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Alerian MLP ETF
AMLP

Overview Fund Activity

602 hedge funds and large institutions have $4.88B invested in Alerian MLP ETF in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
13.8%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.44%
New
70
Increased
218
Reduced
211
Closed
71
Calls
$41.1M
Puts
$38.9M
Net Calls
+$2.22M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$375M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$327M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.3M
4
JPG
Jordan Park Group
California
+$52.3M
5
Creative Planning
Creative Planning
Kansas
+$42.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$194M
2
Deutsche Bank
Deutsche Bank
Germany
-$57.6M
3
AL
Appaloosa LP
New Jersey
-$46.1M
4
SFM
Soros Fund Management
New York
-$43.7M
5
Goldman Sachs
Goldman Sachs
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
301
Renaissance Technologies
New York
$496K -$2.61M -51,599 -84%
VCM
302
Virtue Capital Management
Tennessee
$493K +$493K +9,758 New
WSC
303
Wellington Shields & Co
New York
$492K +$3.49K +69 +0.7%
IA
304
IFG Advisory
Georgia
$490K -$155K -3,079 -24%
CAM
305
Covenant Asset Management
New Jersey
$479K -$23.2K -460 -5%
FCIM
306
Fairview Capital Investment Management
California
$473K -$329K -6,520 -41%
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$473K +$13.2K +262 +3%
PWM
308
Patriot Wealth Management
Texas
$472K – – –
PPA
309
Parametric Portfolio Associates
Washington
$470K +$470K +9,299 New
JLBC
310
J.L. Bainbridge & Co
Florida
$470K +$470K +9,308 New
FWM
311
FFT Wealth Management
Pennsylvania
$464K +$464K +9,192 New
AIM
312
Anchor Investment Management
South Carolina
$455K +$142K +2,821 +46%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$454K -$394K -7,803 -46%
SB
314
Suntrust Banks
Georgia
$453K -$261K -5,167 -37%
SAM
315
SignalPoint Asset Management
Missouri
$453K +$93.6K +1,854 +26%
CCM
316
Coldstream Capital Management
Washington
$452K -$521K -10,327 -54%
KP
317
Keel Point
Alabama
$451K +$53.7K +1,063 +14%
RFC
318
Regions Financial Corp
Alabama
$447K -$62.1K -1,231 -12%
KM
319
Kalos Management
Georgia
$444K -$8.25K -163 -2%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$443K -$134K -2,662 -23%
VA
321
Valmark Advisers
Ohio
$442K +$51.1K +1,012 +13%
EIG
322
Ellenbecker Investment Group
Wisconsin
$439K +$439K +8,689 New
OFW
323
Omnia Family Wealth
Florida
$434K -$2.77M -54,917 -86%
FT
324
Fiduciary Trust
Massachusetts
$423K -$73.5K -1,454 -15%
AWA
325
Arete Wealth Advisors
Illinois
$421K +$125K +2,477 +42%
11 12
13
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