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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 %
MFA
176
Mayflower Financial Advisors
Massachusetts
$1.76M +$524K +12,415 +42%
SIAP
177
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.75M +$98.7K +2,339 +6%
FAIM
178
Financial Advocates Investment Management
Washington
$1.72M +$834K +19,760 +94%
ACP
179
Aviance Capital Partners
Florida
$1.71M -$524K -12,423 -23%
SC
180
Sierra Capital
Florida
$1.69M +$23.3K +552 +1%
BIA
181
Barry Investment Advisors
Massachusetts
$1.69M +$92.8K +2,199 +6%
BPA
182
Beacon Pointe Advisors
California
$1.63M +$3.33K +79 +0.2%
SWP
183
Stratos Wealth Partners
Ohio
$1.62M +$32.3K +766 +2%
BCI
184
Brinker Capital Investments
Pennsylvania
$1.58M +$702K +16,646 +80%
OPS
185
Orion Portfolio Solutions
Nebraska
$1.58M +$702K +16,646 +80%
RJT
186
Raymond James Trust
Florida
$1.56M +$21.1K +500 +1%
FFS
187
Founders Financial Securities
Maryland
$1.54M -$99.2K -2,350 -6%
FAM
188
Flaharty Asset Management
Florida
$1.48M +$355K +8,408 +31%
PP
189
Patten & Patten
Tennessee
$1.48M -$218K -5,175 -13%
WCM
190
WealthBridge Capital Management
Ohio
$1.47M +$79.1K +1,874 +6%
FCM
191
Fourpath Capital Management
Oklahoma
$1.43M +$1.43M +33,868 New
GWANC
192
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.41M +$10.8K +256 +0.8%
FA
193
Fortis Advisors
Pennsylvania
$1.39M -$70.6K -1,673 -5%
HWA
194
HCR Wealth Advisors
California
$1.38M -$129K -3,045 -9%
AM
195
Ares Management
California
$1.35M – – –
CAM
196
Crestone Asset Management
Colorado
$1.33M +$23.4K +555 +2%
SIC
197
Salem Investment Counselors
North Carolina
$1.32M +$12.3K +291 +0.9%
CSPIA
198
Cary Street Partners Investment Advisory
Virginia
$1.23M +$98.2K +2,326 +9%
CF
199
Centaurus Financial
California
$1.23M +$896K +21,235 +272%
AGA
200
Arkos Global Advisors
Texas
$1.22M -$31.7K -750 -3%
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