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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 %
LWA
601
Lowe Wealth Advisors
Maryland
$11K – – –
MIM
602
Macroview Investment Management
Maryland
$11K +$211 +4 +2%
SBL
603
Sargent Bickham Lagudis
Colorado
$10K -$30.6K -631 -75%
FHB
604
First Hawaiian Bank
Hawaii
$10K – – –
CWA
605
Clarus Wealth Advisors
Arizona
$10K – – –
SAM
606
Shamrock Asset Management
Texas
$10K – – –
DWM
607
Destination Wealth Management
California
$10K +$10K +206 New
SIS
608
Sound Income Strategies
Florida
$9K – – –
FFW
609
Fusion Family Wealth
New York
$8K – – –
IBOK
610
Independence Bank of Kentucky
Kentucky
$7K – – –
DMK
611
David M. Knott
$6K – – –
AssetMark Inc
612
AssetMark Inc
California
$6K – – –
CFA
613
Carroll Financial Associates
North Carolina
$6K – – –
WAS
614
Winch Advisory Services
Wisconsin
$6K +$6K +111 New
SIAS
615
Shine Investment Advisory Services
Colorado
$5K -$4.62K -96 -48%
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$5K – – –
GI
617
Gradient Investments
Minnesota
$5K – – –
CAL
618
Capital Analysts LLC
Pennsylvania
$5K – – –
TFGT
619
TS Financial Group (TSFG)
Illinois
$5K +$5K +100 New
JIP
620
JBJ Investment Partners
South Carolina
$5K +$5K +100 New
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$4K -$9.66K -210 -71%
MSA
622
Marino Stram & Associates
Massachusetts
$4K – – –
WEC
623
Winslow Evans & Crocker
Massachusetts
$4K – – –
AA
624
AlphaMark Advisors
Kentucky
$4K +$49 +1 +1%
GCM
625
Gables Capital Management
Florida
$3K – – –
23 24
25
26 27