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Alerian MLP ETF

414 hedge funds and large institutions have $5.38B invested in Alerian MLP ETF in 2014 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 180 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+54
Holders Change %
+15%
% of All Funds
11.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
100
Increased
180
Reduced
94
Closed
40
Calls
$23.3M
Puts
$19.1M
Net Calls
+$4.18M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
251
Community Bank
New York
$639K +$639K +7,298 New
1GA
252
1st Global Advisors
Texas
$630K
JA
253
JOYN Advisors
Georgia
$618K +$618K +7,055 New
GC
254
Gibson Capital
Pennsylvania
$614K +$318K +3,637 +107%
BIA
255
Biondo Investment Advisors
Pennsylvania
$608K +$39.5K +451 +7%
SFSIG
256
San Francisco Sentry Investment Group
California
$598K -$45.8K -523 -7%
CAM
257
Concorde Asset Management
Michigan
$591K +$591K +6,743 New
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$580K +$19.4K +221 +3%
SC
259
Scotia Capital
Ontario, Canada
$570K
RCG
260
Ruggie Capital Group
Florida
$566K +$566K +6,586 New
HTC
261
Haverford Trust Company
Pennsylvania
$555K +$17.9K +204 +3%
FMC
262
First Merchants Corp
Indiana
$546K -$287K -3,276 -34%
SI
263
SII Investments
Wisconsin
$545K -$50.8K -577 -9%
FWP
264
FAS Wealth Partners
Kansas
$537K +$32.2K +367 +6%
LW
265
Linscomb Wealth
Texas
$530K -$357K -4,075 -40%
C
266
CFO4Life
Texas
$525K +$525K +5,993 New
SNT
267
Security National Trust
West Virginia
$522K +$96.4K +1,100 +23%
DADC
268
D.A. Davidson & Co
Montana
$510K +$244K +2,790 +92%
LI
269
LMCG Investments
Massachusetts
$508K -$9.9K -113 -2%
UR
270
USCA RIA
Texas
$508K +$21.2K +242 +4%
WEC
271
Winslow Evans & Crocker
Massachusetts
$505K +$21.9K +250 +5%
PWM
272
ParenteBeard Wealth Management
Pennsylvania
$501K -$29.6M -103,601 -98%
RNS
273
Robert N. Shapiro
$499K
ATC
274
Argent Trust Co
Tennessee
$497K +$497K +5,670 New
GA
275
Geneva Advisors
Illinois
$491K +$32.2K +367 +7%