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Alerian MLP ETF
AMLP

Overview Fund Activity

646 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2018 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 216 increasing their positions, 230 reducing their positions, and 72 closing their positions.

Holders
646
Holders Change
+52
Holders Change %
+8.75%
% of All Funds
14.42%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.65%
New
130
Increased
216
Reduced
230
Closed
72
Calls
$23.3M
Puts
$31M
Net Calls
-$7.77M
Net Calls Change
-$23.8M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$565M
2
AL
2
Appaloosa LP
New Jersey
$61.7M
3
UBS Group
3
UBS Group
Switzerland
$247M
4
AIM
4
Allen Investment Management
New York
$54.4M
5
CC
5
Carlson Capital
Texas
$27.4M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$109M
2
CSIA
2
Charles Schwab Investment Advisory
California
$249M
3
JPG
3
Jordan Park Group
California
$1.81M
4
Morgan Stanley
4
Morgan Stanley
New York
$512M
5
Wells Fargo
5
Wells Fargo
California
$234M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$565M 64,701,090 +14,928,748 +30%
Morgan Stanley
2
Morgan Stanley
New York
$512M 58,594,416 -4,943,814 -8%
CSIA
3
Charles Schwab Investment Advisory
California
$249M 28,545,005 -9,417,489 -25%
UBS Group
4
UBS Group
Switzerland
$247M 28,253,292 +4,101,457 +17%
Wells Fargo
5
Wells Fargo
California
$234M 26,795,758 -4,848,595 -15%
Bank of America
6
Bank of America
North Carolina
$215M 24,626,786 +1,157,067 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$191M 21,862,193 +311,446 +1%
Creative Planning
8
Creative Planning
Kansas
$109M 12,484,752 -14,198,847 -53%
TF
9
TIAA FSB
Florida
$78.9M 9,033,854 +280,828 +3%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$62.4M 7,143,427 +678,588 +10%
AL
11
Appaloosa LP
New Jersey
$61.7M 7,066,871 +7,066,871 New
AIM
12
Allen Investment Management
New York
$54.4M 6,229,657 +3,885,568 +166%
BWM
13
Baystate Wealth Management
Massachusetts
$43.2M 4,382,696 +34,545 +0.8%
RJA
14
Raymond James & Associates
Florida
$39.1M 4,476,331 -1,890,867 -30%
HighTower Advisors
15
HighTower Advisors
Illinois
$35.4M 4,062,246 +1,942,104 +92%
LPL Financial
16
LPL Financial
California
$35.1M 4,016,839 -926,228 -19%
CL
17
Choreo LLC
Illinois
$29.2M 3,348,870 +2,899,743 +646%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$27.9M 3,193,687 -152,487 -5%
CC
19
Carlson Capital
Texas
$27.4M 3,133,900 +3,133,900 New
Ameriprise
20
Ameriprise
Minnesota
$24.5M 2,823,436 -208,012 -7%
SQA
21
Simon Quick Advisors
New Jersey
$23M 2,631,603 +1,741,503 +196%
DJSG
22
D.J. St. Germain
Massachusetts
$21.6M 2,472,863 +508,856 +26%
Fidelity International
23
Fidelity International
Bermuda
$21.5M 2,463,245 -3,531,556 -59%
CCM
24
Chickasaw Capital Management
Tennessee
$20.8M 2,377,875 +2,358,750 +12,333%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$20.2M 2,311,096 +875,481 +61%
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