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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 %
WAM
201
Wakefield Asset Management
Colorado
$1.2M -$125K -2,953 -9%
FT
202
Fiduciary Trust
Massachusetts
$1.2M +$223K +5,294 +23%
IAIM
203
International Assets Investment Management
Florida
$1.2M +$1.2M +28,437 New
APW
204
Aurora Private Wealth
New Jersey
$1.19M +$457K +10,838 +63%
TAM
205
Titleist Asset Management
Texas
$1.19M -$154K -3,660 -12%
SIC
206
Samalin Investment Counsel
New York
$1.18M -$302K -7,167 -20%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$1.18M +$75.2K +1,775 +7%
DP
208
Dearborn Partners
Illinois
$1.16M -$73K -1,730 -6%
BAM
209
Belpointe Asset Management
Nevada
$1.16M +$1.16M +27,459 New
FGAM
210
Financial Gravity Asset Management
Texas
$1.15M +$1.09M +13,486 +1,899%
FPB
211
First PREMIER Bank
South Dakota
$1.14M – – –
ASFA
212
All Season Financial Advisors
Colorado
$1.14M +$1.14M +27,004 New
SC
213
Savant Capital
Illinois
$1.14M -$232K -5,494 -17%
PFO
214
Pathstone Family Office
New Jersey
$1.13M +$1.13M +26,659 New
QWM
215
QP Wealth Management
New Jersey
$1.11M +$1.11M +26,320 New
PWM
216
Provident Wealth Management
Tennessee
$1.09M -$74.6K -1,767 -6%
LHWM
217
Lake Hills Wealth Management
Texas
$1.08M +$1.08M +25,637 New
GAM
218
Griffin Asset Management
New York
$1.08M +$225K +5,334 +26%
PFT
219
Providence First Trust
Arizona
$1.06M -$10.6K -250 -1%
BWCS
220
Beirne Wealth Consulting Services
Connecticut
$1.06M – – –
LC
221
Lavaca Capital
Texas
$1.06M – – –
PCM
222
Pointe Capital Management
Michigan
$1.04M -$6.04K -143 -0.6%
IA
223
IFP Advisors
Florida
$1.02M -$54.6K -1,294 -5%
WIM
224
Westside Investment Management
California
$1.02M -$70.9K -1,681 -6%
RWP
225
RWA Wealth Partners
Massachusetts
$1.01M -$137K -3,250 -12%
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