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Alerian MLP ETF
AMLP

Overview Fund Activity

679 hedge funds and large institutions have $3.8B invested in Alerian MLP ETF in 2019 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+66
Holders Change %
+10.77%
% of All Funds
13.41%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.49%
New
163
Increased
196
Reduced
245
Closed
88
Calls
$124M
Puts
$72.1M
Net Calls
+$52.2M
Net Calls Change
+$74.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$587M
2
Creative Planning
Creative Planning
Kansas
$301M
3
MCM
Moore Capital Management
New York
$66.1M
4
Citigroup
Citigroup
New York
$63.9M
5
DCP
Diameter Capital Partners
New York
$47.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$113M
2
UBS Group
UBS Group
Switzerland
$149M
3
Morgan Stanley
Morgan Stanley
New York
$394M
4
Bank of America
Bank of America
North Carolina
$152M
5
Wells Fargo
Wells Fargo
California
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
201
Wealthstreet Investment Advisors
Texas
$1.25M +$585K +13,761 +88%
SIC
202
Samalin Investment Counsel
New York
$1.25M +$1.25M +29,329 New
IA
203
IFP Advisors
Florida
$1.24M -$421K -9,833 -25%
KPCM
204
Kings Point Capital Management
New York
$1.22M -$125K -2,934 -9%
GIP
205
Greatmark Investment Partners
Georgia
$1.21M -$119K -2,790 -9%
NCM
206
Novare Capital Management
North Carolina
$1.2M -$736K -17,304 -38%
PFO
207
Pathstone Family Office
New Jersey
$1.19M – – –
KPW
208
Kore Private Wealth
New York
$1.18M +$1.18M +27,730 New
TA
209
TCG Advisors
Texas
$1.15M +$1.02M +23,915 +777%
PCMK
210
Paragon Capital Management (Kansas)
Kansas
$1.14M +$1.14M +26,845 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.13M -$544K -12,792 -32%
JGC
212
J. Goldman & Co
New York
$1.1M +$1.1M +25,844 New
CCG
213
Chatham Capital Group
Georgia
$1.09M +$505K +11,870 +86%
WCM
214
Weik Capital Management
Pennsylvania
$1.08M -$54.2K -1,275 -5%
AWM
215
Apollon Wealth Management
South Carolina
$1.07M +$1.07M +24,437 New
SRSA
216
S.R. Schill & Associates
Washington
$1.07M +$20.7K +486 +2%
BIA
217
Barry Investment Advisors
Massachusetts
$1.07M -$4.91M -111,873 -82%
PCM
218
Prelude Capital Management
New York
$1.06M +$281K +6,600 +36%
PP
219
Patten & Patten
Tennessee
$1.05M -$286K -6,720 -21%
FWM
220
Frontier Wealth Management
Missouri
$1.05M +$124K +2,916 +13%
CI
221
CAZ Investments
Texas
$1.04M +$338K +7,940 +48%
BMA
222
Brooks Moore & Associates
Tennessee
$1.04M +$255K +6,010 +33%
FPCP
223
Fort Point Capital Partners
California
$1.02M +$1.02M +24,000 New
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
$1.01M +$1.01M +23,835 New
HCM
225
Hamlin Capital Management
New York
$1.01M +$1.01M +23,845 New
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