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Alerian MLP ETF
AMLP

Overview Fund Activity

412 hedge funds and large institutions have $1.65B invested in Alerian MLP ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-200
Holders Change %
-32.68%
% of All Funds
8.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
50
Increased
118
Reduced
195
Closed
241
Calls
$96.8M
Puts
$111M
Net Calls
-$14.3M
Net Calls Change
+$10.5M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26.3M
2
SI
Stephens Inc
Arkansas
$46.6M
3
UA
Unison Advisors
District of Columbia
$14.7M
4
UCFA
United Capital Financial Advisors
Texas
$9.12M
5
CS
Credit Suisse
Switzerland
$9.43M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$190M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.4M
4
XS
XR Securities
Illinois
$231K
5
TF
TIAA FSB
Florida
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
526
Crescent Grove Advisors
Illinois
– -$79K -4,571 Closed
PAM
527
Peak Asset Management
Colorado
– -$78K -4,532 Closed
MHI
528
Miller Howard Investments
New York
– -$77K -4,476 Closed
WCM
529
WealthBridge Capital Management
Ohio
– -$76K -4,400 Closed
BWM
530
BigSur Wealth Management
Florida
– -$76K -4,400 Closed
PWM
531
PBMares Wealth Management
Virginia
– -$76K -4,398 Closed
EWM
532
EPG Wealth Management
Georgia
– -$74K -4,312 Closed
CCG
533
Chatham Capital Group
Georgia
– -$74K -4,290 Closed
GFS
534
GYL Financial Synergies
Connecticut
– -$73K -4,253 Closed
CTA
535
Colonial Trust Advisors
South Carolina
– -$73K -4,245 Closed
IA
536
IFG Advisory
Georgia
– -$72K -4,191 Closed
BCM
537
Birch Capital Management
Texas
– -$72K -4,169 Closed
TAM
538
Tocqueville Asset Management
New York
– -$71K -4,120 Closed
CC
539
Chicago Capital
Illinois
– -$70K -4,070 Closed
AOWM
540
Alpha Omega Wealth Management
Virginia
– -$70K -4,043 Closed
SW
541
SkyOak Wealth
Michigan
– -$70K -4,041 Closed
EVM
542
Eaton Vance Management
Massachusetts
– -$69K -4,026 Closed
LFAS
543
Level Four Advisory Services
Texas
– -$69K -4,010 Closed
LF
544
LifeSteps Financial
California
– -$69K -4,006 Closed
AWM
545
AE Wealth Management
Kansas
– -$69K -4,004 Closed
AHC
546
Adell Harriman & Carpenter
Texas
– -$68.5K -3,980 Closed
9WM
547
9258 Wealth Management
Ohio
– -$92K -3,930 Closed
SA
548
Sicart Associates
New York
– -$67K -3,920 Closed
HSA
549
HBK Sorce Advisory
Pennsylvania
– -$67K -3,882 Closed
SPL
550
Smart Portfolios LLC
Washington
– -$65K -3,807 Closed
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