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Alerian MLP ETF
AMLP

Overview Fund Activity

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.06%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$646M
2
Morgan Stanley
Morgan Stanley
New York
$700M
3
Wells Fargo
Wells Fargo
California
$424M
4
Bank of America
Bank of America
North Carolina
$462M
5
T
Thomaspartners
Massachusetts
$291M

Top Sellers

1
PWM
Patriot Wealth Management
Texas
$59.4M
2
DCM
DeGreen Capital Management
Arizona
$10.1M
3
PP
Peconic Partners
New York
$1.18M
4
TCT
TIAA CREF Trust
Missouri
$82.3M
5
AL
Appaloosa LP
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
501
Carroll Financial Associates
North Carolina
$12K +$1.2K +20 +11%
CCCA
502
Center Coast Capital Advisors
Texas
$11K -$5.25M -81,125 -100%
MIM
503
Macroview Investment Management
Maryland
$11K +$183 +3 +2%
LWA
504
Lowe Wealth Advisors
Maryland
$9K -$15.7K -240 -63%
IWM
505
IHT Wealth Management
Illinois
$9K – – –
IFA
506
Interactive Financial Advisors
Illinois
$9K +$1.03K +17 +13%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$8K -$52.7K -790 -87%
WB
508
Webster Bank
Connecticut
$8K -$17.5K -262 -69%
SNT
509
Security National Trust
West Virginia
$8K – – –
DMK
510
David M. Knott
$8K – – –
GBBWRPM
511
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K -$7K -100 -50%
MCM
512
McKinley Capital Management
Alaska
$7K – – –
BG
513
Bollard Group
Massachusetts
$6K – – –
CFG
514
Citizens Financial Group
Rhode Island
$6K +$6K +96 New
MCM
515
MV Capital Management
Maryland
$5K – – –
AA
516
AlphaMark Advisors
Kentucky
$5K +$5K +72 New
GI
517
Gradient Investments
Minnesota
$4K -$10K -175 -71%
WIM
518
Westside Investment Management
California
$3.31K – – –
BC
519
Barnett & Company
Tennessee
$3K -$152K -2,688 -98%
DAM
520
Delta Asset Management
Tennessee
$3K – – –
KIG
521
Kessler Investment Group
Indiana
$3K +$3K +46 New
EWM
522
Endurance Wealth Management
Rhode Island
$2K +$2K +37 New
RFM
523
Royal Fund Management
Florida
$1K -$3.16K -60 -76%
PCFFS
524
Pacific Center for Financial Services
California
$1K – – –
MWM
525
MinichMacGregor Wealth Management
New York
$1K +$32 +1 +3%
19 20
21
22 23