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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 %
CCM
476
Crossvault Capital Management
Texas
$121K – – –
JSL
477
JT Stratford LLC
Georgia
$121K +$10.1K +200 +9%
BAS
478
Brown Advisory Securities
Maryland
$120K +$120K +2,391 New
EHC
479
Everett Harris & Co
California
$119K – – –
HSA
480
HBK Sorce Advisory
Pennsylvania
$117K -$5.01K -99 -4%
SWM
481
Segment Wealth Management
Texas
$117K +$101 +2 +0.1%
AF
482
Aldebaran Financial
$117K +$14.2K +280 +14%
RI
483
Ridgewood Investments
New Jersey
$115K +$2.42K +48 +2%
VIP
484
Vantage Investment Partners
Missouri
$114K – – –
BIM
485
Bridges Investment Management
Nebraska
$114K +$114K +2,260 New
WA
486
WealthTrust-Arizona
Arizona
$113K +$2.18K +43 +2%
NFG
487
Nations Financial Group
Iowa
$112K – – –
JCM
488
Jacobi Capital Management
Pennsylvania
$111K -$11.1K -220 -9%
HCM
489
Hamlin Capital Management
New York
$111K – – –
WPP
490
Whalerock Point Partners
Rhode Island
$110K – – –
AC
491
Avestar Capital
New York
$110K +$110K +2,186 New
AOWM
492
Alpha Omega Wealth Management
Virginia
$109K – – –
PMFA
493
Plante Moran Financial Advisors
Michigan
$108K -$1.67K -33 -2%
LSAG
494
Lake Street Advisors Group
New Hampshire
$108K – – –
SIM
495
Sadoff Investment Management
Wisconsin
$108K +$108K +2,140 New
BAAM
496
Baker Avenue Asset Management
California
$107K +$107K +2,110 New
CAM
497
Concorde Asset Management
Michigan
$105K -$912 -18 -0.9%
PSUF
498
People's United Financial
Connecticut
$103K -$31.5K -625 -23%
KC
499
KHP Capital
Oklahoma
$102K – – –
TCM
500
Traynor Capital Management
Pennsylvania
$101K -$2.12K -42 -2%
18 19
20
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