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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 %
AFC
501
AFT Forsyth & Company
Florida
$118K -$29.5K -600 -20%
CCM
502
Crossvault Capital Management
Texas
$118K – – –
ECG
503
Edge Capital Group
Georgia
$116K – – –
PSG
504
Planning Solutions Group
Maryland
$116K +$116K +2,362 New
SLWS
505
Swaine & Leidel Wealth Services
Florida
$115K -$2.94K -60 -2%
AOWM
506
Alpha Omega Wealth Management
Virginia
$115K – – –
SXL
507
Summit X LLC
Missouri
$114K -$14.9K -300 -12%
CCT
508
Capital City Trust
Florida
$112K – – –
NL
509
NVWM LLC
Pennsylvania
$112K +$95.3K +1,935 +572%
KP
510
Keel Point
Alabama
$111K -$26.5K -537 -19%
WF
511
Welch & Forbes
Massachusetts
$111K – – –
SBH
512
Segall Bryant & Hamill
Illinois
$110K -$15.3K -311 -12%
FAM
513
Flaharty Asset Management
Florida
$110K +$110K +2,230 New
FHC
514
First Heartland Consultants
Missouri
$108K +$108K +2,194 New
HSA
515
HBK Sorce Advisory
Pennsylvania
$106K – – –
FIM
516
Frontier Investment Management
Texas
$106K +$1.87K +38 +2%
PMFA
517
Plante Moran Financial Advisors
Michigan
$105K – – –
MRCM
518
M&R Capital Management
New Jersey
$105K – – –
Fisher Asset Management
519
Fisher Asset Management
Washington
$104K +$104K +2,118 New
JCM
520
Jacobi Capital Management
Pennsylvania
$103K -$3.07K -62 -3%
AF
521
Alerus Financial
North Dakota
$103K – – –
HIS
522
Harvest Investment Services
Illinois
$103K +$103K +2,095 New
BB
523
Busey Bank
Illinois
$102K – – –
SCI
524
Stableford Capital II
Arizona
$101K – – –
CAM
525
Concorde Asset Management
Michigan
$101K +$101K +2,018 New
19 20
21
22 23