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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 %
RCAG
501
Rehmann Capital Advisory Group
Michigan
$68.7K -$1.98K -37 -3%
AIM
502
Advantage Investment Management
Iowa
$66K -$280K -5,211 -81%
QCIG
503
Quad-Cities Investment Group
Iowa
$65K -$1.67K -31 -3%
AA
504
Ancora Advisors
Ohio
$65K +$65K +1,220 New
KJWM
505
Kiley Juergens Wealth Management
Washington
$65K +$65K +1,224 New
DOA
506
D'Orazio & Associates
Virginia
$60K – – –
CCMW
507
Cypress Capital Management (Wyoming)
Wyoming
$60K +$1.59K +30 +3%
AWMS
508
Advocacy Wealth Management Services
Georgia
$59K – – –
CC
509
Cassaday & Co
Virginia
$56K +$6.93K +26 +14%
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$54K +$584 +11 +1%
HCM
511
Hilton Capital Management
New York
$53K -$51K -1,000 Closed
HIM
512
Hillsdale Investment Management
Ontario, Canada
$50K -$588K -11,060 -92%
IAS
513
IMA Advisory Services
Colorado
$50K -$6.46K -120 -11%
LA
514
Legacy Advisors
Pennsylvania
$47K -$3.21K -60 -6%
CAGAS
515
Capital Advisory Group Advisory Services
Minnesota
$47K +$15.7K +296 +50%
AIS
516
Accurate Investment Solutions
Pennsylvania
$46K +$3.54K +67 +8%
NSIM
517
North Star Investment Management
Illinois
$42K – – –
DWA
518
Divergent Wealth Advisors
Utah
$38K – – –
IFAM
519
Institutional & Family Asset Management
Colorado
$36K +$647 +12 +2%
AIP
520
Ameritas Investment Partners
Nebraska
$35K – – –
PA
521
Parallel Advisors
California
$33K – – –
BAMG
522
Brand Asset Management Group
Missouri
$33K +$33K +621 New
SIM
523
Sonora Investment Management
Arizona
$32K -$57.3K -1,074 -64%
WA
524
WestEnd Advisors
North Carolina
$31.9K -$534 -10 -2%
SMFS
525
Squar Milner Financial Services
California
$31K – – –
19 20
21
22 23