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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
$245M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$44.4M
3
VIM
VCU Investment Management
Virginia
$23.6M
4
UCFA
United Capital Financial Advisors
Texas
$24.6M
5
DCP
Diameter Capital Partners
New York
$12.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$172M
2
Goldman Sachs
Goldman Sachs
New York
$538M
3
BC
Brookfield Corp
Ontario, Canada
$1K
4
UBS Group
UBS Group
Switzerland
$249M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
551
Weaver Consulting Group
California
$73K +$73K +1,495 New
MAU
552
MRA Associates USA
Arizona
$70.2K – – –
CAGAS
553
Capital Advisory Group Advisory Services
Minnesota
$70K +$12.7K +256 +22%
RCAG
554
Rehmann Capital Advisory Group
Michigan
$67.6K -$13.8K -276 -17%
AIM
555
Advantage Investment Management
Iowa
$61K – – –
DOA
556
D'Orazio & Associates
Virginia
$57K – – –
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$57K +$5.61K +112 +11%
QCIG
558
Quad-Cities Investment Group
Iowa
$56K +$759 +15 +1%
FWM
559
Focused Wealth Management
New York
$53K +$1.01K +20 +2%
SIM
560
Sonora Investment Management
Arizona
$52K -$3.84K -76 -7%
HCM
561
Hilton Capital Management
New York
$50K -$44K -1,000 Closed
TA
562
TCG Advisors
Texas
$49K +$49K +970 New
BCA
563
Berman Capital Advisors
Georgia
$48K – – –
IAS
564
IMA Advisory Services
Colorado
$47K – – –
HIM
565
Hillsdale Investment Management
Ontario, Canada
$46K -$25K -500 -35%
OC
566
Oakworth Capital
Alabama
$46K – – –
GSWM
567
Golden State Wealth Management
California
$46K +$46K +920 New
LA
568
Legacy Advisors
Pennsylvania
$44K +$44K +880 New
NSIM
569
North Star Investment Management
Illinois
$42K +$17K +340 +68%
KPW
570
Kore Private Wealth
New York
$41K -$212K -4,221 -84%
AIS
571
Accurate Investment Solutions
Pennsylvania
$40K – – –
AIC
572
Ameritas Investment Company
Nebraska
$36K -$274K -5,381 -88%
CTC
573
Central Trust Company
Missouri
$34K +$2.98K +60 +10%
Northwestern Mutual Wealth Management
574
Northwestern Mutual Wealth Management
Wisconsin
$34K +$8.67K +171 +34%
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$33.6K – – –
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