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Alerian MLP ETF
AMLP

Overview Fund Activity

629 hedge funds and large institutions have $3.92B invested in Alerian MLP ETF in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 64 closing their positions.

Holders
629
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
13.68%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.63%
New
57
Increased
235
Reduced
230
Closed
64
Calls
$26.5M
Puts
$34.7M
Net Calls
-$8.19M
Net Calls Change
+$11.1M

Top Buyers

1
HTC
1
Hershey Trust Company
Pennsylvania
$50.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$571M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.4M
4
TF
4
TIAA FSB
Florida
$110M
5
Creative Planning
5
Creative Planning
Kansas
$151M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$540M
3
UCFA
3
United Capital Financial Advisors
Texas
$1.09M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$571M 58,002,590 +4,406,757 +8%
Morgan Stanley
2
Morgan Stanley
New York
$540M 54,818,571 -4,679,418 -8%
Wells Fargo
3
Wells Fargo
California
$280M 28,379,972 +667,863 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$252M 25,592,307 +1,210,944 +5%
Bank of America
5
Bank of America
North Carolina
$241M 24,434,676 -710,167 -3%
UBS Group
6
UBS Group
Switzerland
$234M 23,763,517 -1,086,701 -4%
Creative Planning
7
Creative Planning
Kansas
$151M 15,301,842 +1,768,200 +13%
TF
8
TIAA FSB
Florida
$110M 11,128,145 +1,905,719 +21%
AL
9
Appaloosa LP
New Jersey
$64.5M 6,550,000 -950,000 -13%
LPL Financial
10
LPL Financial
California
$50.8M 5,159,975 +233,951 +5%
HTC
11
Hershey Trust Company
Pennsylvania
$50.2M 5,093,663 +5,093,663 New
RJA
12
Raymond James & Associates
Florida
$49.9M 5,065,838 -246,441 -5%
BWM
13
Baystate Wealth Management
Massachusetts
$44.5M 4,506,505 -48,699 -1%
AIM
14
Allen Investment Management
New York
$41.9M 4,256,987 – –
SWA
15
SFMG Wealth Advisors
Texas
$39.4M 3,941,256 +3,129,129 +385%
HighTower Advisors
16
HighTower Advisors
Illinois
$32.9M 3,343,857 +1,119,677 +50%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$32.2M 3,273,735 -1,139,893 -26%
CL
18
Choreo LLC
Illinois
$30.8M 3,127,566 -72,865 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$30M 3,048,392 -14,417 -0.5%
Ameriprise
20
Ameriprise
Minnesota
$28.7M 2,919,888 -120,286 -4%
DJSG
21
D.J. St. Germain
Massachusetts
$23.5M 2,381,028 -60,666 -2%
VIM
22
VCU Investment Management
Virginia
$23.2M 2,350,642 – –
CC
23
Carlson Capital
Texas
$23M 2,335,400 +6,700 +0.3%
Barclays
24
Barclays
United Kingdom
$22.5M 2,288,868 +1,095,193 +92%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$21.2M 2,148,810 -2,275,047 -51%
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