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Alerian MLP ETF

412 hedge funds and large institutions have $1.65B invested in Alerian MLP ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-200
Holders Change %
-32.68%
% of All Funds
8.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
50
Increased
118
Reduced
195
Closed
241
Calls
$96.8M
Puts
$111M
Net Calls
-$14.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$14K +$10.8K +439 +335%
CWC
352
Carolinas Wealth Consulting
North Carolina
$12K +$12K +466 New
CMBA
353
C.M. Bidwell & Associates
Hawaii
$11K -$25 -1 -0.2%
AssetMark Inc
354
AssetMark Inc
California
$11K +$8.26K +337 +301%
TFS
355
TrustCore Financial Services
Tennessee
$10K -$18.2K -725 -65%
BCA
356
Berman Capital Advisors
Georgia
$10K -$13.7K -565 -58%
POIA
357
Pin Oak Investment Advisors
Texas
$10K -$48 -2 -0.5%
AW
358
Avion Wealth
Texas
$10K
WLPWM
359
Walled Lake Planning & Wealth Management
Illinois
$10K +$299 +12 +3%
CAC
360
Certified Advisory Corp
Florida
$10K +$6K +240 +150%
WT
361
Whittier Trust
California
$10K +$10K +400 New
LF
362
Lee Financial
Texas
$10K +$10K +400 New
TRCT
363
Tower Research Capital (TRC)
New York
$9K -$63.5K -2,645 -88%
JPLA
364
Joseph P. Lucia & Associates
New York
$9K
AIP
365
Ameritas Investment Partners
Nebraska
$9K
Bank of Montreal
366
Bank of Montreal
Ontario, Canada
$8K -$379K -16,544 -98%
LWM
367
Lenox Wealth Management
Ohio
$8K -$24 -1 -0.3%
LFG
368
LifePlan Financial Group
Ohio
$8K -$23 -1 -0.3%
AWM
369
Avior Wealth Management
Nebraska
$8K +$798 +36 +11%
BC
370
Bartlett & Co
Ohio
$7K
FWM
371
FSA Wealth Management
Massachusetts
$7K +$7K +300 New
BCWM
372
Bartlett & Co Wealth Management
Ohio
$6.69K
FHA
373
First Horizon Advisors
Tennessee
$6K -$104K -4,140 -95%
OC
374
Oakworth Capital
Alabama
$6K
MIM
375
Macroview Investment Management
Maryland
$6K +$178 +7 +3%