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Schedule 13G/A (Amendment No. 4) filing for Sunoco LP (CUSIP 86765K109) was submitted on 07/01/2025 to report ownership as of 06/30/2025.
Reporting persons: (1) ALPS Advisors, Inc. (registered investment adviser, Colorado) and (2) Alerian MLP ETF (Delaware-domiciled, SEC-registered investment company). The filing is made under Rule 13d-1(b), signalling a passive investment intent rather than an activist stance.
Aggregate ownership: The parties jointly report beneficial ownership of 23,489,829 common units of Sunoco LP, equal to 15.38 % of the outstanding class. All voting and dispositive authority is shared; neither entity claims sole power over the units:
- Sole voting power: 0 units
- Shared voting power: 23,489,829 units
- Sole dispositive power: 0 units
- Shared dispositive power: 23,489,829 units
ALPS Advisors states that the units are held by the funds it manages—most notably the Alerian MLP ETF—and expressly disclaims beneficial ownership beyond Section 13(d) purposes.
Certification: Both signatories, via Chief Compliance Officer Matthew Sutula, certify the securities were acquired in the ordinary course of business and not with the purpose of influencing control of Sunoco LP.
Key takeaway: A single adviser-managed ETF controls over 15 % of Sunoco LP’s units, underscoring significant passive institutional ownership and potential liquidity support, but no control-seeking intent is indicated.