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Alerian MLP ETF

612 hedge funds and large institutions have $1.48B invested in Alerian MLP ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 179 increasing their positions, 271 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
-67
Holders Change %
-9.87%
% of All Funds
13.52%
Holding in Top 10
13
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-48%
% of All Funds
0.29%
New
85
Increased
179
Reduced
271
Closed
139
Calls
$9.74M
Puts
$34.5M
Net Calls
-$24.8M
Net Calls Change
-$76.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
551
Wealth Quarterback
New Jersey
$6.12K -$56.1K -3,261 -90%
LWS
552
Lucia Wealth Services
California
$6K -$1.01K -56 -14%
LFG
553
LifePlan Financial Group
Ohio
$6K
SAM
554
S.A. Mason
Michigan
$6K
AIP
555
Ameritas Investment Partners
Nebraska
$6K
JPLA
556
Joseph P. Lucia & Associates
New York
$6K +$6K +356 New
BCM
557
Blume Capital Management
California
$5K -$831K -56,500 -99%
AWM
558
Avior Wealth Management
Nebraska
$5K
LWM
559
Lenox Wealth Management
Ohio
$5K
LFG
560
Larson Financial Group
Missouri
$5K +$87 +5 +2%
IBOK
561
Independence Bank of Kentucky
Kentucky
$5K +$2.67K +160 +114%
QCG
562
Quadrant Capital Group
Ohio
$5K +$5K +223 New
DCM
563
Davis Capital Management
Florida
$5K +$5K +265 New
BC
564
Bartlett & Co
Ohio
$5K +$5K +271 New
BCWM
565
Bartlett & Co Wealth Management
Ohio
$4.66K -$1.38K -80 -23%
PFO
566
Pathstone Family Office
New Jersey
$4K -$44.1K -2,560 -92%
KTC
567
Kistler-Tiffany Companies
Pennsylvania
$4K
OC
568
Oakworth Capital
Alabama
$4K
MIM
569
Macroview Investment Management
Maryland
$4K +$105 +6 +3%
SWM
570
Sugarloaf Wealth Management
Georgia
$4K +$2.38K +128 +147%
GSWM
571
Golden State Wealth Management
California
$4K +$4K +208 New
CAC
572
Certified Advisory Corp
Florida
$3K -$4.95K -264 -62%
LWM
573
Liberty Wealth Management
California
$3K
ETI
574
Enterprise Trust & Investment
California
$3K
WB
575
West Bancorporation
Iowa
$3K