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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 %
BC
551
Bartlett & Co
Ohio
$14K – – –
SWA
552
Sutton Wealth Advisors
Florida
$13.7K +$13.7K +257 New
SNT
553
Security National Trust
West Virginia
$13K – – –
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K – – –
LWA
555
Lowe Wealth Advisors
Maryland
$12K – – –
CWA
556
Clarus Wealth Advisors
Arizona
$11K – – –
SAM
557
Shamrock Asset Management
Texas
$11K – – –
MIM
558
Macroview Investment Management
Maryland
$11K +$164 +3 +2%
FHB
559
First Hawaiian Bank
Hawaii
$11K +$11K +200 New
SIS
560
Sound Income Strategies
Florida
$10K -$32K -576 -76%
WEC
561
Winslow Evans & Crocker
Massachusetts
$10K -$11.7K -170 -54%
RMC
562
Resources Management Corp
Connecticut
$10K +$10K +190 New
HDIM
563
Hanson & Doremus Investment Management
Vermont
$8K – – –
FFW
564
Fusion Family Wealth
New York
$8K +$6.09K +115 +319%
IBOK
565
Independence Bank of Kentucky
Kentucky
$7K -$6.75K -135 -49%
MWM
566
MinichMacGregor Wealth Management
New York
$7K – – –
TDC
567
Thompson Davis & Co
Virginia
$7K +$7K +123 New
CAL
568
Capital Analysts LLC
Pennsylvania
$6K – – –
FC
569
Ferris Capital
Massachusetts
$6K +$56 +1 +0.9%
KIG
570
Kessler Investment Group
Indiana
$6K +$6K +106 New
ONST
571
Old North State Trust
North Carolina
$6K +$6K +119 New
DMK
572
David M. Knott
$5K – – –
GI
573
Gradient Investments
Minnesota
$5K – – –
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
$5K – – –
CAG
575
Csenge Advisory Group
Florida
$5K +$5K +112 New
21 22
23
24 25