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Alerian MLP ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
526
Accurate Investment Solutions
Pennsylvania
$40K
NSIM
527
North Star Investment Management
Illinois
$39K -$286K -5,726 -88%
SIS
528
Sound Income Strategies
Florida
$38K +$20.1K +400 +112%
DWA
529
Divergent Wealth Advisors
Utah
$35K +$700 +14 +2%
AIP
530
Ameritas Investment Partners
Nebraska
$33K -$24.5K -488 -43%
IFAM
531
Institutional & Family Asset Management
Colorado
$33K +$654 +13 +2%
PA
532
Parallel Advisors
California
$31K -$106K -2,098 -77%
WA
533
WestEnd Advisors
North Carolina
$30.7K +$2.12K +42 +7%
CAGAS
534
Capital Advisory Group Advisory Services
Minnesota
$29K +$20.8K +424 +254%
SMFS
535
Squar Milner Financial Services
California
$29K +$29K +583 New
LFG
536
LifePlan Financial Group
Ohio
$28K
CCM
537
Covington Capital Management
California
$28K +$552 +11 +2%
CCM
538
Cribstone Capital Management
Maine
$27K -$6.8K -133 -20%
POIA
539
Pin Oak Investment Advisors
Texas
$26K -$23.1K -460 -47%
TFA
540
Transamerica Financial Advisors
Florida
$26K +$768 +15 +3%
CFD
541
Creative Financial Designs
Indiana
$25K -$10.1K -198 -29%
GSC
542
G&S Capital
Colorado
$25K +$509 +10 +2%
TL
543
TrueWealth LLC
Georgia
$24K +$24K +478 New
CB
544
CNB Bank
Pennsylvania
$22K +$3.31K +65 +18%
TCOV
545
Trust Company of Vermont
Vermont
$21K -$9.58K -188 -31%
PFO
546
Pathstone Family Office
New Jersey
$20K
RWG
547
Regal Wealth Group
California
$20K
SWP
548
Strategic Wealth Partners
Ohio
$19K +$1.49K +30 +8%
WEC
549
Winslow Evans & Crocker
Massachusetts
$18K
OBWP
550
O'Brien Wealth Partners
Massachusetts
$17K -$25.5K -493 -60%