AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

592 hedge funds and large institutions have $4.79B invested in Alerian MLP ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
13.56%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
51
Increased
203
Reduced
232
Closed
57
Calls
$50.2M
Puts
$34.2M
Net Calls
+$16M
Net Calls Change
+$13.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$285M
2
CS
Credit Suisse
Switzerland
$26.5M
3
AIM
Allen Investment Management
New York
$25M
4
Wells Fargo
Wells Fargo
California
$338M
5
Allianz Asset Management
Allianz Asset Management
Germany
$59.6M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$0
2
Goldman Sachs
Goldman Sachs
New York
$532M
3
Bank of America
Bank of America
North Carolina
$251M
4
GCM
Graham Capital Management
Connecticut
$0
5
VCM
Verger Capital Management
North Carolina
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
276
Castle Rock Wealth Management
California
$595K -$405K -8,059 -41%
MWM
277
Merriman Wealth Management
Washington
$593K -$2.16M -40,480 -78%
RMAM
278
Raab & Moskowitz Asset Management
New Jersey
$591K -$188K -3,532 -24%
SCA
279
Stonebridge Capital Advisors
Minnesota
$590K -$1.07K -20 -0.2%
CCWA
280
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$590K -$747 -14 -0.1%
AFC
281
AFT Forsyth & Company
Florida
$587K – – –
SBWM
282
Sunflower Bank Wealth Management
Arizona
$587K – – –
AP
283
Advisors Preferred
Maryland
$565K -$711K -13,337 -56%
IWP
284
Icon Wealth Partners
Texas
$561K -$40.7K -762 -7%
SFSIG
285
San Francisco Sentry Investment Group
California
$555K – – –
PMG
286
ProVise Management Group
Florida
$547K +$16.1K +302 +3%
OFW
287
Omnia Family Wealth
Florida
$545K +$85.5K +1,600 +19%
RFC
288
Regions Financial Corp
Alabama
$543K +$69.8K +1,306 +15%
TFS
289
TrustCore Financial Services
Tennessee
$541K +$1.01K +19 +0.2%
BAM
290
Belpointe Asset Management
Nevada
$537K -$211K -3,952 -28%
ACP
291
Ashfield Capital Partners
California
$535K -$208K -3,903 -28%
SAM
292
Securian Asset Management
Minnesota
$534K – – –
CFA
293
Capstone Financial Advisors
Illinois
$532K -$66.6K -1,248 -11%
WSTAM
294
Wilbanks Smith & Thomas Asset Management
Virginia
$531K +$31.3K +587 +6%
IA
295
IFG Advisory
Georgia
$521K +$3.04K +57 +0.6%
CAM
296
Covenant Asset Management
New Jersey
$519K +$12.6K +236 +2%
PBT
297
Pictet Bank & Trust
Bahamas
$518K -$57.5K -1,078 -10%
NFG
298
NewFocus Financial Group
Washington
$516K -$42.7K -800 -8%
AAA
299
Adams Asset Advisors
Texas
$508K -$268K -5,020 -35%
CCG
300
Chatham Capital Group
Georgia
$508K -$112K -2,100 -18%
10 11
12
13 14