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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 %
DSC
551
Duncker Streett & Co
Missouri
$53K -$56.7K -1,160 -52%
SIM
552
Sonora Investment Management
Arizona
$51K – – –
PFC
553
Phocas Financial Corp
California
$49K – – –
HCM
554
Hilton Capital Management
New York
$49K +$49K +1,000 New
TA
555
TCG Advisors
Texas
$47K -$788 -16 -2%
IAS
556
IMA Advisory Services
Colorado
$46K – – –
OC
557
Oakworth Capital
Alabama
$46K – – –
FGAM
558
Financial Gravity Asset Management
Texas
$45K -$27.9K -563 -38%
FWM
559
Focused Wealth Management
New York
$44K -$7.57K -154 -15%
LA
560
Legacy Advisors
Pennsylvania
$43K – – –
FCA
561
FinTrust Capital Advisors
South Carolina
$42K -$163K -3,270 -79%
QCIG
562
Quad-Cities Investment Group
Iowa
$42K -$12.3K -251 -23%
AIS
563
Accurate Investment Solutions
Pennsylvania
$39K – – –
CTC
564
Central Trust Company
Missouri
$36K +$1.32K +26 +4%
POIA
565
Pin Oak Investment Advisors
Texas
$32K – – –
GSWM
566
Golden State Wealth Management
California
$31K -$13.4K -277 -30%
LC
567
Lindbrook Capital
California
$29K +$29K +594 New
JWM
568
Janiczek Wealth Management
Colorado
$28K -$5.69M -115,859 -100%
CFA
569
Camarda Financial Advisors
Florida
$28K – – –
DCP
570
Diameter Capital Partners
New York
$27.6K +$15.3K +310,000 +124%
GSC
571
G&S Capital
Colorado
$26K +$491 +10 +2%
SWP
572
Strategic Wealth Partners
Ohio
$24K +$7.06K +147 +42%
CAC
573
Certified Advisory Corp
Florida
$21K – – –
JPLA
574
Joseph P. Lucia & Associates
New York
$20K -$183K -3,771 -90%
AIP
575
Ameritas Investment Partners
Nebraska
$18K – – –
21 22
23
24 25