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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 %
FA
326
FDx Advisors
Illinois
$415K -$175K -3,470 -30%
CW
327
Cobiz Wealth
Colorado
$412K -$194K -3,849 -32%
CTA
328
Colonial Trust Advisors
South Carolina
$411K – – –
MIA
329
MainStreet Investment Advisors
Illinois
$404K – – –
AIP
330
Ahrens Investment Partners
Louisiana
$395K +$235K +4,656 +147%
EAM
331
Evanson Asset Management
California
$391K -$119K -2,355 -23%
KCPG
332
Kavar Capital Partners Group
Kansas
$390K – – –
NFG
333
Next Financial Group
Texas
$384K -$108K -2,138 -22%
PNC
334
Park National Corp
Ohio
$384K -$1.57K -31 -0.4%
SWM
335
SeaCrest Wealth Management
New York
$376K -$4.95K -98 -1%
SG
336
Somerset Group
Minnesota
$374K – – –
AFP
337
Ausdal Financial Partners
Iowa
$372K -$145K -2,868 -28%
AF
338
Advisornet Financial
Minnesota
$372K -$77.6K -1,536 -17%
CPA
339
Clear Perspective Advisors
Illinois
$364K +$197K +370 +117%
GHAM
340
Gilman Hill Asset Management
Connecticut
$364K +$206K +4,075 +130%
Fiera Capital (Canada)
341
Fiera Capital (Canada)
Quebec, Canada
$359K – – –
PAS
342
Partnervest Advisory Services
California
$357K – – –
FIM
343
Fernwood Investment Management
Massachusetts
$353K +$353K +6,993 New
MA
344
Mutual Advisors
Nebraska
$349K +$5.65K +112 +2%
SJIC
345
St. James Investment Company
Texas
$347K -$192K -3,813 -36%
DCM
346
Dimension Capital Management
Florida
$347K – – –
BRM
347
Boston Research & Management
Massachusetts
$346K -$7.16K -142 -2%
PWMAG
348
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$78.6K +1,556 +30%
HF
349
HRT Financial
New York
$342K -$310K -6,137 -48%
OC
350
Oarsman Capital
Wisconsin
$342K -$5.09K -101 -1%
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