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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 %
ACM
451
Azimuth Capital Management
Michigan
$152K – – –
AI
452
ArchPoint Investors
Florida
$152K – – –
GA
453
GFS Advisors
Texas
$151K – – –
AI
454
Atria Investments
North Carolina
$150K +$150K +2,965 New
CHJWM
455
Carlton Hofferkamp & Jenks Wealth Management
Texas
$149K – – –
JIP
456
Jaffetilchin Investment Partners
Florida
$148K +$2.93K +58 +2%
CS
457
Cannell & Spears
New York
$147K +$147K +2,902 New
FG
458
Fiduciary Group
Georgia
$146K -$126K -2,500 -46%
RIA
459
Regal Investment Advisors
Michigan
$144K -$52K -1,027 -27%
MRCM
460
M&R Capital Management
New Jersey
$144K -$26.9K -535 -16%
SFC
461
SYM Financial Corp
Indiana
$143K +$404 +8 +0.3%
ARMC
462
American Research & Management Company
Massachusetts
$141K -$78.7K -1,560 -36%
DSC
463
Duncker Streett & Co
Missouri
$141K -$557 -11 -0.4%
OWD
464
Osborn Williams & Donohoe
Ohio
$139K – – –
BHBT
465
Burke & Herbert Bank & Trust
Virginia
$139K – – –
GWCM
466
Godshalk Welsh Capital Management
Pennsylvania
$137K -$63K -1,250 -31%
G
467
GenTrust
Florida
$135K -$14.8K -293 -10%
American Century Companies
468
American Century Companies
Missouri
$132K +$132K +2,606 New
CDH
469
Charles D. Hyman
$131K – – –
VCA
470
Verdence Capital Advisors
Maryland
$131K +$131K +2,590 New
FMWA
471
Forvis Mazars Wealth Advisors
Missouri
$129K – – –
FANJ
472
Financial Architects (New Jersey)
New Jersey
$126K -$3.47K -69 -3%
AWM
473
Aries Wealth Management
Maine
$126K – – –
BIA
474
BHK Investment Advisors
Alabama
$125K – – –
NFC
475
Northeast Financial Consultants
Connecticut
$122K – – –
17 18
19
20 21