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Alerian MLP ETF
AMLP

Overview Fund Activity

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$416M
2
OPAM
Ocean Park Asset Management
California
$37.4M
3
Ameriprise
Ameriprise
Minnesota
$43.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$43.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$232M
2
Creative Planning
Creative Planning
Kansas
$111M
3
Morgan Stanley
Morgan Stanley
New York
$392M
4
Wolverine Trading
Wolverine Trading
Illinois
$21.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
151
Lake Street Private Wealth
Illinois
$2.12M +$19.7K +464 +0.9%
DC
152
Davenport & Co
Virginia
$2.09M +$15K +356 +0.7%
AI
153
ArchPoint Investors
Florida
$2.03M +$31.7K +750 +2%
Prudential Financial
154
Prudential Financial
New Jersey
$2.02M +$485K +11,499 +32%
USCWA
155
U.S. Capital Wealth Advisors
Texas
$2.01M +$651K +15,419 +48%
SCP
156
Stamos Capital Partners
California
$1.98M -$257K -6,100 -12%
EIP
157
Easterly Investment Partners
Massachusetts
$1.97M – – –
BCM
158
Brookstone Capital Management
Illinois
$1.96M -$647K -15,021 -25%
Invesco
159
Invesco
Georgia
$1.96M -$30.1K -714 -2%
MSFS
160
Main Street Financial Solutions
Pennsylvania
$1.96M -$107K -2,525 -5%
BG
161
Bollard Group
Massachusetts
$1.96M +$37K +876 +2%
CMI
162
Clare Market Investments
Texas
$1.95M +$240K +5,692 +14%
ST
163
Sageworth Trust
Pennsylvania
$1.94M – – –
Jane Street
164
Jane Street
New York
$1.91M -$5.66M -134,056 -75%
LSAG
165
Lake Street Advisors Group
New Hampshire
$1.89M – – –
KWM
166
Kingsview Wealth Management
Oregon
$1.88M +$330K +7,825 +21%
PCM
167
Palouse Capital Management
Washington
$1.87M -$65.7K -1,557 -3%
GCM
168
Greenland Capital Management
New York
$1.86M +$513K +12,163 +38%
AWM
169
Axxcess Wealth Management
California
$1.85M +$751K +17,785 +68%
PTC
170
Philadelphia Trust Company
Pennsylvania
$1.83M – – –
RCA
171
Resonant Capital Advisors
Wisconsin
$1.82M +$1.9K +45 +0.1%
CWP
172
Cyndeo Wealth Partners
Florida
$1.82M +$7.43K +176 +0.4%
AWS
173
Atria Wealth Solutions
New York
$1.81M -$226K -5,350 -11%
WIA
174
World Investment Advisors
California
$1.8M +$493K +11,688 +38%
AWM
175
AE Wealth Management
Kansas
$1.78M +$1.12M +26,608 +171%
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