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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 %
Brown Advisory
151
Brown Advisory
Maryland
$1.82M +$425K +10,828 +30%
Mariner
152
Mariner
Kansas
$1.82M -$325K -8,291 -15%
PCM
153
Palouse Capital Management
Washington
$1.8M -$59.2K -1,511 -3%
ST
154
Sageworth Trust
Pennsylvania
$1.8M -$2.3M -58,762 -56%
BG
155
Bollard Group
Massachusetts
$1.78M +$36.2K +924 +2%
LSAG
156
Lake Street Advisors Group
New Hampshire
$1.76M +$186K +4,750 +12%
PTC
157
Philadelphia Trust Company
Pennsylvania
$1.7M -$33.9K -865 -2%
RCA
158
Resonant Capital Advisors
Wisconsin
$1.69M +$1.8K +46 +0.1%
CWP
159
Cyndeo Wealth Partners
Florida
$1.68M -$191K -4,873 -10%
VF
160
Vista Finance
Missouri
$1.6M -$1.71M -43,727 -52%
CMI
161
Clare Market Investments
Texas
$1.58M +$67.6K +1,725 +4%
PP
162
Patten & Patten
Tennessee
$1.57M +$18K +460 +1%
SKK
163
Shepherd Kaplan Krochuk
Massachusetts
$1.57M – – –
SC
164
Sierra Capital
Florida
$1.55M +$156K +3,973 +11%
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.53M -$40.6K -1,035 -3%
MGWM
166
Marks Group Wealth Management
Minnesota
$1.52M -$95.7K -2,440 -6%
FFS
167
Founders Financial Securities
Maryland
$1.52M +$44.2K +1,128 +3%
BPA
168
Beacon Pointe Advisors
California
$1.51M -$9.53K -243 -0.6%
BIA
169
Barry Investment Advisors
Massachusetts
$1.48M +$7.37K +188 +0.5%
SWP
170
Stratos Wealth Partners
Ohio
$1.47M +$105K +2,680 +8%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$1.47M +$463K +11,801 +46%
KWM
172
Kingsview Wealth Management
Oregon
$1.44M +$62.4K +1,592 +5%
Prudential Financial
173
Prudential Financial
New Jersey
$1.43M +$158K +4,041 +12%
RJT
174
Raymond James Trust
Florida
$1.43M -$58.4K -1,489 -4%
HWA
175
HCR Wealth Advisors
California
$1.4M -$3.65K -93 -0.3%
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