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Alerian MLP ETF

613 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-16
Holders Change %
-2.54%
% of All Funds
13.46%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.48%
New
55
Increased
218
Reduced
222
Closed
66
Calls
$25.2M
Puts
$47.3M
Net Calls
-$22.1M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
576
Capital Planning Advisors
California
$9K +$9K +200 New
NL
577
NVWM LLC
Pennsylvania
$8K -$97.1K -2,100 -92%
ETI
578
Enterprise Trust & Investment
California
$8K
SIS
579
Sound Income Strategies
Florida
$8K
LWM
580
Liberty Wealth Management
California
$8K
WC
581
Weil Company
California
$8K +$8K +171 New
TCOV
582
Trust Company of Vermont
Vermont
$7K
FFW
583
Fusion Family Wealth
New York
$7K
EW
584
Evoke Wealth
California
$6.72K +$6.72K +147 New
IBOK
585
Independence Bank of Kentucky
Kentucky
$6K
EIP
586
Ellis Investment Partners
Pennsylvania
$6K +$84 +2 +1%
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$5K
DMK
588
David M. Knott
$5K
TFGT
589
TS Financial Group (TSFG)
Illinois
$5K
AssetMark Inc
590
AssetMark Inc
California
$5K
MAM
591
Meeder Asset Management
Ohio
$5K +$5K +110 New
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$4K
WEC
593
Winslow Evans & Crocker
Massachusetts
$4K
PO
594
Private Ocean
California
$4K +$4K +70 New
Northwestern Mutual Wealth Management
595
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.52K -36 -34%
HPC
596
HM Payson & Co
Maine
$3K
AWMS
597
Advocacy Wealth Management Services
Georgia
$3K
MCM
598
MV Capital Management
Maryland
$3K
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$3K
RAM
600
Riggs Asset Management
Pennsylvania
$3K +$3K +67 New