nebraska
$2.86M +$51.3K +1,080 +2%
IECM
138
Intrinsic Edge Capital Management
Illinois
$2.85M +$2.85M +60,000 New
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
$2.85M +$158K +3,319 +6%
SIA
140
Schechter Investment Advisors
Michigan
$2.84M – – –
SWM
141
Sculati Wealth Management
Michigan
$2.82M +$45.6K +960 +2%
HWA
142
Heartwood Wealth Advisors
Virginia
$2.79M -$862K -18,160 -24%
BRWA
143
B. Riley Wealth Advisors
Florida
$2.77M +$689K +16,334 +33%
MWA
144
Mills Wealth Advisors
Texas
$2.76M +$73.2K +1,543 +3%
CPIG
145
Chicago Partners Investment Group
Illinois
$2.76M +$163K +3,444 +6%
JHCP
146
Jackson Hole Capital Partners
Oklahoma
$2.76M +$18.3K +386 +0.7%
PHS
147
Pekin Hardy Strauss
Illinois
$2.75M +$13.1K +275 +0.5%
GSC
148
G&S Capital
Colorado
$2.69M +$2.69M +56,760 New
MFIM
149
Mesirow Financial Investment Management
Illinois
$2.67M +$281K +5,927 +12%
MFA
150
Mayflower Financial Advisors
Massachusetts
$2.67M +$346K +7,299 +15%
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