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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 %
NCM
151
Novare Capital Management
North Carolina
$2.13M +$26.9K +537 +1%
KMWM
152
Keudell/Morrison Wealth Management
Oregon
$2.1M +$2.1M +41,795 New
WMG
153
WESCAP Management Group
California
$2.08M -$152K -3,031 -7%
William Blair & Company
154
William Blair & Company
Illinois
$2.07M +$142K +2,837 +7%
JA
155
JOYN Advisors
Georgia
$2.06M -$404K -8,053 -16%
BA
156
Broadview Advisors
Wisconsin
$2.05M +$265K +5,290 +15%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$1.98M +$30.2K +602 +2%
AllianceBernstein
158
AllianceBernstein
Tennessee
$1.97M +$22K +439 +1%
ECM
159
Elgethun Capital Management
South Dakota
$1.93M -$1.32M -26,297 -41%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$1.93M -$2.38M -47,385 -55%
KF
161
Krilogy Financial
Missouri
$1.92M -$50.1K -999 -3%
CGA
162
Crescent Grove Advisors
Illinois
$1.9M – – –
PP
163
PagnatoKarp Partners
Virginia
$1.89M +$20.2K +403 +1%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$1.87M +$168K +3,350 +10%
Mariner
165
Mariner
Kansas
$1.86M +$209K +5,212 +13%
DC
166
Davenport & Co
Virginia
$1.85M +$193K +3,857 +12%
BP
167
Broadleaf Partners
Ohio
$1.84M +$45.5K +908 +3%
ADBIC
168
A.D. Beadell Investment Counsel
Wisconsin
$1.84M +$217K +4,322 +13%
ClearBridge Investments
169
ClearBridge Investments
New York
$1.76M +$163K +3,260 +10%
VWM
170
Valley Wealth Managers
New Jersey
$1.72M +$1.44M +28,620 +500%
GIP
171
Greatmark Investment Partners
Georgia
$1.72M +$139K +2,775 +9%
RBC
172
Roble Belko & Company
Pennsylvania
$1.71M +$211K +4,209 +14%
ECM
173
Evergreen Capital Management
Washington
$1.71M -$440K -8,765 -20%
UAS
174
United Asset Strategies
New York
$1.7M -$34.5K -688 -2%
TC
175
TAP Consulting
Missouri
$1.7M +$1.7M +33,833 New
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