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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
$221M
2
Wells Fargo
Wells Fargo
California
$82.1M
3
ARMC
American Research & Management Company
Massachusetts
$6.4M
4
CS
Credit Suisse
Switzerland
$13M
5
BIG
Boothe Investment Group
Delaware
$4.4M

Top Sellers

1
ST
Sageworth Trust
Pennsylvania
$8.67M
2
WFI
West Family Investments
California
$2.36M
3
Creative Planning
Creative Planning
Kansas
$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
UCFA
United Capital Financial Advisors
Texas
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Bartlett & Co
Ohio
$5K – – –
MIM
327
Macroview Investment Management
Maryland
$5K +$144 +7 +3%
IBOK
328
Independence Bank of Kentucky
Kentucky
$5K +$5K +260 New
WB
329
West Bancorporation
Iowa
$4K – – –
CAL
330
Capital Analysts LLC
Pennsylvania
$4K – – –
BFC
331
Bedel Financial Consulting
Indiana
$4K – – –
SIS
332
Sound Income Strategies
Florida
$4K – – –
ETI
333
Enterprise Trust & Investment
California
$4K – – –
SWM
334
Sugarloaf Wealth Management
Georgia
$4K +$110 +5 +3%
QCG
335
Quadrant Capital Group
Ohio
$3K – – –
LWA
336
Lowe Wealth Advisors
Maryland
$3K – – –
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
RIM
338
Rockbridge Investment Management
New York
$3K – – –
MA
339
MCF Advisors
Kentucky
$3K +$1.33K +60 +80%
Millennium Management
340
Millennium Management
New York
$2.07K +$2.07K +103,709 New
AWM
341
Avior Wealth Management
Nebraska
$2K -$3.27K -224 -62%
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
DMK
343
David M. Knott
$2K – – –
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$2K – – –
EWM
345
Elmwood Wealth Management
California
$2K – – –
EIP
346
Ellis Investment Partners
Pennsylvania
$2K +$13 +1 +0.7%
GWS
347
Glassman Wealth Services
Virginia
$2K +$57 +3 +3%
GI
348
Gradient Investments
Minnesota
$1K -$27.3K -709 -96%
DAM
349
Delta Asset Management
Tennessee
$1K – – –
FRA
350
Front Row Advisors
California
$1K – – –
12 13
14
15 16