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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 %
GIM
651
Grassi Investment Management
California
– -$404K -8,056 Closed
PAM
652
Peak Asset Management
Colorado
– -$281K -5,595 Closed
DCM
653
Dimension Capital Management
Florida
– -$274K -5,468 Closed
SF
654
Summit Financial
New Jersey
– -$249K -4,961 Closed
ATPW
655
Ashton Thomas Private Wealth
Arizona
– -$210K -4,190 Closed
NGA
656
Naples Global Advisors
Florida
– -$184K -3,661 Closed
BAM
657
Blueshift Asset Management
New Jersey
– -$181K -3,616 Closed
XS
658
XR Securities
Illinois
– -$176K -3,519 Closed
LJAC
659
L.J. Altfest & Co
New York
– -$173K -3,458 Closed
AAS
660
Annex Advisory Services
Wisconsin
– -$170K -3,395 Closed
ACM
661
Azimuth Capital Management
Michigan
– -$150K -3,000 Closed
DWA
662
Douglass Winthrop Advisors
New York
– -$150K -3,000 Closed
NFC
663
Northeast Financial Consultants
Connecticut
– -$121K -2,420 Closed
BAS
664
Brown Advisory Securities
Maryland
– -$110K -2,198 Closed
Koshinski Asset Management
665
Koshinski Asset Management
Illinois
– -$109 -2,172 Closed
11A
666
10-15 Associates
New York
– -$104K -2,066 Closed
GP
667
Geneva Partners
Wisconsin
– -$100K -2,000 Closed
PGWM
668
Parisi Gray Wealth Management
New Jersey
– -$95K -1,900 Closed
JCM
669
Julex Capital Management
Massachusetts
– -$93K -1,854 Closed
Walleye Trading
670
Walleye Trading
New York
– -$83K -1,646 Closed
CWM
671
Cornerstone Wealth Management
Missouri
– -$236K -1,224 Closed
KPW
672
Kore Private Wealth
New York
– -$41K -818 Closed
AIC
673
Ameritas Investment Company
Nebraska
– -$36K -708 Closed
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
– -$33.6K -670 Closed
WA
675
WestEnd Advisors
North Carolina
– -$31.4K -625 Closed
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