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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 %
SCP
301
Sandhill Capital Partners
New York
$541K +$18.7K +379 +4%
GHAM
302
Gilman Hill Asset Management
Connecticut
$539K – – –
CCM
303
Chickasaw Capital Management
Tennessee
$528K – – –
GW
304
GW & Wade
Massachusetts
$525K – – –
RCYC
305
Richard C. Young & Co
Rhode Island
$522K +$10K +203 +2%
SAM
306
SignalPoint Asset Management
Missouri
$512K -$16.9K -344 -3%
AAS
307
Avantax Advisory Services
Texas
$511K +$57.6K +1,169 +13%
BAM
308
Belpointe Asset Management
Nevada
$501K -$12.3K -250 -2%
VWA
309
V Wealth Advisors
Kansas
$498K +$7.9K +159 +2%
SAM
310
Securian Asset Management
Minnesota
$493K – – –
HCM
311
Hollencrest Capital Management
California
$493K – – –
PT
312
Plimoth Trust
Massachusetts
$488K -$51.9K -1,054 -10%
HR
313
Hayden Royal
North Carolina
$481K -$35.2K -713 -7%
CAM
314
Covenant Asset Management
New Jersey
$481K +$122K +2,480 +34%
AWM
315
AE Wealth Management
Kansas
$476K -$1.98M -40,303 -81%
VCM
316
Vivaldi Capital Management
Illinois
$476K -$442K -8,970 -48%
CCWA
317
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$459K -$5.67K -115 -1%
CWP
318
Capital Wealth Planning
Florida
$456K +$456K +9,250 New
MGIA
319
Moneta Group Investment Advisors
Missouri
$454K -$62.6K -1,271 -12%
LNC
320
Lincoln National Corp
Pennsylvania
$452K -$125K -2,548 -22%
LCS
321
Levin Capital Strategies
New York
$452K +$44.6K +907 +11%
GTAM
322
Global Trust Asset Management
Florida
$448K +$267K +5,427 +148%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$447K +$5.86K +119 +1%
NFG
324
NewFocus Financial Group
Washington
$446K – – –
FA
325
FDx Advisors
Illinois
$446K +$25.7K +522 +6%
11 12
13
14 15