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Alerian MLP ETF
AMLP

Overview Fund Activity

412 hedge funds and large institutions have $1.65B invested in Alerian MLP ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-200
Holders Change %
-32.68%
% of All Funds
8.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
50
Increased
118
Reduced
195
Closed
241
Calls
$96.8M
Puts
$111M
Net Calls
-$14.3M
Net Calls Change
+$10.5M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26.3M
2
SI
Stephens Inc
Arkansas
$46.6M
3
UA
Unison Advisors
District of Columbia
$14.7M
4
UCFA
United Capital Financial Advisors
Texas
$9.12M
5
CS
Credit Suisse
Switzerland
$9.43M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$190M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.4M
4
XS
XR Securities
Illinois
$231K
5
TF
TIAA FSB
Florida
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
301
Matthew Hamilton Rosenberg
$103K -$23.9K -974 -19%
PIMG
302
Patriot Investment Management Group
Tennessee
$102K -$14.9K -602 -13%
S
303
SignatureFD
Georgia
$100K -$47.6K -1,924 -32%
WIM
304
Westside Investment Management
California
$88.9K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$88K -$122K -4,969 -58%
OIA
306
Optimum Investment Advisors
Illinois
$87K -$33.1K -1,338 -28%
GRP
307
Global Retirement Partners
California
$87K +$40.9K +1,654 +89%
PG
308
Proffitt & Goodson
Tennessee
$83K +$20.7K +840 +33%
RG
309
Retirement Group
California
$81K +$81K +3,287 New
Fidelity Investments
310
Fidelity Investments
Massachusetts
$78K +$7.72K +312 +11%
HWA
311
HHM Wealth Advisors
Tennessee
$76K – – –
MRC
312
Millburn Ridgefield Corp
New York
$76K +$17.3K +700 +29%
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$75K +$9.84K +400 +15%
AWM
314
Atticus Wealth Management
Florida
$63K – – –
CC
315
Cassaday & Co
Virginia
$59K +$47.6K +1,917 +417%
AWA
316
Arkadios Wealth Advisors
Georgia
$56.5K +$30.5K +1,350 +118%
CWP
317
CFM Wealth Partners
Texas
$51K – – –
RCA
318
Ranch Capital Advisors
Florida
$50K -$19.7K -760 -28%
JCM
319
Jacobi Capital Management
Pennsylvania
$50K – – –
CHA
320
Carmichael Hill & Associates
Maryland
$48K -$9.26K -379 -16%
FANJ
321
Financial Architects (New Jersey)
New Jersey
$42K -$3.12K -125 -7%
BWM
322
Baystate Wealth Management
Massachusetts
$40K -$1.77K -71 -4%
HIM
323
Hillsdale Investment Management
Ontario, Canada
$39K – – –
LIA
324
LS Investment Advisors
Michigan
$39K – – –
FHA
325
Flagship Harbor Advisors
Massachusetts
$39K +$16.2K +670 +71%
11 12
13
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