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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
1
Hershey Trust Company
Pennsylvania
$50.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.4M
4
TF
4
TIAA FSB
Florida
$110M
5
Creative Planning
5
Creative Planning
Kansas
$151M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$540M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.09M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
476
Aptus Capital Advisors
Alabama
$146K -$5.29K -108 -3%
QC
477
QCM Cayman
Texas
$146K +$146K +2,958 New
AWS
478
AJ Wealth Strategies
New York
$146K +$146K +2,973 New
DW
479
Domani Wealth
Pennsylvania
$144K – – –
PCMC
480
Private Capital Management (Colorado)
Colorado
$143K -$81.2K -1,646 -36%
SFC
481
SYM Financial Corp
Indiana
$141K +$395 +8 +0.3%
FC
482
Financial Consulate
Maryland
$139K -$11K -223 -7%
SWM
483
Segment Wealth Management
Texas
$134K +$1.57K +32 +1%
LWA
484
Lenox Wealth Advisors
New York
$134K +$1.97K +40 +1%
Brown Advisory
485
Brown Advisory
Maryland
$133K -$236K -4,772 -64%
EPA
486
Element Pointe Advisors
Florida
$133K +$133K +2,704 New
TSS
487
Two Sigma Securities
New York
$131K -$1.2M -24,477 -90%
MFW
488
Mosaic Family Wealth
Missouri
$131K -$5.31K -108 -4%
MOS
489
MGO One Seven
Ohio
$131K – – –
GPA
490
Garrison Point Advisors
California
$131K +$10.9K +220 +9%
COI
491
Capital One Investing
Virginia
$131K +$131K +2,657 New
BFEC
492
Benjamin F. Edwards & Company
Missouri
$130K -$29.7K -601 -19%
JSL
493
JT Stratford LLC
Georgia
$128K -$6.89K -140 -5%
CAI
494
Capital Advisors Inc
Oklahoma
$128K +$128K +2,597 New
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$126K – – –
AC
496
Avestar Capital
New York
$123K -$96.3K -1,958 -44%
BIA
497
BHK Investment Advisors
Alabama
$122K -$122K -2,478 -50%
RI
498
Ridgewood Investments
New Jersey
$121K -$3.41K -69 -3%
SWA
499
Stratos Wealth Advisors
Ohio
$121K +$2.12K +43 +2%
SP
500
SWS Partners
Ohio
$120K +$120K +2,409 New
18 19
20
21 22