AMLP icon

Alerian MLP ETF
AMLP

Overview Fund Activity

592 hedge funds and large institutions have $4.79B invested in Alerian MLP ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
13.56%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
51
Increased
203
Reduced
232
Closed
57
Calls
$50.2M
Puts
$34.2M
Net Calls
+$16M
Net Calls Change
+$13.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$285M
2
CS
Credit Suisse
Switzerland
$26.5M
3
AIM
Allen Investment Management
New York
$25M
4
Wells Fargo
Wells Fargo
California
$338M
5
Allianz Asset Management
Allianz Asset Management
Germany
$59.6M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$0
2
Goldman Sachs
Goldman Sachs
New York
$532M
3
Bank of America
Bank of America
North Carolina
$251M
4
GCM
Graham Capital Management
Connecticut
$0
5
VCM
Verger Capital Management
North Carolina
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
PFG Advisors
Arizona
$277K -$4.33K -84 -2%
CFA
377
Cahill Financial Advisors
Minnesota
$273K +$273K +5,110 New
Bessemer Group
378
Bessemer Group
New Jersey
$270K +$207K +3,884 +329%
PPA
379
Parametric Portfolio Associates
Washington
$265K -$232K -4,338 -47%
LWAC
380
Laurel Wealth Advisors (California)
California
$265K +$37.4K +700 +16%
GTAM
381
Global Trust Asset Management
Florida
$261K -$358K -6,702 -58%
WC
382
Westwind Capital
New Mexico
$258K -$35.9K -673 -12%
CA
383
Corrado Advisors
New Jersey
$256K +$19.1K +357 +8%
LWS
384
Lucia Wealth Services
California
$253K -$63.7K -1,193 -20%
KeyBank National Association
385
KeyBank National Association
Ohio
$253K – – –
NDSI
386
Newman Dignan & Sheerar Inc
Rhode Island
$248K +$19.4K +359 +8%
FHA
387
Flagship Harbor Advisors
Massachusetts
$243K -$65.1K -1,196 -21%
AIA
388
Avalon Investment & Advisory
Texas
$240K +$44K +823 +22%
RIL
389
Rothschild Investment LLC
Illinois
$240K +$55.5K +1,040 +30%
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
$239K +$239K +4,468 New
BWM
391
BigSur Wealth Management
Florida
$235K – – –
RCG
392
Ruggie Capital Group
Florida
$234K – – –
FIM
393
Fernwood Investment Management
Massachusetts
$233K -$141K -2,631 -38%
TA
394
Tiedemann Advisors
New York
$230K -$27.8K -521 -11%
NIM
395
NXG Investment Management
Texas
$229K +$229K +4,292 New
MSAM
396
Moloney Securities Asset Management
Missouri
$226K -$8.1K -152 -3%
CAI
397
Capital Advisors Inc
Oklahoma
$226K – – –
MCP
398
Mirador Capital Partners
California
$223K – – –
AAM
399
American Asset Management
Florida
$222K -$1.07K -20 -0.5%
VCWA
400
Vanguard Capital Wealth Advisors
Colorado
$221K -$3.2K -60 -1%
14 15
16
17 18