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Alerian MLP ETF
AMLP

Overview Fund Activity

356 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-56
Holders Change %
-13.59%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
104
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$33.8M
2
Wells Fargo
Wells Fargo
California
+$21.2M
3
ARMC
American Research & Management Company
Massachusetts
+$5.68M
4
CS
Credit Suisse
Switzerland
+$5.39M
5
BIG
Boothe Investment Group
Delaware
+$4.4M

Top Sellers

1
ST
Sageworth Trust
Pennsylvania
-$15M
2
WFI
West Family Investments
California
-$13M
3
Creative Planning
Creative Planning
Kansas
-$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.88M
5
UCFA
United Capital Financial Advisors
Texas
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
301
Institutional & Family Asset Management
Colorado
$16K +$476 +24 +3%
BFG
302
Baron Financial Group
New Jersey
$15.4K +$15.4K +769 New
SIM
303
Sonora Investment Management
Arizona
$15K – – –
BWM
304
Baystate Wealth Management
Massachusetts
$14K -$18.4K -909 -57%
WCG
305
Weaver Consulting Group
California
$14K -$3.94K -200 -22%
AA
306
Ancora Advisors
Ohio
$14K – – –
IAS
307
IMA Advisory Services
Colorado
$12K – – –
CTC
308
Central Trust Company
Missouri
$11K -$2.15K -110 -16%
MF
309
Manchester Financial
California
$11K – – –
CWC
310
Carolinas Wealth Consulting
North Carolina
$10K +$292 +14 +3%
TRCT
311
Tower Research Capital (TRC)
New York
$10K +$2.5K +125 +33%
CMBA
312
C.M. Bidwell & Associates
Hawaii
$9K – – –
LF
313
Lee Financial
Texas
$8K – – –
TFS
314
TrustCore Financial Services
Tennessee
$8K – – –
AW
315
Avion Wealth
Texas
$8K – – –
POIA
316
Pin Oak Investment Advisors
Texas
$8K – – –
WLPWM
317
Walled Lake Planning & Wealth Management
Illinois
$8K +$232 +12 +3%
BAMG
318
Brand Asset Management Group
Missouri
$8K +$8K +400 New
BCA
319
Berman Capital Advisors
Georgia
$7K -$193 -11 -3%
LFG
320
LifePlan Financial Group
Ohio
$7K – – –
AIP
321
Ameritas Investment Partners
Nebraska
$7K – – –
BFEC
322
Benjamin F. Edwards & Company
Missouri
$6K -$4.31K -230 -42%
FHA
323
First Horizon Advisors
Tennessee
$6K +$1.23K +62 +26%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$5.42K – – –
OC
325
Oakworth Capital
Alabama
$5K – – –
11 12
13
14 15