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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 %
BAM
426
Belpointe Asset Management
Nevada
– -$113K -4,596 Closed
VFA
427
Valeo Financial Advisors
Indiana
– -$113K -4,573 Closed
PIMG
428
Patriot Investment Management Group
Tennessee
– -$102K -4,141 Closed
LS
429
Leelyn Smith
Illinois
– -$728K -2,948 Closed
CWP
430
CFM Wealth Partners
Texas
– -$51K -2,093 Closed
TI
431
tru Independence
Oregon
– -$48 -2,000 Closed
FANJ
432
Financial Architects (New Jersey)
New Jersey
– -$42K -1,685 Closed
LIA
433
LS Investment Advisors
Michigan
– -$39K -1,600 Closed
WC
434
Westwind Capital
New Mexico
– -$30K -1,215 Closed
BFIM
435
Beese Fulmer Investment Management
Ohio
– -$18K -739 Closed
AssetMark Inc
436
AssetMark Inc
California
– -$11K -449 Closed
WT
437
Whittier Trust
California
– -$10K -400 Closed
JPLA
438
Joseph P. Lucia & Associates
New York
– -$9K -356 Closed
FWM
439
FSA Wealth Management
Massachusetts
– -$7K -300 Closed
WR
440
Watson Rebecca
– -$6K -229 Closed
1W
441
1776 Wealth
Georgia
– -$5K -220 Closed
LFG
442
Larson Financial Group
Missouri
– -$5K -215 Closed
BBA
443
Braun-Bostich & Associates
Pennsylvania
– -$4K -157 Closed
PA
444
Procyon Advisors
Connecticut
– -$3K -120 Closed
HB
445
Horizon Bancorp
Indiana
– -$3K -104 Closed
TC
446
Truvestments Capital
Florida
– -$2K -90 Closed
VNA
447
Valley National Advisers
Pennsylvania
– -$2K -70 Closed
WEC
448
Winslow Evans & Crocker
Massachusetts
– -$1K -60 Closed
TFA
449
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
14 15 16 17
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