AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
151
Lake Street Private Wealth
Illinois
$1.85M +$45.6K +1,179 +3%
CWP
152
Cyndeo Wealth Partners
Florida
$1.84M +$208K +5,369 +13%
AI
153
ArchPoint Investors
Florida
$1.84M – – –
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$1.84M -$144K -3,722 -7%
PCM
155
Palouse Capital Management
Washington
$1.83M +$1.83M +47,446 New
BRWA
156
B. Riley Wealth Advisors
Florida
$1.83M +$158K +4,097 +9%
EIP
157
Easterly Investment Partners
Massachusetts
$1.8M -$108K -2,790 -6%
OC
158
Oppenheimer & Co
New York
$1.76M -$2.12M -54,841 -55%
LCGC
159
Legacy Capital Group California
California
$1.73M +$1.73M +44,710 New
Walleye Trading
160
Walleye Trading
New York
$1.72M +$1.72M +44,594 New
BG
161
Bollard Group
Massachusetts
$1.72M +$30.4K +787 +2%
PTC
162
Philadelphia Trust Company
Pennsylvania
$1.71M -$9.66K -250 -0.6%
AA
163
Altman Advisors
Illinois
$1.7M +$90.4K +3,441 +6%
RCA
164
Resonant Capital Advisors
Wisconsin
$1.67M +$1.55K +40 +0.1%
Invesco
165
Invesco
Georgia
$1.66M -$295K -7,642 -15%
AWM
166
Axxcess Wealth Management
California
$1.64M +$730K +18,888 +80%
ACMA
167
Arbor Capital Management (Alaska)
Alaska
$1.61M +$46.3K +1,190 +3%
MGWM
168
Marks Group Wealth Management
Minnesota
$1.6M +$123K +3,193 +8%
EFS
169
Essex Financial Services
Connecticut
$1.59M +$114K +2,943 +8%
GA
170
Greenspring Advisors
Maryland
$1.59M -$18.5K -479 -1%
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.55M -$1.35K -35 -0.1%
LSAG
172
Lake Street Advisors Group
New Hampshire
$1.55M – – –
SKK
173
Shepherd Kaplan Krochuk
Massachusetts
$1.54M – – –
PP
174
Patten & Patten
Tennessee
$1.53M -$58.4K -1,510 -4%
SIC
175
Samalin Investment Counsel
New York
$1.51M -$143K -3,703 -9%
5 6
7
8 9