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Alerian MLP ETF
AMLP

Overview Fund Activity

532 hedge funds and large institutions have $4.2B invested in Alerian MLP ETF in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+19
Holders Change %
+3.7%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.31%
New
85
Increased
187
Reduced
166
Closed
53
Calls
$63.8M
Puts
$44.5M
Net Calls
+$19.4M
Net Calls Change
+$12.4M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$52.3M
2
UBS Group
2
UBS Group
Switzerland
$116M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$52.7M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$22.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$60.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$192M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.19B
3
Morgan Stanley
3
Morgan Stanley
New York
$308M
4
Creative Planning
4
Creative Planning
Kansas
$181M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
176
Lake Street Advisors Group
New Hampshire
$1.52M +$57.1K +1,500 +4%
SKK
177
Shepherd Kaplan Krochuk
Massachusetts
$1.52M +$1.52M +39,927 New
SWP
178
Stratos Wealth Partners
Ohio
$1.51M -$203K -5,338 -12%
ACMA
179
Arbor Capital Management (Alaska)
Alaska
$1.5M +$1.5M +40,124 New
TC
180
Titleist Capital
Texas
$1.49M -$777K -20,409 -34%
Comerica Bank
181
Comerica Bank
Texas
$1.47M -$97K -2,425 -6%
AIM
182
Astor Investment Management
Illinois
$1.47M -$69K -1,812 -4%
EFS
183
Essex Financial Services
Connecticut
$1.45M +$159K +4,179 +12%
RJT
184
Raymond James Trust
Florida
$1.45M – – –
MGWM
185
Marks Group Wealth Management
Minnesota
$1.45M +$136K +3,575 +10%
PWM
186
Provident Wealth Management
Tennessee
$1.43M +$386K +10,131 +37%
BIA
187
Barry Investment Advisors
Massachusetts
$1.42M +$10.5K +275 +0.7%
JGC
188
J. Goldman & Co
New York
$1.28M +$1.28M +33,647 New
FA
189
Fortis Advisors
Pennsylvania
$1.27M +$23.2K +610 +2%
KWM
190
Kingsview Wealth Management
Oregon
$1.26M +$184K +4,835 +17%
DP
191
Dearborn Partners
Illinois
$1.26M -$32.7K -860 -3%
ASFA
192
All Season Financial Advisors
Colorado
$1.24M +$1.24M +32,647 New
WIA
193
World Investment Advisors
California
$1.23M – – –
AM
194
Ares Management
California
$1.22M – – –
CFS
195
Capital Financial Services
New York
$1.2M -$64.7K -1,700 -5%
WCM
196
WealthBridge Capital Management
Ohio
$1.2M +$275K +7,233 +30%
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M +$1.49K +39 +0.1%
SC
198
Savant Capital
Illinois
$1.19M +$60.1K +1,719 +5%
SWA
199
Strategies Wealth Advisors
Michigan
$1.18M +$1.18M +30,922 New
USCWA
200
U.S. Capital Wealth Advisors
Texas
$1.17M -$325K -8,528 -22%
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