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Alerian MLP ETF
AMLP

Overview Fund Activity

524 hedge funds and large institutions have $4.87B invested in Alerian MLP ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+19
Holders Change %
+3.76%
% of All Funds
13.06%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.92%
New
70
Increased
213
Reduced
170
Closed
44
Calls
$21.7M
Puts
$8.37M
Net Calls
+$13.3M
Net Calls Change
-$5.24M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$646M
2
Morgan Stanley
2
Morgan Stanley
New York
$700M
3
Wells Fargo
3
Wells Fargo
California
$424M
4
Bank of America
4
Bank of America
North Carolina
$462M
5
T
5
Thomaspartners
Massachusetts
$291M

Top Sellers

1
PWM
1
Patriot Wealth Management
Texas
$59.4M
2
DCM
2
DeGreen Capital Management
Arizona
$10.1M
3
PP
3
Peconic Partners
New York
$1.18M
4
TCT
4
TIAA CREF Trust
Missouri
$82.3M
5
AL
5
Appaloosa LP
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
201
Shepherd Financial Partners
Massachusetts
$1.47M +$120K +1,892 +9%
EFS
202
Essex Financial Services
Connecticut
$1.47M +$345K +5,430 +31%
IAS
203
IMA Advisory Services
Colorado
$1.47M -$88.7K -1,396 -6%
AHC
204
Adell Harriman & Carpenter
Texas
$1.47M -$8.9K -140 -0.6%
WCM
205
Weik Capital Management
Pennsylvania
$1.46M +$43.2K +680 +3%
OAM
206
Oppenheimer Asset Management
New York
$1.44M +$1.44M +22,691 New
MWP
207
MYCIO Wealth Partners
Pennsylvania
$1.41M +$73.1K +1,150 +5%
BRWA
208
B. Riley Wealth Advisors
Florida
$1.4M +$353K +5,549 +34%
FSA
209
Financial Sense Advisors
California
$1.39M +$380K +5,977 +38%
CC
210
Courier Capital
New York
$1.38M -$5.08K -80 -0.4%
SMC
211
Smith, Moore & Co
Missouri
$1.37M +$4.07K +64 +0.3%
WIA
212
Westbourne Investment Advisors
Maryland
$1.36M +$164K +2,585 +14%
CTA
213
Colonial Trust Advisors
South Carolina
$1.36M -$88.1K -1,440 -6%
FPA
214
Fieldpoint Private Advisors
New York
$1.33M – – –
DBIA
215
Dumont & Blake Investment Advisors
New Jersey
$1.3M +$4.77K +75 +0.4%
CWM
216
Concert Wealth Management
California
$1.3M -$15.3K -243 -1%
CA
217
Cetera Advisors
Colorado
$1.3M +$165K +2,602 +15%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$1.29M +$1.29M +20,330 New
NFG
219
NewFocus Financial Group
Washington
$1.26M -$8.96K -141 -0.7%
AZA
220
Arthur Zaske & Associates
Michigan
$1.26M – – –
LPT
221
Legacy Private Trust
Wisconsin
$1.22M -$1.05M -16,517 -46%
CAL
222
Capital Advisors Ltd
Ohio
$1.22M +$97.5K +1,534 +9%
PWMAG
223
Pinnacle Wealth Management Advisory Group
New Jersey
$1.21M +$40.9K +643 +3%
PP
224
Peconic Partners
New York
$1.18M -$36.4M -572,514 -97%
HH
225
Hilltop Holdings
Texas
$1.17M -$26.6K -418 -2%
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