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Alerian MLP ETF
AMLP

Overview Fund Activity

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.9M
3
VIM
VCU Investment Management
Virginia
+$23.6M
4
UCFA
United Capital Financial Advisors
Texas
+$23.4M
5
DCP
Diameter Capital Partners
New York
+$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$115M
2
Goldman Sachs
Goldman Sachs
New York
-$111M
3
BC
Brookfield Corp
Ontario, Canada
-$35.6M
4
UBS Group
UBS Group
Switzerland
-$34.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
426
Wintrust Investments
Illinois
$257K +$80.3K +1,600 +45%
CIAS
427
Capital Investment Advisory Services
North Carolina
$255K +$18.5K +369 +8%
BIA
428
BHK Investment Advisors
Alabama
$249K +$125K +2,478 +100%
SF
429
Summit Financial
New Jersey
$249K +$249K +4,961 New
CFG
430
Cooper Financial Group
California
$246K +$52.3K +1,045 +27%
PA
431
PFG Advisors
Arizona
$243K -$25.5K -514 -10%
MWP
432
MYCIO Wealth Partners
Pennsylvania
$239K +$48.6K +969 +26%
CWM
433
Cornerstone Wealth Management
Missouri
$236K +$236K +1,224 New
SAM
434
Silvercrest Asset Management
New York
$234K -$548K -10,923 -70%
SFS
435
Sowell Financial Services
Arkansas
$233K +$233K +4,637 New
PCMC
436
Private Capital Management (Colorado)
Colorado
$228K – – –
VCWA
437
Vanguard Capital Wealth Advisors
Colorado
$227K +$227K +4,540 New
RBFC
438
Roman Butler Fullerton & Co
Missouri
$225K -$4.21K -84 -2%
AC
439
Avestar Capital
New York
$223K -$736K -14,720 -77%
GBBWRPM
440
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$223K +$21.9K +437 +11%
BCM
441
Baltimore Capital Management
Maryland
$223K +$223K +4,453 New
IWP
442
Icon Wealth Partners
Texas
$221K -$632K -12,581 -74%
BWM
443
BigSur Wealth Management
Florida
$221K – – –
TFS
444
TrustCore Financial Services
Tennessee
$220K +$2.51K +50 +1%
IWC
445
Integrated Wealth Concepts
Massachusetts
$219K -$26.1K -521 -11%
WC
446
Westwind Capital
New Mexico
$213K +$1.05K +21 +0.5%
ATPW
447
Ashton Thomas Private Wealth
Arizona
$210K +$210K +4,190 New
NP
448
NorthRock Partners
Minnesota
$210K – – –
MCP
449
Mirador Capital Partners
California
$210K – – –
GLA
450
Good Life Advisors
Pennsylvania
$209K +$76.2K +1,522 +57%
16 17
18
19 20