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Alerian MLP ETF
AMLP

Overview Fund Activity

592 hedge funds and large institutions have $4.79B invested in Alerian MLP ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-10
Holders Change %
-1.66%
% of All Funds
13.56%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
51
Increased
203
Reduced
232
Closed
57
Calls
$50.2M
Puts
$34.2M
Net Calls
+$16M
Net Calls Change
+$13.8M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$285M
2
CS
Credit Suisse
Switzerland
$26.5M
3
AIM
Allen Investment Management
New York
$25M
4
Wells Fargo
Wells Fargo
California
$338M
5
Allianz Asset Management
Allianz Asset Management
Germany
$59.6M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$0
2
Goldman Sachs
Goldman Sachs
New York
$532M
3
Bank of America
Bank of America
North Carolina
$251M
4
GCM
Graham Capital Management
Connecticut
$0
5
VCM
Verger Capital Management
North Carolina
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
476
Nations Financial Group
Iowa
$119K – – –
JCM
477
Jacobi Capital Management
Pennsylvania
$118K – – –
KC
478
KHP Capital
Oklahoma
$118K +$10.8K +202 +10%
HCM
479
Hamlin Capital Management
New York
$117K – – –
AC
480
Avestar Capital
New York
$116K – – –
PMFA
481
Plante Moran Financial Advisors
Michigan
$114K – – –
BAS
482
Brown Advisory Securities
Maryland
$113K -$16K -297 -12%
AOWM
483
Alpha Omega Wealth Management
Virginia
$113K -$2.14K -40 -2%
BAAM
484
Baker Avenue Asset Management
California
$113K – – –
JFA
485
JNBA Financial Advisors
Minnesota
$113K +$113K +2,110 New
BC
486
Brookfield Corp
Ontario, Canada
$112K -$514K -9,667 -82%
NA
487
NewEdge Advisors
Louisiana
$112K +$112K +2,104 New
CAM
488
Concorde Asset Management
Michigan
$110K -$1.34K -25 -1%
LC
489
LCNB Corp
Ohio
$109K +$109K +2,045 New
DLCIG
490
D.L. Carlson Investment Group
New Hampshire
$107K – – –
BFC
491
Bedel Financial Consulting
Indiana
$101K – – –
WIM
492
Westside Investment Management
California
$90.9K +$85.5K +1,600 +1,600%
OC
493
Oakworth Capital
Alabama
$90K – – –
GI
494
GS Investments
Minnesota
$89.7K – – –
PFGIA
495
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$72.3K +1,355 +461%
SBL
496
Sargent Bickham Lagudis
Colorado
$86K – – –
BC
497
Barnett & Company
Tennessee
$81K +$67.5K +1,268 +501%
FPS
498
Fieldpoint Private Securities
Connecticut
$80K – – –
WT
499
Whittier Trust
California
$78K -$159K -3,000 -67%
FWM
500
Focused Wealth Management
New York
$78K +$956 +18 +1%
18 19
20
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