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Alerian MLP ETF
AMLP

Overview Fund Activity

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$33.4M
2
Bank of America
Bank of America
North Carolina
+$29.4M
3
Wells Fargo
Wells Fargo
California
+$19M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$474M
2
Goldman Sachs
Goldman Sachs
New York
-$41.8M
3
HWM
HFG Wealth Management
Texas
-$28.4M
4
Truist Financial
Truist Financial
North Carolina
-$9.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Moran Wealth Management
Florida
$1.54M -$952K -20,055 -38%
WJWM
202
Williams Jones Wealth Management
New York
$1.52M +$281K +5,930 +23%
AM
203
Ares Management
California
$1.52M – – –
CA
204
Continuum Advisory
Idaho
$1.51M -$1.11M -23,545 -42%
PFT
205
Providence First Trust
Arizona
$1.48M +$112K +2,350 +8%
GAM
206
Griffin Asset Management
New York
$1.46M +$110K +2,312 +8%
SFS
207
Starfox Financial Services
Texas
$1.46M +$510K +11,133 +54%
SM
208
Southport Management
Wyoming
$1.45M – – –
GWANC
209
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.45M -$74K -1,560 -5%
AAS
210
Avantax Advisory Services
Texas
$1.41M +$247K +5,207 +21%
HWM
211
HFG Wealth Management
Texas
$1.4M -$28.4M -598,299 -95%
FTUS
212
Flow Traders U.S.
New York
$1.4M +$1.4M +29,431 New
WAM
213
Wakefield Asset Management
Colorado
$1.39M +$35.8K +755 +3%
APW
214
Aurora Private Wealth
New Jersey
$1.38M +$15.6K +328 +1%
AGA
215
Arkos Global Advisors
Texas
$1.37M – – –
PWA
216
Primoris Wealth Advisors
Florida
$1.36M +$345K +7,399 +34%
YIH
217
Y-Intercept (HK)
Hong Kong
$1.36M +$856K +18,033 +171%
DP
218
Dearborn Partners
Illinois
$1.34M -$21.4K -450 -2%
GGA
219
Granite Group Advisors
Connecticut
$1.33M – – –
FRA
220
FFG Retirement Advisors
Colorado
$1.33M +$60.2K +1,268 +5%
AP
221
Americana Partners
Texas
$1.32M +$949K +20,000 +253%
PTC
222
Private Trust Company
Ohio
$1.31M +$294K +6,198 +29%
FT
223
Fiduciary Trust
Massachusetts
$1.31M -$35K -738 -3%
SF
224
Synovus Financial
Georgia
$1.29M +$77K +1,621 +6%
PFA
225
Pure Financial Advisors
California
$1.27M +$23.3K +490 +2%
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