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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 %
WR
376
Watson Rebecca
$6K +$6K +229 New
1W
377
1776 Wealth
Georgia
$5K -$35.2K -1,550 -88%
LFG
378
Larson Financial Group
Missouri
$5K -$1.72K -74 -26%
BFC
379
Bedel Financial Consulting
Indiana
$5K
WB
380
West Bancorporation
Iowa
$5K
CAL
381
Capital Analysts LLC
Pennsylvania
$5K +$5K +205 New
QCG
382
Quadrant Capital Group
Ohio
$4K -$1.99K -74 -33%
SWM
383
Sugarloaf Wealth Management
Georgia
$4K -$859 -38 -18%
BBA
384
Braun-Bostich & Associates
Pennsylvania
$4K
ETI
385
Enterprise Trust & Investment
California
$4K
SIS
386
Sound Income Strategies
Florida
$4K
RIM
387
Rockbridge Investment Management
New York
$4K +$4K +157 New
FCH
388
Freestone Capital Holdings
Washington
$3.28K +$2.14K +86,495 +187%
HB
389
Horizon Bancorp
Indiana
$3K
DMK
390
David M. Knott
$3K
LWA
391
Lowe Wealth Advisors
Maryland
$3K
PA
392
Procyon Advisors
Connecticut
$3K
EIP
393
Ellis Investment Partners
Pennsylvania
$3K +$20 +1 +0.7%
GWS
394
Glassman Wealth Services
Virginia
$3K +$87 +3 +3%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.39K +59 +393%
MA
396
MCF Advisors
Kentucky
$2K -$160 -6 -7%
VNA
397
Valley National Advisers
Pennsylvania
$2K -$29 -1 -1%
CLOS
398
Compagnie Lombard Odier SCmA
Switzerland
$2K
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$2K
ADL
400
Asset Dedication LLC
California
$2K