AMLP icon

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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$540M
3
UCFA
United Capital Financial Advisors
Texas
$1.09M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
451
Smart Portfolios LLC
Washington
$178K -$1.77K -36 -1%
WCM
452
WealthBridge Capital Management
Ohio
$178K +$29.8K +682 +20%
WSCM
453
Wellington Shields Capital Management
New York
$178K +$178K +3,619 New
ECM
454
Elgethun Capital Management
South Dakota
$173K -$1.72M -34,917 -91%
PFA
455
Pettinga Financial Advisors
Indiana
$170K -$4.91K -100 -3%
FHC
456
Forest Hill Capital
Arkansas
$170K – – –
DI
457
DFPG Investments
Utah
$169K -$32.5K -650 -16%
RFN
458
RDA Financial Network
Iowa
$167K -$19.1K -381 -10%
DS
459
DRW Securities
Illinois
$167K +$167K +3,386 New
MBTD
460
Mechanics Bank - Trust Department
California
$167K +$167K +3,400 New
BP
461
BBR Partners
New York
$165K – – –
FA
462
FCG Advisors
New Jersey
$165K +$1.13K +23 +0.7%
FPCP
463
Fort Point Capital Partners
California
$164K +$164K +3,331 New
HWA
464
HHM Wealth Advisors
Tennessee
$162K – – –
WIA
465
World Investment Advisors
California
$160K -$94.9K -1,975 -37%
IWM
466
IHT Wealth Management
Illinois
$160K +$16.6K +337 +12%
VIP
467
Vantage Investment Partners
Missouri
$158K – – –
ZB
468
Zions Bancorporation
Utah
$154K +$3.45K +70 +2%
GBBWRPM
469
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$153K -$66K -1,339 -30%
CS
470
Cannell & Spears
New York
$152K +$5.46K +111 +4%
CHJWM
471
Carlton Hofferkamp & Jenks Wealth Management
Texas
$149K – – –
CG
472
CFO4Life Group
Texas
$149K +$2.85K +58 +2%
NA
473
NewEdge Advisors
Louisiana
$148K +$33.4K +677 +29%
TW
474
TrinityPoint Wealth
Connecticut
$147K -$18.2K -360 -11%
PAS
475
Partnervest Advisory Services
California
$146K -$12.8K -260 -8%
17 18
19
20 21