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Alerian MLP ETF
AMLP

Overview Fund Activity

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.9M
3
VIM
VCU Investment Management
Virginia
+$23.6M
4
UCFA
United Capital Financial Advisors
Texas
+$23.4M
5
DCP
Diameter Capital Partners
New York
+$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$115M
2
Goldman Sachs
Goldman Sachs
New York
-$111M
3
BC
Brookfield Corp
Ontario, Canada
-$35.6M
4
UBS Group
UBS Group
Switzerland
-$34.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
326
GYL Financial Synergies
Connecticut
$523K +$10K +200 +2%
BAM
327
Belpointe Asset Management
Nevada
$523K +$66.8K +1,332 +15%
SFSIG
328
San Francisco Sentry Investment Group
California
$522K – – –
RCYC
329
Richard C. Young & Co
Rhode Island
$521K +$9.93K +198 +2%
AFS
330
Access Financial Services
Minnesota
$512K +$6.27K +125 +1%
JF
331
JSF Financial
California
$509K +$26K +518 +5%
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$504K +$140K +2,784 +38%
SAM
333
Securian Asset Management
Minnesota
$502K – – –
HCM
334
Hollencrest Capital Management
California
$502K – – –
PCM
335
Prelude Capital Management
New York
$502K +$251K +5,000 +100%
SWM
336
SeaCrest Wealth Management
New York
$496K +$3.01K +60 +0.6%
VWA
337
V Wealth Advisors
Kansas
$494K +$17K +340 +4%
RFC
338
Regions Financial Corp
Alabama
$492K -$104K -2,069 -17%
SSG
339
Summit Securities Group
New York
$485K -$1.09M -21,780 -69%
KM
340
Kalos Management
Georgia
$485K -$141K -2,813 -23%
PMG
341
ProVise Management Group
Florida
$484K -$6.17K -123 -1%
CCWA
342
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$473K +$18.3K +365 +4%
FFG
343
Ford Financial Group
California
$471K +$17.2K +344 +4%
LI
344
LVZ Inc
Michigan
$468K +$163K +3,249 +53%
AAS
345
Avantax Advisory Services
Texas
$462K +$803 +16 +0.2%
ACP
346
Ashfield Capital Partners
California
$460K +$28.9K +576 +7%
NFG
347
NewFocus Financial Group
Washington
$455K – – –
VAS
348
Vestmark Advisory Solutions
Massachusetts
$449K +$449K +8,956 New
ACM
349
Ategra Capital Management
Virginia
$447K +$447K +8,911 New
BI
350
Bramshill Investments
Florida
$446K +$31.1K +620 +7%
12 13
14
15 16