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Alerian MLP ETF
AMLP

Overview Fund Activity

356 hedge funds and large institutions have $1.32B invested in Alerian MLP ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 140 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
-56
Holders Change %
-13.59%
% of All Funds
7.2%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
41
Increased
104
Reduced
140
Closed
94
Calls
$36.2M
Puts
$77.2M
Net Calls
-$41M
Net Calls Change
-$26.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$221M
2
Wells Fargo
2
Wells Fargo
California
$82.1M
3
ARMC
3
American Research & Management Company
Massachusetts
$6.4M
4
CS
4
Credit Suisse
Switzerland
$13M
5
BIG
5
Boothe Investment Group
Delaware
$4.4M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$8.67M
2
WFI
2
West Family Investments
California
$2.36M
3
Creative Planning
3
Creative Planning
Kansas
$144M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.2M
5
UCFA
5
United Capital Financial Advisors
Texas
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Edge Wealth Management
New York
$930K -$850K -42,530 -48%
AA
102
Argent Advisors
Louisiana
$928K -$173K -8,676 -16%
AIM
103
Astor Investment Management
Illinois
$921K +$508K +25,434 +123%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$906K +$27.3K +1,368 +3%
AWC
105
Abundance Wealth Counselors
Pennsylvania
$900K +$900K +45,023 New
BRWM
106
B. Riley Wealth Management
Tennessee
$899K +$62.9K +3,148 +8%
BFS
107
Bradley Foster & Sargent
Connecticut
$885K +$885K +44,278 New
LSPW
108
Lake Street Private Wealth
Illinois
$866K +$290K +14,505 +50%
BCP
109
Berkeley Capital Partners
Georgia
$847K +$59K +2,951 +7%
AAS
110
Avantax Advisory Services
Texas
$837K +$452K +22,795 +117%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$806K -$77.5K -3,880 -9%
SFSIG
112
San Francisco Sentry Investment Group
California
$799K – – –
GIP
113
Greatmark Investment Partners
Georgia
$798K +$103K +5,160 +15%
LWA
114
Lenox Wealth Advisors
New York
$792K +$4.6K +230 +0.6%
SWP
115
Stratos Wealth Partners
Ohio
$791K +$109K +5,474 +16%
Lido Advisors
116
Lido Advisors
California
$777K -$209K -10,474 -21%
NB
117
Nicolet Bankshares
Wisconsin
$775K +$192K +8,992 +33%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$764K -$556K -27,838 -42%
SIC
119
Samalin Investment Counsel
New York
$763K -$174K -8,699 -19%
BP
120
BBR Partners
New York
$754K -$165K -8,241 -18%
LPIC
121
LeJeune Puetz Investment Counsel
Michigan
$726K -$16.8K -840 -2%
GAM
122
Gould Asset Management
California
$726K +$80.3K +4,018 +12%
CA
123
Corrado Advisors
New Jersey
$720K +$720K +36,076 New
CL
124
CPWM LLC
Washington
$700K -$30.6K -1,533 -4%
IP
125
Intellectus Partners
California
$694K -$232K -11,610 -25%
3 4
5
6 7