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Alerian MLP ETF
AMLP

Overview Fund Activity

594 hedge funds and large institutions have $4.79B invested in Alerian MLP ETF in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 205 increasing their positions, 234 reducing their positions, and 55 closing their positions.

Holders
594
Holders Change
-9
Holders Change %
-1.49%
% of All Funds
13.6%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.46%
New
50
Increased
205
Reduced
234
Closed
55
Calls
$50.2M
Puts
$34.2M
Net Calls
+$16M
Net Calls Change
+$13.8M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$285M
2
CS
2
Credit Suisse
Switzerland
$26.5M
3
AIM
3
Allen Investment Management
New York
$25M
4
Wells Fargo
4
Wells Fargo
California
$338M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$59.6M

Top Sellers

1
NMIMC
1
Northwestern Mutual Investment Management Company
Wisconsin
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$532M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
GCM
4
Graham Capital Management
Connecticut
$0
5
VCM
5
Verger Capital Management
North Carolina
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$679M 63,538,230 -946,183 -1%
Goldman Sachs
2
Goldman Sachs
New York
$532M 49,772,342 -5,388,402 -10%
CSIA
3
Charles Schwab Investment Advisory
California
$405M 37,962,494 +881,486 +2%
Wells Fargo
4
Wells Fargo
California
$338M 31,644,353 +1,585,065 +5%
Creative Planning
5
Creative Planning
Kansas
$285M 26,683,599 +3,988,609 +18%
UBS Group
6
UBS Group
Switzerland
$258M 24,151,835 +1,511,430 +7%
Bank of America
7
Bank of America
North Carolina
$251M 23,469,719 -3,006,446 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$230M 21,550,747 +80,375 +0.4%
TF
9
TIAA FSB
Florida
$93.5M 8,753,026 +176,321 +2%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$69M 6,464,839 +298,539 +5%
RJA
11
Raymond James & Associates
Florida
$68M 6,367,198 +108,728 +2%
Fidelity International
12
Fidelity International
Bermuda
$64M 5,994,801 +161,930 +3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$59.6M 5,582,828 +1,546,426 +38%
JPG
14
Jordan Park Group
California
$59.6M 5,581,908 +272,616 +5%
Ameriprise
15
Ameriprise
Minnesota
$58M 3,031,448 -30,589 -1%
LPL Financial
16
LPL Financial
California
$52.8M 4,943,067 -9,609 -0.2%
BWM
17
Baystate Wealth Management
Massachusetts
$46.6M 4,348,151 +225,770 +5%
CB
18
Commerce Bank
Missouri
$37.3M 3,489,282 -521,953 -13%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$35.7M 3,346,174 -142,509 -4%
UCFA
20
United Capital Financial Advisors
Texas
$29.5M 2,757,472 -689,455 -20%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$29.4M 2,755,622 -905,571 -25%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$27.2M 2,545,430 +240,170 +10%
CS
23
Credit Suisse
Switzerland
$26.5M 2,481,274 +2,320,000 +1,439%
AIM
24
Allen Investment Management
New York
$25M 2,344,089 +1,633,506 +230%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$25M 2,337,275 -40,095 -2%
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