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Alerian MLP ETF
AMLP

Overview Fund Activity

646 hedge funds and large institutions have $4.17B invested in Alerian MLP ETF in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 245 increasing their positions, 231 reducing their positions, and 60 closing their positions.

Holders
646
Holders Change
–
Holders Change %
0%
% of All Funds
14%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.65%
New
69
Increased
245
Reduced
231
Closed
60
Calls
$16.4M
Puts
$35.7M
Net Calls
-$19.3M
Net Calls Change
-$11.5M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$245M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$44.4M
3
VIM
3
VCU Investment Management
Virginia
$23.6M
4
UCFA
4
United Capital Financial Advisors
Texas
$24.6M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$172M
2
Goldman Sachs
2
Goldman Sachs
New York
$538M
3
BC
3
Brookfield Corp
Ontario, Canada
$1K
4
UBS Group
4
UBS Group
Switzerland
$249M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$44.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$597M 59,497,989 +903,573 +2%
Goldman Sachs
2
Goldman Sachs
New York
$538M 53,595,833 -11,105,257 -17%
Wells Fargo
3
Wells Fargo
California
$278M 27,712,109 +916,351 +3%
Bank of America
4
Bank of America
North Carolina
$252M 25,144,843 +518,057 +2%
UBS Group
5
UBS Group
Switzerland
$249M 24,850,218 -3,403,074 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$245M 24,381,363 +2,519,170 +12%
CSIA
7
Charles Schwab Investment Advisory
California
$172M 17,107,690 -11,437,315 -40%
Creative Planning
8
Creative Planning
Kansas
$136M 13,533,642 +1,048,890 +8%
TF
9
TIAA FSB
Florida
$92.5M 9,222,426 +188,572 +2%
AL
10
Appaloosa LP
New Jersey
$75.2M 7,500,000 +433,129 +6%
RJA
11
Raymond James & Associates
Florida
$53.3M 5,312,279 +835,948 +19%
LPL Financial
12
LPL Financial
California
$49.4M 4,926,024 +909,185 +23%
BWM
13
Baystate Wealth Management
Massachusetts
$45.5M 4,555,204 +172,508 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$44.4M 4,423,857 +2,377,952 +116%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$44.3M 4,413,628 -2,729,799 -38%
AIM
16
Allen Investment Management
New York
$42.7M 4,256,987 -1,972,670 -32%
CL
17
Choreo LLC
Illinois
$32.1M 3,200,431 -148,439 -4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$30.7M 3,062,809 -130,878 -4%
Ameriprise
19
Ameriprise
Minnesota
$30.5M 3,040,174 +216,738 +8%
Fidelity International
20
Fidelity International
Bermuda
$27.3M 2,724,352 +261,107 +11%
UCFA
21
United Capital Financial Advisors
Texas
$24.6M 2,451,187 +2,332,045 +1,957%
DJSG
22
D.J. St. Germain
Massachusetts
$24.5M 2,441,694 -31,169 -1%
VIM
23
VCU Investment Management
Virginia
$23.6M 2,350,642 +2,350,642 New
CC
24
Carlson Capital
Texas
$23.4M 2,328,700 -805,200 -26%
HighTower Advisors
25
HighTower Advisors
Illinois
$22.3M 2,224,180 -1,838,066 -45%
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