AMLP icon

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
Bank of America
North Carolina
$245M
2
Goldman Sachs
Goldman Sachs
New York
$335M
3
Morgan Stanley
Morgan Stanley
New York
$387M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.2M
5
PCIA
Prime Capital Investment Advisors
Kansas
$16.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$168M
2
Creative Planning
Creative Planning
Kansas
$131M
3
CS
Credit Suisse
Switzerland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.36M
5
MIM
Miller Investment Management
Pennsylvania
$850K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
Provident Wealth Management
Tennessee
$1.08M -$380K -9,683 -26%
Millennium Management
202
Millennium Management
New York
$1.07M +$1.07M +27,329 New
RWP
203
RWA Wealth Partners
Massachusetts
$1.06M +$1.06M +27,130 New
FPB
204
First PREMIER Bank
South Dakota
$1.06M -$6.67K -170 -0.6%
BWCS
205
Beirne Wealth Consulting Services
Connecticut
$1.06M +$6.35K +162 +0.6%
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$1.05M +$131K +3,351 +14%
FAM
207
Flaharty Asset Management
Florida
$1.05M +$89.8K +2,289 +9%
AWM
208
Axxcess Wealth Management
California
$1.03M -$636K -16,227 -38%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$1.02M +$165K +4,215 +19%
WIM
210
Westside Investment Management
California
$1.02M -$306K -7,802 -23%
IA
211
IFP Advisors
Florida
$1M -$92.1K -2,349 -8%
PFT
212
Providence First Trust
Arizona
$996K +$17.6K +450 +2%
AAS
213
Avantax Advisory Services
Texas
$982K +$26.3K +670 +3%
LC
214
Lavaca Capital
Texas
$980K – – –
PCM
215
Pointe Capital Management
Michigan
$973K +$314 +8 +0%
AIM
216
Astor Investment Management
Illinois
$970K -$412K -10,527 -30%
V
217
Veritable
Delaware
$967K – – –
SIM
218
Sterling Investment Management
Arizona
$952K -$14.2K -362 -1%
MSAM
219
Moloney Securities Asset Management
Missouri
$933K +$81.6K +2,082 +10%
CAM
220
CPA Asset Management
Florida
$925K – – –
FT
221
Fiduciary Trust
Massachusetts
$907K – – –
ACG
222
Allen Capital Group
Nebraska
$900K +$65.9K +1,681 +8%
IAP
223
Indie Asset Partners
Indiana
$891K -$3.92K -100 -0.4%
FMN
224
Financial Management Network
California
$885K +$885K +22,343 New
FCFC
225
First Commonwealth Financial Corp
Pennsylvania
$880K – – –
7 8
9
10 11