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Alerian MLP ETF
AMLP

Overview Fund Activity

356 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-56
Holders Change %
-13.59%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
104
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$221M
2
Wells Fargo
Wells Fargo
California
$82.1M
3
ARMC
American Research & Management Company
Massachusetts
$6.4M
4
CS
Credit Suisse
Switzerland
$13M
5
BIG
Boothe Investment Group
Delaware
$4.4M

Top Sellers

1
ST
Sageworth Trust
Pennsylvania
$8.67M
2
WFI
West Family Investments
California
$2.36M
3
Creative Planning
Creative Planning
Kansas
$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
UCFA
United Capital Financial Advisors
Texas
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
– -$243K -10,014 Closed
WA
402
WealthTrust Axiom
Pennsylvania
– -$246K -9,999 Closed
OFW
403
Omnia Family Wealth
Florida
– -$239K -9,692 Closed
OAM
404
Oppenheimer Asset Management
New York
– -$235K -9,530 Closed
NB
405
Northwest Bancshares
Pennsylvania
– -$234K -9,482 Closed
WS
406
Wedbush Securities
California
– -$232K -9,416 Closed
XS
407
XR Securities
Illinois
– -$231K -9,378 Closed
APW
408
Aurora Private Wealth
New Jersey
– -$230K -9,314 Closed
SBWM
409
Sunflower Bank Wealth Management
Arizona
– -$225K -9,131 Closed
BF
410
BOK Financial
Oklahoma
– -$225K -9,097 Closed
NAM
411
NTV Asset Management
West Virginia
– -$224K -9,060 Closed
FAM
412
Formidable Asset Management
Ohio
– -$219K -9,052 Closed
LNC
413
Lincoln National Corp
Pennsylvania
– -$218K -8,871 Closed
GLA
414
Good Life Advisors
Pennsylvania
– -$211K -8,649 Closed
SMC
415
Smith, Moore & Co
Missouri
– -$208K -8,419 Closed
PA
416
PSI Advisors
Florida
– -$203K -8,247 Closed
VWA
417
V Wealth Advisors
Kansas
– -$202K -8,185 Closed
BA
418
Ballast Advisors
Minnesota
– -$202K -8,179 Closed
SAM
419
SignalPoint Asset Management
Missouri
– -$202K -8,178 Closed
PT
420
Plimoth Trust
Massachusetts
– -$202K -8,170 Closed
CCM
421
Coldstream Capital Management
Washington
– -$201K -8,134 Closed
SCA
422
Stonebridge Capital Advisors
Minnesota
– -$154K -6,231 Closed
ClearBridge Investments
423
ClearBridge Investments
New York
– -$152K -6,160 Closed
BC
424
Brookfield Corp
Ontario, Canada
– -$150K -6,083 Closed
KWM
425
Keebeck Wealth Management
Illinois
– -$123K -5,000 Closed
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