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Alerian MLP ETF
AMLP

Overview Fund Activity

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.06%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$646M
2
Morgan Stanley
Morgan Stanley
New York
$700M
3
Wells Fargo
Wells Fargo
California
$424M
4
Bank of America
Bank of America
North Carolina
$462M
5
T
Thomaspartners
Massachusetts
$291M

Top Sellers

1
PWM
Patriot Wealth Management
Texas
$59.4M
2
DCM
DeGreen Capital Management
Arizona
$10.1M
3
PP
Peconic Partners
New York
$1.18M
4
TCT
TIAA CREF Trust
Missouri
$82.3M
5
AL
Appaloosa LP
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
426
Jacobi Capital Management
Pennsylvania
$144K +$6.36K +100 +5%
AL
427
Aspiriant LLC
California
$143K +$143K +2,255 New
YWP
428
YorkBridge Wealth Partners
New York
$140K -$6.31K -100 -4%
HVIA
429
Hudson Valley Investment Advisors
New York
$139K -$16.5K -260 -11%
FWM
430
Focused Wealth Management
New York
$138K +$1.34K +21 +1%
PMFA
431
Plante Moran Financial Advisors
Michigan
$136K -$61K -960 -31%
GEA
432
Glen Eagle Advisors
New Jersey
$136K – – –
OC
433
Oakworth Capital
Alabama
$135K -$31K -487 -19%
CG
434
Caprock Group
Idaho
$133K – – –
BTIS
435
BB&T Investment Services
North Carolina
$132K +$17.1K +266 +15%
WA
436
Waverly Advisors
Alabama
$132K +$132K +2,076 New
WA
437
WealthTrust-Arizona
Arizona
$131K +$2.16K +34 +2%
AGM
438
Alpine Global Management
New York
$131K +$131K +2,066 New
TRCT
439
Tower Research Capital (TRC)
New York
$130K +$106K +1,664 +437%
MA
440
MCF Advisors
Kentucky
$117K +$113K +1,791 +3,142%
FPS
441
Fieldpoint Private Securities
Connecticut
$109K +$109K +1,722 New
SF
442
Synovus Financial
Georgia
$106K +$63 +1 +0.1%
SEI Investments
443
SEI Investments
Pennsylvania
$85K -$27.8K -440 -25%
CPA
444
Clear Perspective Advisors
Illinois
$82K – – –
DOA
445
D'Orazio & Associates
Virginia
$77K – – –
MRCM
446
M&R Capital Management
New Jersey
$76K -$6.33K -100 -8%
PWM
447
Perigon Wealth Management
California
$74K -$4.49K -71 -6%
AC
448
Alexandria Capital
Virginia
$73K -$8.18K -128 -10%
CC
449
Cassaday & Co
Virginia
$72K – – –
BIG
450
Bellwether Investment Group
Tennessee
$72K +$7.46K +117 +12%
16 17
18
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