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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 %
SIC
176
Samalin Investment Counsel
New York
$1.38M -$154K -3,937 -10%
FA
177
Fortis Advisors
Pennsylvania
$1.36M +$29.6K +756 +2%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$1.35M +$60.3K +1,537 +5%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.31M +$473K +12,015 +56%
GWANC
180
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.3M +$162K +4,140 +14%
WCM
181
WealthBridge Capital Management
Ohio
$1.29M +$36.8K +939 +3%
SC
182
Savant Capital
Illinois
$1.27M -$77.6K -1,980 -6%
SWA
183
Strategies Wealth Advisors
Michigan
$1.26M +$27.4K +699 +2%
USCWA
184
U.S. Capital Wealth Advisors
Texas
$1.26M +$510K +13,018 +68%
JGC
185
J. Goldman & Co
New York
$1.26M +$1.26M +32,166 New
AM
186
Ares Management
California
$1.25M – – –
GCM
187
Greenland Capital Management
New York
$1.25M +$1.25M +31,899 New
TAM
188
Titleist Asset Management
Texas
$1.25M -$10.5K -267 -0.8%
WAM
189
Wakefield Asset Management
Colorado
$1.23M +$44.1K +1,125 +4%
SIC
190
Salem Investment Counselors
North Carolina
$1.22M +$17.6K +449 +1%
CAM
191
Crestone Asset Management
Colorado
$1.22M -$313K -7,990 -20%
WIA
192
World Investment Advisors
California
$1.22M -$37K -943 -3%
NL
193
NVWM LLC
Pennsylvania
$1.21M +$45K +1,147 +4%
VF
194
Virtu Financial
New York
$1.21M +$1.21M +30,812 New
SI
195
Saxon Interests
Texas
$1.2M -$26.9K -687 -2%
AWA
196
Arete Wealth Advisors
Illinois
$1.19M +$30.4K +776 +3%
AGA
197
Arkos Global Advisors
Texas
$1.16M – – –
MFA
198
Mayflower Financial Advisors
Massachusetts
$1.15M +$119K +3,035 +12%
DP
199
Dearborn Partners
Illinois
$1.15M -$82.3K -2,100 -7%
LWM
200
Laidlaw Wealth Management
New York
$1.15M +$52.5K +1,339 +5%
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