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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 %
DWA
576
Dougherty Wealth Advisers
Minnesota
$18K +$341 +7 +2%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$17.3K +$3.94K +80 +30%
LFG
578
LifePlan Financial Group
Ohio
$17K -$8.38K -170 -33%
RCG
579
Ruggie Capital Group
Florida
$17K – – –
MF
580
Manchester Financial
California
$17K – – –
BC
581
Bartlett & Co
Ohio
$17K +$3.88K +80 +30%
LFG
582
Larson Financial Group
Missouri
$14K +$204 +4 +1%
HS
583
Horan Securities
United States
$12K +$12K +240 New
CCM
584
Cribstone Capital Management
Maine
$11K -$16.4K -327 -60%
LWA
585
Lowe Wealth Advisors
Maryland
$11K – – –
MIM
586
Macroview Investment Management
Maryland
$11K +$257 +5 +2%
CFA
587
Carroll Financial Associates
North Carolina
$11K +$5.31K +112 +93%
BFC
588
Bedel Financial Consulting
Indiana
$10K -$6.1K -122 -38%
SBL
589
Sargent Bickham Lagudis
Colorado
$10K – – –
SAM
590
Shamrock Asset Management
Texas
$10K – – –
WAS
591
Winch Advisory Services
Wisconsin
$10K +$4.45K +89 +80%
SIS
592
Sound Income Strategies
Florida
$9K – – –
ETI
593
Enterprise Trust & Investment
California
$9K +$9K +182 New
LWM
594
Lenox Wealth Management
Ohio
$9K +$9K +200 New
LWM
595
Liberty Wealth Management
California
$8K +$8K +167 New
FFW
596
Fusion Family Wealth
New York
$7K – – –
IBOK
597
Independence Bank of Kentucky
Kentucky
$7K – – –
TCOV
598
Trust Company of Vermont
Vermont
$7K +$7K +146 New
MA
599
MUFG Americas
New York
$7K +$7K +149 New
DMK
600
David M. Knott
$6K – – –
22 23
24
25 26