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Alerian MLP ETF
AMLP

Overview Fund Activity

629 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 230 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
13.68%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.63%
New
57
Increased
233
Reduced
230
Closed
64
Calls
$26.5M
Puts
$34.7M
Net Calls
-$8.19M
Net Calls Change
+$11.1M

Top Buyers

1
HTC
1
Hershey Trust Company
Pennsylvania
$50.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.4M
4
TF
4
TIAA FSB
Florida
$110M
5
Creative Planning
5
Creative Planning
Kansas
$151M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$540M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.09M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
426
Private Vista
Illinois
$214K -$736K -14,970 -77%
RBFC
427
Roman Butler Fullerton & Co
Missouri
$213K -$7.98K -162 -4%
WC
428
Westwind Capital
New Mexico
$210K +$1.03K +21 +0.5%
CIAS
429
Capital Investment Advisory Services
North Carolina
$206K -$51.3K -1,015 -20%
MCP
430
Mirador Capital Partners
California
$206K – – –
NP
431
NorthRock Partners
Minnesota
$206K – – –
GLA
432
Good Life Advisors
Pennsylvania
$206K +$2.15K +44 +1%
CCM
433
Chilton Capital Management
Texas
$205K +$93.7K +1,900 +84%
HVIA
434
Hudson Valley Investment Advisors
New York
$203K +$11.8K +240 +6%
PAG
435
Pinnacle Advisory Group
Maryland
$201K – – –
CA
436
Calton & Associates
Florida
$201K +$201K +4,086 New
CC
437
Chicago Capital
Illinois
$200K – – –
MSAM
438
Moloney Securities Asset Management
Missouri
$199K +$1.13K +23 +0.6%
WP
439
WealthSource Partners
California
$198K -$548K -11,135 -73%
AC
440
Almitas Capital
California
$197K – – –
CIC
441
Chilton Investment Company
Connecticut
$197K +$197K +4,000 New
TI
442
Tidal Investments
Wisconsin
$197K +$197K +4,002 New
AC
443
Addison Capital
Pennsylvania
$196K -$639 -13 -0.3%
RWMH
444
Riverpoint Wealth Management Holdings
Illinois
$195K +$2.91K +59 +2%
WSC
445
Wellington Shields & Co
New York
$188K +$3.6K +73 +2%
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$187K – – –
AAM
447
American Asset Management
Florida
$185K -$8.87K -180 -5%
AIA
448
Avalon Investment & Advisory
Texas
$182K – – –
TNB
449
Thomasville National Bank
Georgia
$181K -$166K -3,376 -48%
RA
450
Rational Advisors
New York
$179K -$201K -4,072 -53%
16 17
18
19 20