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Alerian MLP ETF
AMLP

Overview Fund Activity

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$372M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$39.4M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
MFS
4
Mirabella Financial Services
United Kingdom
$14.9M
5
HGERS
5
Householder Group Estate & Retirement Specialist
Arizona
$11.2M

Top Sellers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$0
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$318M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.1M
5
UBS Group
5
UBS Group
Switzerland
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
201
Dearborn Partners
Illinois
$1.21M -$71.6K -1,853 -6%
SI
202
Saxon Interests
Texas
$1.21M +$121K +3,118 +11%
SIC
203
Salem Investment Counselors
North Carolina
$1.18M +$40.4K +1,046 +4%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$1.18M +$155K +4,016 +15%
WAM
205
Wakefield Asset Management
Colorado
$1.17M -$1.47M -37,917 -56%
NL
206
NVWM LLC
Pennsylvania
$1.15M +$32.1K +831 +3%
AGA
207
Arkos Global Advisors
Texas
$1.15M – – –
AWA
208
Arete Wealth Advisors
Illinois
$1.14M -$62.7K -1,623 -5%
CC
209
Caxton Corporation
New Jersey
$1.14M – – –
GWANC
210
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.12M -$88K -2,278 -7%
AC
211
Aristides Capital
Kentucky
$1.1M +$1.1M +28,570 New
LWM
212
Laidlaw Wealth Management
New York
$1.08M +$569K +14,726 +112%
IHL
213
Investment House LLC
California
$1.06M +$1.06M +27,432 New
LPIC
214
LeJeune Puetz Investment Counsel
Michigan
$1.05M -$38.7K -1,000 -4%
FPB
215
First PREMIER Bank
South Dakota
$1.05M -$7.73K -200 -0.7%
BWCS
216
Beirne Wealth Consulting Services
Connecticut
$1.03M +$5.3K +137 +0.5%
MFA
217
Mayflower Financial Advisors
Massachusetts
$1.02M +$253K +6,550 +33%
BTI
218
Blue Trust Inc
Georgia
$998K +$240K +6,302 +32%
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$997K +$813K +21,024 +440%
APW
220
Aurora Private Wealth
New Jersey
$970K +$10.1K +261 +1%
LC
221
Lavaca Capital
Texas
$966K – – –
PFT
222
Providence First Trust
Arizona
$964K +$964K +24,945 New
PCM
223
Pointe Capital Management
Michigan
$959K +$232 +6 +0%
V
224
Veritable
Delaware
$953K – – –
SIM
225
Sterling Investment Management
Arizona
$953K -$16.6K -429 -2%
7 8
9
10 11