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Alerian MLP ETF
AMLP

Overview Fund Activity

354 hedge funds and large institutions have $3.61B invested in Alerian MLP ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
10.18%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
31
Increased
182
Reduced
94
Closed
22
Calls
$255K
Puts
$11.2M
Net Calls
-$11M
Net Calls Change
+$10.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$612M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$215M
3
Wells Fargo
3
Wells Fargo
California
$230M
4
CPO
4
Cerity Partners OCIO
New York
$35M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$20.4M
2
HNB
2
Huntington National Bank
Ohio
$52.2M
3
Citigroup
3
Citigroup
New York
$31.8M
4
MG
4
MDE Group
New Jersey
$75.7M
5
FF
5
Friedenthal Financial
New Jersey
$827K
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$722K +$45.8K +482 +7%
EFS
227
Essex Financial Services
Connecticut
$703K +$62.6K +659 +10%
WS
228
Wedbush Securities
California
$702K +$245K +2,577 +54%
BRWM
229
B. Riley Wealth Management
Tennessee
$695K +$159K +1,680 +30%
1GA
230
1st Global Advisors
Texas
$684K +$14.7K +155 +2%
JEW
231
Jamison Eaton & Wood
New Jersey
$651K +$651K +6,850 New
SFSIG
232
San Francisco Sentry Investment Group
California
$635K +$22.2K +234 +4%
BF
233
BOK Financial
Oklahoma
$604K – – –
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$597K -$169K -1,778 -22%
SNT
235
Security National Trust
West Virginia
$563K -$124K -1,309 -18%
BIA
236
Biondo Investment Advisors
Pennsylvania
$562K +$69.3K +730 +14%
HC
237
HHG & Company
Connecticut
$555K – – –
LI
238
LMCG Investments
Massachusetts
$551K – – –
PAI
239
Pittenger & Anderson Inc
Nebraska
$551K +$103K +1,080 +23%
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$550K +$67.8K +713 +14%
AC
241
Alexandria Capital
Virginia
$543K +$855 +9 +0.2%
RNS
242
Robert N. Shapiro
$542K – – –
GA
243
Geneva Advisors
Illinois
$526K – – –
RMAM
244
Raab & Moskowitz Asset Management
New Jersey
$522K -$3.24M -34,060 -86%
WEC
245
Winslow Evans & Crocker
Massachusetts
$518K -$7.13K -75 -1%
RFC
246
Regions Financial Corp
Alabama
$513K -$2K -21 -0.4%
HSA
247
HBK Sorce Advisory
Pennsylvania
$503K +$256K +2,832 +104%
SI
248
SII Investments
Wisconsin
$486K +$240K +2,507 +97%
GWM
249
Greenwich Wealth Management
Connecticut
$479K +$949 +10 +0.2%
AGM
250
Alpine Global Management
New York
$476K +$476K +5,012 New
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