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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 %
DMK
601
David M. Knott
$6K – – –
AWM
602
Arbor Wealth Management
Florida
$6K +$6K +117 New
EIP
603
Ellis Investment Partners
Pennsylvania
$6K +$6K +141 New
FDCDDQ
604
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91K -$5.91K -120 -50%
WIM
605
Westside Investment Management
California
$5.19K +$5.19K +2,500 New
Northwestern Mutual Wealth Management
606
Northwestern Mutual Wealth Management
Wisconsin
$5K -$26.4K -564 -84%
CLOS
607
Compagnie Lombard Odier SCmA
Switzerland
$5K – – –
TFGT
608
TS Financial Group (TSFG)
Illinois
$5K – – –
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WEC
610
Winslow Evans & Crocker
Massachusetts
$4K – – –
AA
611
AlphaMark Advisors
Kentucky
$4K +$95 +2 +2%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
MCM
613
MV Capital Management
Maryland
$3K – – –
PCG
614
Private Capital Group
Connecticut
$3K – – –
DAM
615
Delta Asset Management
Tennessee
$3K – – –
AWMS
616
Advocacy Wealth Management Services
Georgia
$3K +$3K +60 New
HPC
617
HM Payson & Co
Maine
$3K +$3K +67 New
SMFS
618
Squar Milner Financial Services
California
$2K – – –
ADL
619
Asset Dedication LLC
California
$2K – – –
FRA
620
Front Row Advisors
California
$2K – – –
First Manhattan
621
First Manhattan
New York
$2K – – –
EWM
622
Executive Wealth Management
Michigan
$2K +$43 +1 +2%
RFA
623
Reilly Financial Advisors
California
$2K +$2K +43 New
BRWM
624
B. Riley Wealth Management
Tennessee
$1.28K +$481 +9,765 +60%
PCFFS
625
Pacific Center for Financial Services
California
$1K -$16.6K -332 -94%
23 24
25
26 27