AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

629 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
13.68%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.63%
New
57
Increased
233
Reduced
230
Closed
64
Calls
$26.5M
Puts
$34.7M
Net Calls
-$8.19M
Net Calls Change
+$11.1M

Top Buyers

1
HTC
Hershey Trust Company
Pennsylvania
+$50.2M
2
Goldman Sachs
Goldman Sachs
New York
+$43.4M
3
SWA
SFMG Wealth Advisors
Texas
+$31.3M
4
TF
TIAA FSB
Florida
+$18.8M
5
Creative Planning
Creative Planning
Kansas
+$17.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$172M
2
Morgan Stanley
Morgan Stanley
New York
-$46.1M
3
UCFA
United Capital Financial Advisors
Texas
-$23.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.4M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WMS Partners
Maryland
$1.02M +$108K +2,184 +12%
1SB
227
1ST Source Bank
Indiana
$1.01M +$266K +5,393 +36%
SCP
228
Stamos Capital Partners
California
$1.01M +$1.01M +20,400 New
MTIM
229
Marathon Trading Investment Management
Pennsylvania
$1M -$187K -3,800 -16%
PA
230
Pinnacle Associates
New York
$1M +$82.8K +1,681 +9%
AAA
231
Adams Asset Advisors
Texas
$1M +$96.6K +1,963 +11%
Comerica Bank
232
Comerica Bank
Texas
$994K -$1.76M -34,921 -64%
LFASL
233
Lugano Financial Advisors SA (LFA)
Switzerland
$979K +$87K +1,768 +10%
FT
234
Fiduciary Trust
Massachusetts
$976K +$108K +2,191 +12%
CRC
235
Curi RMB Capital
Illinois
$961K -$642K -13,029 -40%
NWM
236
Northwest Wealth Management
Iowa
$959K -$48.1K -978 -5%
SMC
237
Smith, Moore & Co
Missouri
$952K -$38.6K -783 -4%
PAM
238
PVG Asset Management
Colorado
$926K -$1.19M -24,169 -56%
CRWM
239
Castle Rock Wealth Management
California
$925K +$166K +3,375 +22%
JG
240
Jefferies Group
New York
$917K – – –
GAM
241
Griffin Asset Management
New York
$904K -$217K -4,407 -19%
GAM
242
Gould Asset Management
California
$893K +$28K +568 +3%
CC
243
Courier Capital
New York
$888K -$33K -670 -4%
DBIA
244
Dumont & Blake Investment Advisors
New Jersey
$886K -$3.45K -70 -0.4%
WIA
245
Wealthstreet Investment Advisors
Texas
$866K -$9.85K -200 -1%
CA
246
Cornerstone Advisory
Maryland
$858K -$415K -8,437 -33%
GA
247
Greytown Advisors
Florida
$854K -$24.7K -501 -3%
FIM
248
Freedom Investment Management
Connecticut
$849K -$108K -2,198 -11%
BWL
249
Bogart Wealth LLC
Virginia
$842K +$165K +3,361 +24%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$835K +$27.1K +550 +3%
8 9
10
11 12