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Alerian MLP ETF
AMLP

Overview Fund Activity

602 hedge funds and large institutions have $4.88B invested in Alerian MLP ETF in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 211 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
13.8%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.44%
New
70
Increased
218
Reduced
211
Closed
71
Calls
$41.1M
Puts
$38.9M
Net Calls
+$2.22M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$375M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$327M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.3M
4
JPG
Jordan Park Group
California
+$52.3M
5
Creative Planning
Creative Planning
Kansas
+$42.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$194M
2
Deutsche Bank
Deutsche Bank
Germany
-$57.6M
3
AL
Appaloosa LP
New Jersey
-$46.1M
4
SFM
Soros Fund Management
New York
-$43.7M
5
Goldman Sachs
Goldman Sachs
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
426
GW & Wade
Massachusetts
$194K +$2.83K +56 +1%
LI
427
LVZ Inc
Michigan
$192K +$192K +3,808 New
ST
428
Sabal Trust
Florida
$188K -$588K -11,646 -76%
RWMH
429
Riverpoint Wealth Management Holdings
Illinois
$188K +$3.17K +63 +2%
LJAC
430
L.J. Altfest & Co
New York
$187K +$187K +3,710 New
AIA
431
Avalon Investment & Advisory
Texas
$185K +$454 +9 +0.2%
KWM
432
Kingsview Wealth Management
Oregon
$184K +$184K +3,646 New
S
433
SignatureFD
Georgia
$183K +$128K +2,525 +231%
RIL
434
Rothschild Investment LLC
Illinois
$175K -$139K -2,740 -44%
SXL
435
Summit X LLC
Missouri
$173K -$24.8K -492 -13%
CWS
436
Cypress Wealth Services
California
$170K -$5.35K -106 -3%
LWA
437
Lenox Wealth Advisors
New York
$166K -$412K -8,135 -71%
CONA
438
Capital One National Association
New York
$166K -$12.8K -254 -7%
CC
439
Cognios Capital
Kansas
$163K -$28.7K -571 -15%
SP
440
SWS Partners
Ohio
$163K -$12.1K -240 -7%
1IA
441
1834 Investment Advisors
Wisconsin
$163K – – –
CBNLCF
442
Cognios Beta Neutral Large Cap Fund
Kansas
$163K +$163K +3,241 New
FC
443
Financial Consulate
Maryland
$162K -$11.3K -223 -7%
SCI
444
Stableford Capital II
Arizona
$162K – – –
CCM
445
Chickasaw Capital Management
Tennessee
$160K -$6.26M -124,085 -98%
SKK
446
Shepherd Kaplan Krochuk
Massachusetts
$160K -$32.1K -633 -17%
JWBC
447
J.W. Burns & Co
New York
$159K -$8.81K -174 -5%
BCA
448
Berman Capital Advisors
Georgia
$159K +$3.13K +62 +2%
SAS
449
Sage Advisory Services
Texas
$158K +$203 +4 +0.1%
CCM
450
Crabel Capital Management
California
$157K +$51.8K +1,023 +49%
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