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Alerian MLP ETF
AMLP

Overview Fund Activity

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.06%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$646M
2
Morgan Stanley
2
Morgan Stanley
New York
$700M
3
Wells Fargo
3
Wells Fargo
California
$424M
4
Bank of America
4
Bank of America
North Carolina
$462M
5
T
5
Thomaspartners
Massachusetts
$291M

Top Sellers

1
PWM
1
Patriot Wealth Management
Texas
$59.4M
2
DCM
2
DeGreen Capital Management
Arizona
$10.1M
3
PP
3
Peconic Partners
New York
$1.18M
4
TCT
4
TIAA CREF Trust
Missouri
$82.3M
5
AL
5
Appaloosa LP
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
301
Johanson Financial Advisors
California
$495K +$495K +7,763 New
SCA
302
Salient Capital Advisors
Texas
$483K -$99K -1,557 -17%
AFP
303
Ausdal Financial Partners
Iowa
$483K +$17K +267 +4%
JWBC
304
J.W. Burns & Co
New York
$472K -$19.3K -303 -4%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$465K -$116K -1,828 -20%
CT
306
Cambridge Trust
Massachusetts
$465K – – –
MFW
307
Mosaic Family Wealth
Missouri
$456K -$110K -1,731 -19%
PCP
308
Proficio Capital Partners
Massachusetts
$456K +$388K +6,314 +574%
CFB
309
Cullen/Frost Bankers
Texas
$437K -$107K -1,679 -20%
GBA
310
Garrison Bradford & Associates
New York
$437K +$8.89K +140 +2%
APP
311
Avantax Planning Partners
Iowa
$431K +$97.6K +1,537 +29%
GWCM
312
Godshalk Welsh Capital Management
Pennsylvania
$430K -$50.8K -800 -11%
VWM
313
Venturi Wealth Management
Texas
$424K -$171K -2,713 -29%
OC
314
Oarsman Capital
Wisconsin
$424K +$59.2K +931 +16%
EWM
315
Edge Wealth Management
New York
$424K +$328K +5,158 +341%
OIA
316
Optimum Investment Advisors
Illinois
$420K +$64 +1 +0%
AAM
317
American Asset Management
Florida
$420K +$9.22K +145 +2%
ECM
318
Elgethun Capital Management
South Dakota
$417K – – –
11A
319
10-15 Associates
New York
$417K +$29.2K +460 +8%
HCM
320
Hollencrest Capital Management
California
$414K -$3.32M -52,351 -89%
PNC
321
Park National Corp
Ohio
$407K +$407K +6,404 New
SCI
322
Stableford Capital II
Arizona
$406K -$2.1K -33 -0.5%
OCM
323
Oakview Capital Management
Texas
$406K +$115K +1,805 +39%
GT
324
Greenleaf Trust
Michigan
$398K -$188K -2,964 -32%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$398K -$63.9K -1,004 -14%
11 12
13
14 15