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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 %
DLCIG
501
D.L. Carlson Investment Group
New Hampshire
$101K – – –
BFC
502
Bedel Financial Consulting
Indiana
$96K +$89.8K +1,770 +1,451%
OC
503
Oakworth Capital
Alabama
$85K – – –
SIM
504
Sonora Investment Management
Arizona
$85K +$9.04K +178 +12%
GI
505
GS Investments
Minnesota
$84.8K – – –
TRCT
506
Tower Research Capital (TRC)
New York
$83K +$42.2K +834 +103%
SBL
507
Sargent Bickham Lagudis
Colorado
$81K -$21.2K -421 -21%
FPS
508
Fieldpoint Private Securities
Connecticut
$76K – – –
FWM
509
Focused Wealth Management
New York
$73K -$5.03K -100 -6%
RCAG
510
Rehmann Capital Advisory Group
Michigan
$66.8K -$9.24K -183 -12%
QCIG
511
Quad-Cities Investment Group
Iowa
$62K +$62K +1,237 New
Bessemer Group
512
Bessemer Group
New Jersey
$60K +$19.6K +386 +49%
DOA
513
D'Orazio & Associates
Virginia
$57K – – –
AWMS
514
Advocacy Wealth Management Services
Georgia
$56K -$5.09K -100 -8%
HR
515
Howe & Rusling
New York
$56K +$20.2K +402 +56%
CCMW
516
Cypress Capital Management (Wyoming)
Wyoming
$56K +$25.5K +500 +83%
IAS
517
IMA Advisory Services
Colorado
$53K -$165K -3,274 -76%
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$51K +$30K +592 +143%
HCM
519
Hilton Capital Management
New York
$51K +$51K +1,000 New
GT
520
Glenmede Trust
Pennsylvania
$47K -$4.03M -79,785 -99%
LA
521
Legacy Advisors
Pennsylvania
$47K +$47K +940 New
CC
522
Cassaday & Co
Virginia
$46K -$8.5K -34 -16%
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
SEI Investments
524
SEI Investments
Pennsylvania
$43K +$43K +851 New
BCM
525
Blume Capital Management
California
$43K +$43K +860 New
19 20
21
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