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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 %
PCG
626
Private Capital Group
Connecticut
$3K – – –
MCM
627
MV Capital Management
Maryland
$3K – – –
FC
628
Ferris Capital
Massachusetts
$3K – – –
GCM
629
Gables Capital Management
Florida
$3K – – –
Carson Wealth (CWM LLC)
630
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +15 New
PCMK
631
Paragon Capital Management (Kansas)
Kansas
$3K +$3K +57 New
NWA
632
New World Advisors
Massachusetts
$3K +$3K +58 New
First Manhattan
633
First Manhattan
New York
$3K +$3K +60 New
JPLA
634
Joseph P. Lucia & Associates
New York
$2.07K +$2.07K +4,184 New
EWM
635
Executive Wealth Management
Michigan
$2K -$2.52K -58 -56%
HR
636
Howe & Rusling
New York
$2K -$1.5K -30 -43%
ADL
637
Asset Dedication LLC
California
$2K – – –
MNBTD
638
Moody National Bank Trust Division
Texas
$2K – – –
FRA
639
Front Row Advisors
California
$2K – – –
SMFS
640
Squar Milner Financial Services
California
$2K – – –
RIA
641
Realta Investment Advisors
Delaware
$2K +$2K +31 New
BC
642
Brookfield Corp
Ontario, Canada
$1K -$35.6M -356,007 -100%
CRWM
643
Castle Rock Wealth Management
California
$1K +$1K +15,423 New
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$109 +$1 +16 +0.7%
GT
645
Glenmede Trust
Pennsylvania
$46 – – –
CFG
646
CNO Financial Group
Indiana
– -$7.38M -169,127 Closed
GI
647
Glovista Investments
New Jersey
– -$6.78M -155,027 Closed
6M
648
6 Meridian
Kansas
– -$2.41M -55,121 Closed
JPG
649
Jordan Park Group
California
– -$1.81M -41,516 Closed
HCM
650
Hamlin Capital Management
New York
– -$1.79M -40,891 Closed
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