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Alerian MLP ETF
AMLP

Overview Fund Activity

612 hedge funds and large institutions have $1.48B invested in Alerian MLP ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 179 increasing their positions, 271 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-67
Holders Change %
-9.87%
% of All Funds
13.52%
Holding in Top 10
13
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-48%
% of All Funds
0.29%
New
85
Increased
179
Reduced
271
Closed
139
Calls
$9.74M
Puts
$34.5M
Net Calls
-$24.8M
Net Calls Change
-$76.9M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$202M
2
TF
2
TIAA FSB
Florida
$72.9M
3
XS
3
XR Securities
Illinois
$30.7M
4
ST
4
Sageworth Trust
Pennsylvania
$20.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.9M

Top Sellers

1
MCM
1
Moore Capital Management
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$182M
3
DCP
3
Diameter Capital Partners
New York
$0
4
HTC
4
Hershey Trust Company
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
376
SWS Partners
Ohio
$90K +$90K +5,226 New
FFG
377
Fortem Financial Group
California
$90K +$90K +5,260 New
MGIA
378
Moneta Group Investment Advisors
Missouri
$89K +$18.2K +1,056 +26%
MHR
379
Matthew Hamilton Rosenberg
$89K +$89K +5,163 New
RMAM
380
Raab & Moskowitz Asset Management
New Jersey
$87K -$80.5K -4,734 -48%
KPW
381
Kore Private Wealth
New York
$86K -$390K -22,724 -82%
NIM
382
Northeast Investment Management
Massachusetts
$86K +$86K +5,000 New
OIA
383
Optimum Investment Advisors
Illinois
$83K -$32.1K -1,876 -28%
NA
384
NewEdge Advisors
Louisiana
$83K +$27.3K +1,586 +49%
WCM
385
Windsor Capital Management
Arizona
$82K -$37.9K -2,213 -32%
KeyBank National Association
386
KeyBank National Association
Ohio
$81K -$149K -8,622 -65%
MA
387
Montag & Associates
Georgia
$81K +$81K +4,700 New
PIMG
388
Patriot Investment Management Group
Tennessee
$81K +$81K +4,743 New
WI
389
Wintrust Investments
Illinois
$80K -$267K -15,560 -77%
AIFAIM
390
American Institute for Advanced Investment Management
Arizona
$80K -$101K -5,850 -56%
BWL
391
Bogart Wealth LLC
Virginia
$80K -$29.3K -1,714 -27%
JF
392
JSF Financial
California
$79K -$244K -14,204 -76%
CGA
393
Crescent Grove Advisors
Illinois
$79K -$213K -12,298 -73%
PAM
394
Peak Asset Management
Colorado
$78K +$43.2K +2,511 +124%
MHI
395
Miller Howard Investments
New York
$77K -$642K -37,312 -89%
FAM
396
Formidable Asset Management
Ohio
$76K -$80K -4,642 -51%
PWM
397
PBMares Wealth Management
Virginia
$76K -$20.5K -1,189 -21%
BWM
398
BigSur Wealth Management
Florida
$76K – – –
GT
399
Glenmede Trust
Pennsylvania
$76K – – –
WCM
400
WealthBridge Capital Management
Ohio
$76K +$40.6K +2,351 +115%
14 15
16
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