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Alerian MLP ETF
AMLP

Overview Fund Activity

412 hedge funds and large institutions have $1.65B invested in Alerian MLP ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 195 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-200
Holders Change %
-32.68%
% of All Funds
8.47%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.23%
New
50
Increased
118
Reduced
195
Closed
241
Calls
$96.8M
Puts
$111M
Net Calls
-$14.3M
Net Calls Change
+$10.5M

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$26.3M
2
SI
2
Stephens Inc
Arkansas
$46.6M
3
UA
3
Unison Advisors
District of Columbia
$14.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$9.12M
5
CS
5
Credit Suisse
Switzerland
$9.43M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$190M
2
Morgan Stanley
2
Morgan Stanley
New York
$165M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.4M
4
XS
4
XR Securities
Illinois
$231K
5
TF
5
TIAA FSB
Florida
$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
626
Meridian Wealth Partners
Pennsylvania
– -$21K -1,200 Closed
AIC
627
Ameritas Investment Company
Nebraska
– -$17K -983 Closed
AIS
628
Accurate Investment Solutions
Pennsylvania
– -$14K -800 Closed
CP
629
Corbenic Partners
Pennsylvania
– -$13K -764 Closed
1IA
630
1834 Investment Advisors
Wisconsin
– -$7K -400 Closed
DWA
631
Dougherty Wealth Advisers
Minnesota
– -$7K -396 Closed
WQ
632
Wealth Quarterback
New Jersey
– -$6.12K -356 Closed
BCM
633
Blume Capital Management
California
– -$5K -340 Closed
LWS
634
Lucia Wealth Services
California
– -$6K -333 Closed
SAM
635
S.A. Mason
Michigan
– -$6K -329 Closed
IBOK
636
Independence Bank of Kentucky
Kentucky
– -$5K -300 Closed
DCM
637
Davis Capital Management
Florida
– -$5K -265 Closed
PFO
638
Pathstone Family Office
New Jersey
– -$4K -232 Closed
GSWM
639
Golden State Wealth Management
California
– -$4K -208 Closed
LWM
640
Liberty Wealth Management
California
– -$3K -167 Closed
EI
641
Ellevest Inc
New York
– -$2K -140 Closed
HWA
642
Heritage Wealth Advisors
Virginia
– -$1.93K -112 Closed
TWA
643
TCI Wealth Advisors
Arizona
– -$2K -88 Closed
VCS
644
Vaughan & Co Securities
New Jersey
– -$1.29K -75 Closed
PO
645
Private Ocean
California
– -$1K -70 Closed
HPC
646
HM Payson & Co
Maine
– -$1K -67 Closed
CM
647
Caption Management
Oklahoma
– -$1K -40 Closed
FGAM
648
Financial Gravity Asset Management
Texas
– -$600 -35 Closed
MNG
649
Manning & Napier Group
New York
– -$138K – –
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