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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 %
WA
126
Wambolt & Associates
Colorado
$915K -$34.9K -1,414 -4%
AWM
127
Aprio Wealth Management
Georgia
$913K +$913K +37,000 New
Lido Advisors
128
Lido Advisors
California
$912K +$250K +13,560 +38%
CL
129
CPWM LLC
Washington
$903K -$675K -27,350 -43%
ARMC
130
American Research & Management Company
Massachusetts
$893K -$1.02M -41,258 -53%
TA
131
TCG Advisors
Texas
$864K +$94.5K +3,829 +12%
GIP
132
Greatmark Investment Partners
Georgia
$858K +$163K +6,610 +23%
CPIG
133
Chicago Partners Investment Group
Illinois
$853K -$100K -4,211 -11%
SWP
134
Stratos Wealth Partners
Ohio
$842K +$22.4K +909 +3%
IFG
135
Investors Financial Group
Minnesota
$832K +$99 +4 +0%
Northern Trust
136
Northern Trust
Illinois
$826K +$131K +5,295 +19%
SFA
137
Sequoia Financial Advisors
Ohio
$812K +$812K +32,888 New
GAM
138
Gould Asset Management
California
$797K +$148K +5,990 +23%
SF
139
Synovus Financial
Georgia
$787K -$907K -36,718 -54%
FPB
140
First PREMIER Bank
South Dakota
$786K +$54K +2,188 +7%
BW
141
Bison Wealth
Georgia
$774K +$52.9K +2,145 +7%
SPC
142
Sigma Planning Corp
Michigan
$749K -$125K -5,056 -14%
GWM
143
Geneos Wealth Management
Colorado
$747K +$747K +30,769 New
HCM
144
Hollencrest Capital Management
California
$740K – – –
LS
145
Leelyn Smith
Illinois
$728K – – –
GA
146
Greytown Advisors
Florida
$718K +$178K +7,203 +33%
LSPW
147
Lake Street Private Wealth
Illinois
$711K +$75.5K +3,060 +12%
NB
148
Nicolet Bankshares
Wisconsin
$676K +$466K +18,891 +222%
ACA
149
Atlas Capital Advisors
Wyoming
$670K -$195K -7,885 -23%
DAC
150
Dividend Assets Capital
South Carolina
$664K -$24K -973 -3%
4 5
6
7 8