AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

629 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
13.68%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.63%
New
57
Increased
233
Reduced
230
Closed
64
Calls
$26.5M
Puts
$34.7M
Net Calls
-$8.19M
Net Calls Change
+$11.1M

Top Buyers

1
HTC
Hershey Trust Company
Pennsylvania
$50.2M
2
Goldman Sachs
Goldman Sachs
New York
$571M
3
SWA
SFMG Wealth Advisors
Texas
$39.4M
4
TF
TIAA FSB
Florida
$110M
5
Creative Planning
Creative Planning
Kansas
$151M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$540M
3
UCFA
United Capital Financial Advisors
Texas
$1.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
351
Lido Advisors
California
$366K +$24.4K +496 +7%
SAS
352
Stelac Advisory Services
New York
$364K – – –
GRP
353
Global Retirement Partners
California
$363K +$17.3K +351 +5%
CFN
354
Cordasco Financial Network
Florida
$360K +$1.08K +22 +0.3%
KWM
355
Kingsview Wealth Management
Oregon
$358K -$316K -6,419 -47%
DAS
356
Dynamic Advisor Solutions
Arizona
$357K +$57.9K +1,174 +19%
OFW
357
Omnia Family Wealth
Florida
$355K – – –
MA
358
Mutual Advisors
Nebraska
$354K +$8.08K +164 +2%
IA
359
IFG Advisory
Georgia
$353K -$34.5K -702 -9%
ACP
360
Aveo Capital Partners
Colorado
$353K +$5.56K +110 +2%
Fiera Capital (Canada)
361
Fiera Capital (Canada)
Quebec, Canada
$350K – – –
SBWM
362
Sunflower Bank Wealth Management
Arizona
$350K +$443 +9 +0.1%
MIAN
363
Mariner Independent Advisor Network
Kansas
$349K +$36K +728 +12%
OIA
364
Optimum Investment Advisors
Illinois
$348K +$66.2K +1,344 +23%
PWMAG
365
Pinnacle Wealth Management Advisory Group
New Jersey
$347K +$30.8K +625 +10%
LFAS
366
Level Four Advisory Services
Texas
$345K -$7.93K -161 -2%
CC
367
Cassaday & Co
Virginia
$344K +$19.7K +80 +6%
FG
368
Fiduciary Group
Georgia
$344K +$172K +3,500 +100%
CFA
369
Cahill Financial Advisors
Minnesota
$343K -$54.1K -1,097 -14%
KeyBank National Association
370
KeyBank National Association
Ohio
$342K +$82.4K +1,675 +32%
VA
371
Valmark Advisers
Ohio
$339K -$55.7K -1,131 -14%
NSIM
372
North Star Investment Management
Illinois
$334K +$293K +5,952 +709%
RIL
373
Rothschild Investment LLC
Illinois
$333K -$27.2K -553 -8%
IWC
374
Integrated Wealth Concepts
Massachusetts
$333K +$121K +2,484 +57%
BCA
375
Berman Capital Advisors
Georgia
$333K +$285K +5,800 +594%
13 14
15
16 17