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Alerian MLP ETF
AMLP

Overview Fund Activity

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
14%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
70
Increased
243
Reduced
228
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.9M
3
VIM
VCU Investment Management
Virginia
+$23.6M
4
UCFA
United Capital Financial Advisors
Texas
+$23.4M
5
DCP
Diameter Capital Partners
New York
+$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$115M
2
Goldman Sachs
Goldman Sachs
New York
-$111M
3
BC
Brookfield Corp
Ontario, Canada
-$35.6M
4
UBS Group
UBS Group
Switzerland
-$34.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
501
Cypress Wealth Services
California
$148K +$9.35K +187 +7%
DW
502
Domani Wealth
Pennsylvania
$147K -$18.9K -377 -11%
IWM
503
IHT Wealth Management
Illinois
$146K +$1.61K +32 +1%
SFC
504
SYM Financial Corp
Indiana
$143K +$351 +7 +0.2%
KP
505
Keel Point
Alabama
$140K +$140K +2,783 New
MFW
506
Mosaic Family Wealth
Missouri
$139K +$902 +18 +0.7%
JSL
507
JT Stratford LLC
Georgia
$138K -$10.5K -209 -7%
SWM
508
Segment Wealth Management
Texas
$135K +$135K +2,693 New
MOS
509
MGO One Seven
Ohio
$134K -$14.2K -284 -10%
LWA
510
Lenox Wealth Advisors
New York
$134K +$150 +3 +0.1%
SXL
511
Summit X LLC
Missouri
$130K -$44.1K -877 -25%
SBH
512
Segall Bryant & Hamill
Illinois
$129K -$21.5K -424 -14%
FMWA
513
Forvis Mazars Wealth Advisors
Missouri
$128K – – –
RI
514
Ridgewood Investments
New Jersey
$126K +$9.45K +189 +8%
Nomura Asset Management
515
Nomura Asset Management
Japan
$122K -$100K -2,000 -45%
GPA
516
Garrison Point Advisors
California
$122K – – –
SWA
517
Stratos Wealth Advisors
Ohio
$121K -$210K -4,178 -63%
NFC
518
Northeast Financial Consultants
Connecticut
$121K -$20K -400 -14%
SLWS
519
Swaine & Leidel Wealth Services
Florida
$121K – – –
CCM
520
Crossvault Capital Management
Texas
$120K – – –
ECG
521
Edge Capital Group
Georgia
$118K -$27.1K -542 -19%
AOWM
522
Alpha Omega Wealth Management
Virginia
$117K +$11.3K +225 +11%
CF
523
Centaurus Financial
California
$117K +$90.2K +181 +342%
NA
524
NewEdge Advisors
Louisiana
$116K -$35.7K -714 -24%
CCT
525
Capital City Trust
Florida
$114K +$114K +2,267 New
19 20
21
22 23