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

Top Sellers

1
ST
Sageworth Trust
Pennsylvania
$8.67M
2
WFI
West Family Investments
California
$2.36M
3
Creative Planning
Creative Planning
Kansas
$144M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.2M
5
UCFA
United Capital Financial Advisors
Texas
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Covenant Asset Management
New Jersey
$271K – – –
RFC
202
Regions Financial Corp
Alabama
$269K +$269K +13,496 New
Cerity Partners
203
Cerity Partners
New York
$267K -$57.4K -2,874 -18%
RJT
204
Raymond James Trust
Florida
$258K -$35.1K -1,756 -12%
RSWM
205
Robertson Stephens Wealth Management
California
$258K -$20 -1 -0%
NA
206
Nottingham Advisors
New York
$257K – – –
SDAM
207
Shulman DeMeo Asset Management
New York
$245K -$9.12K -457 -4%
SIC
208
Salem Investment Counselors
North Carolina
$244K -$34.3K -1,716 -12%
FFA
209
First Foundation Advisors
California
$244K +$244K +12,191 New
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$239K -$175K -7,661 -42%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$238K -$1.41M -70,706 -86%
RT
212
Rockland Trust
Massachusetts
$238K +$238K +11,917 New
JWM
213
Jeppson Wealth Management
California
$235K +$235K +11,750 New
NNP
214
Nachman Norwood & Parrott
South Carolina
$229K +$11.5K +576 +5%
BA
215
Ballew Advisors
Mississippi
$229K +$24.6K +1,180 +12%
GWM
216
Greenwich Wealth Management
Connecticut
$225K +$12K +600 +6%
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$222K +$222K +11,102 New
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$220K – – –
CM
219
Caption Management
Oklahoma
$220K +$220K +11,000 New
ZIM
220
Zacks Investment Management
Illinois
$219K -$1.2K -60 -0.5%
VWA
221
Visionary Wealth Advisors
Illinois
$217K -$3.39K -170 -2%
AWM
222
Aries Wealth Management
Maine
$216K – – –
SIAP
223
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K – – –
KA
224
Kovack Advisors
Florida
$215K -$57.7K -2,883 -21%
EWP
225
Engrave Wealth Partners
Texas
$215K +$215K +10,474 New
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9
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