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Alerian MLP ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
401
First Horizon Advisors
Tennessee
$75K -$159K -9,314 -68%
CCG
402
Chatham Capital Group
Georgia
$74K -$370K -21,440 -83%
EWM
403
EPG Wealth Management
Georgia
$74K +$39.5K +2,299 +114%
GFS
404
GYL Financial Synergies
Connecticut
$73K -$75.4K -4,392 -51%
CTA
405
Colonial Trust Advisors
South Carolina
$73K -$8.43K -490 -10%
BCM
406
Birch Capital Management
Texas
$72K -$25.8K -1,492 -26%
IA
407
IFG Advisory
Georgia
$72K -$8.81K -513 -11%
TAM
408
Tocqueville Asset Management
New York
$71K -$19.2K -1,117 -21%
AOWM
409
Alpha Omega Wealth Management
Virginia
$70K -$3.08K -178 -4%
CC
410
Chicago Capital
Illinois
$70K
SW
411
SkyOak Wealth
Michigan
$70K
LFAS
412
Level Four Advisory Services
Texas
$69K -$48.1K -2,795 -41%
LF
413
LifeSteps Financial
California
$69K -$14.8K -858 -18%
AWM
414
AE Wealth Management
Kansas
$69K -$7.12K -413 -9%
EVM
415
Eaton Vance Management
Massachusetts
$69K +$69K +4,026 New
AHC
416
Adell Harriman & Carpenter
Texas
$68.5K -$10.8K -630 -14%
CHJWM
417
Carlton Hofferkamp & Jenks Wealth Management
Texas
$68K
1W
418
1776 Wealth
Georgia
$68K +$8.45K +220 +14%
SA
419
Sicart Associates
New York
$67K +$6.84K +400 +11%
HSA
420
HBK Sorce Advisory
Pennsylvania
$67K +$26.5K +1,536 +65%
EM
421
ELCO Management
New York
$65K -$89.9K -5,200 -58%
SPL
422
Smart Portfolios LLC
Washington
$65K -$2.48K -145 -4%
FT
423
Fiduciary Trust
Massachusetts
$63K -$101K -5,887 -62%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$62K -$78.6K -4,599 -56%
BBA
425
BLB&B Advisors
Pennsylvania
$62K