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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 %
DP
351
Dearborn Partners
Illinois
$341K +$34.1K +675 +11%
ACP
352
Aveo Capital Partners
Colorado
$336K +$15.1K +299 +5%
LFAS
353
Level Four Advisory Services
Texas
$328K -$63.2K -1,249 -16%
AIM
354
Advantage Investment Management
Iowa
$325K +$310K +6,141 +2,047%
IWC
355
Integrated Wealth Concepts
Massachusetts
$324K -$11.5K -229 -3%
OIA
356
Optimum Investment Advisors
Illinois
$322K -$706 -14 -0.2%
BWM
357
Buckley Wealth Management
Nevada
$320K -$547K -10,812 -63%
ME
358
McIlrath & Eck
Washington
$320K -$194K -3,841 -38%
GEA
359
Glen Eagle Advisors
New Jersey
$319K +$1.52K +30 +0.5%
BA
360
Ballew Advisors
Mississippi
$318K +$9.84K +195 +3%
GC
361
Grace Capital
Massachusetts
$317K -$492K -9,731 -61%
FMC
362
First Merchants Corp
Indiana
$315K – – –
MC
363
Mathes Company
New York
$315K – – –
Lido Advisors
364
Lido Advisors
California
$309K -$413K -8,196 -57%
BIA
365
Barry Investment Advisors
Massachusetts
$308K -$67.5K -1,335 -18%
GAG
366
GM Advisory Group
New York
$308K – – –
GRP
367
Global Retirement Partners
California
$307K +$9.74K +193 +3%
SAM
368
Seelaus Asset Management
New Jersey
$306K -$15.1K -300 -5%
KJHP
369
K.J. Harrison & Partners
Ontario, Canada
$305K +$305K +6,046 New
Lazard Asset Management
370
Lazard Asset Management
New York
$303K – – –
MC
371
Moors & Cabot
Massachusetts
$302K +$302K +5,984 New
AP
372
Atwood & Palmer
Missouri
$300K – – –
BC
373
Banced Corp
Illinois
$300K +$13.6K +270 +5%
LWS
374
Lucia Wealth Services
California
$299K -$1.41M -27,882 -82%
LFASL
375
Lugano Financial Advisors SA (LFA)
Switzerland
$299K +$299K +5,926 New
13 14
15
16 17