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Alerian MLP ETF
AMLP

Overview Fund Activity

603 hedge funds and large institutions have $4.88B invested in Alerian MLP ETF in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 218 increasing their positions, 211 reducing their positions, and 71 closing their positions.

Holders
603
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
13.82%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.44%
New
70
Increased
218
Reduced
211
Closed
71
Calls
$41.1M
Puts
$38.9M
Net Calls
+$2.22M
Net Calls Change
-$1.71M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$375M
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$327M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$62.3M
4
JPG
4
Jordan Park Group
California
$53.6M
5
Creative Planning
5
Creative Planning
Kansas
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$651M
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.95M
3
AL
3
Appaloosa LP
New Jersey
$5.05M
4
SFM
4
Soros Fund Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$557M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$651M 64,484,413 -19,242,372 -23%
Goldman Sachs
2
Goldman Sachs
New York
$557M 55,160,744 -3,107,969 -5%
CSIA
3
Charles Schwab Investment Advisory
California
$375M 37,081,008 +37,081,008 New
NMIMC
4
Northwestern Mutual Investment Management Company
Wisconsin
$327M 32,368,016 +32,368,016 New
Wells Fargo
5
Wells Fargo
California
$304M 30,059,288 +1,190,931 +4%
Bank of America
6
Bank of America
North Carolina
$267M 26,476,165 -2,851,530 -10%
Creative Planning
7
Creative Planning
Kansas
$229M 22,694,990 +4,221,062 +23%
UBS Group
8
UBS Group
Switzerland
$229M 22,640,405 +1,637,941 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$217M 21,470,372 +239,430 +1%
TF
10
TIAA FSB
Florida
$86.6M 8,576,705 +273,056 +3%
RJA
11
Raymond James & Associates
Florida
$63.2M 6,258,470 +987,562 +19%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$62.3M 6,166,300 +6,166,300 New
Fidelity International
13
Fidelity International
Bermuda
$58.9M 5,832,871 +374,432 +7%
JPG
14
Jordan Park Group
California
$53.6M 5,309,292 +5,180,892 +4,035%
LPL Financial
15
LPL Financial
California
$50M 4,952,676 +506,684 +11%
BWM
16
Baystate Wealth Management
Massachusetts
$41.9M 4,122,381 +102,946 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$40.8M 4,036,402 +3,009,846 +293%
CB
18
Commerce Bank
Missouri
$40.5M 4,011,235 +87,521 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$37M 3,661,193 +3,398,794 +1,295%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$35.2M 3,488,683 -93,363 -3%
UCFA
21
United Capital Financial Advisors
Texas
$34.8M 3,446,927 +3,413,952 +10,353%
Ameriprise
22
Ameriprise
Minnesota
$30.9M 3,062,037 -185,700 -6%
GCM
23
Graham Capital Management
Connecticut
$27.6M 2,737,480 +1,037,480 +61%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$24M 2,377,370 -114,337 -5%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$23.3M 2,305,260 +199,272 +9%
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