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Alerian MLP ETF

417 hedge funds and large institutions have $3.55B invested in Alerian MLP ETF in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
11.12%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
54
Increased
167
Reduced
139
Closed
43
Calls
$35.3M
Puts
$20.7M
Net Calls
+$14.6M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
226
Wedbush Securities
California
$853K +$183K +2,203 +27%
FF
227
Friedenthal Financial
New Jersey
$842K +$80.6K +972 +11%
SAM
228
Securian Asset Management
Minnesota
$829K
GWCM
229
Godshalk Welsh Capital Management
Pennsylvania
$801K
MLL
230
Moody Lynn & Lieberson
Massachusetts
$790K -$256K -3,092 -24%
EFS
231
Essex Financial Services
Connecticut
$790K -$13.3K -160 -2%
1IA
232
1834 Investment Advisors
Wisconsin
$764K -$1.06M -12,792 -58%
VV
233
Verity & Verity
South Carolina
$755K +$64.5K +778 +9%
CL
234
Choreo LLC
Illinois
$752K -$39.3K -474 -5%
HSA
235
HBK Sorce Advisory
Pennsylvania
$680K -$91.4K -1,103 -12%
SI
236
SII Investments
Wisconsin
$674K +$160K +1,921 +31%
JA
237
JOYN Advisors
Georgia
$667K +$82.8K +1,000 +14%
PSI
238
Pinnacle Summer Investments
Virginia
$656K +$249 +3 +0%
JEW
239
Jamison Eaton & Wood
New Jersey
$655K +$16.6K +200 +3%
GWM
240
Gupta Wealth Management
California
$646K +$646K +7,793 New
DG
241
Davidson & Garrard
Virginia
$643K
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$639K -$10.4K -125 -2%
OIA
243
Optimum Investment Advisors
Illinois
$629K -$729K -8,798 -54%
Northern Trust
244
Northern Trust
Illinois
$628K +$370K +4,462 +143%
KeyBank National Association
245
KeyBank National Association
Ohio
$627K -$38.1K -460 -6%
DAC
246
Dividend Assets Capital
South Carolina
$626K -$102K -1,225 -14%
ACP
247
Ashfield Capital Partners
California
$612K -$39.4K -475 -6%
FANJ
248
Financial Architects (New Jersey)
New Jersey
$607K -$163K -1,973 -21%
VAM
249
Visium Asset Management
New York
$603K -$147K -1,780 -20%
BIA
250
Biondo Investment Advisors
Pennsylvania
$598K +$23.2K +280 +4%