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Alerian MLP ETF
AMLP

Overview Fund Activity

320 hedge funds and large institutions have $4B invested in Alerian MLP ETF in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+13
Holders Change %
+4.23%
% of All Funds
10.38%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.75%
New
36
Increased
170
Reduced
75
Closed
20
Calls
$27K
Puts
$2.42M
Net Calls
-$2.4M
Net Calls Change
+$20.9M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42M
2
Bank of America
2
Bank of America
North Carolina
$301M
3
Goldman Sachs
3
Goldman Sachs
New York
$78.7M
4
T
4
Thomaspartners
Massachusetts
$33.4M
5
Wells Fargo
5
Wells Fargo
California
$161M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$35.4M
2
ACM
2
Archer Capital Management
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$467M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
276
Wilmington Savings Fund Society
Delaware
$189K +$189K +2,150 New
DFIM
277
Detwiler Fenton Investment Management
Massachusetts
$180K -$21K -239 -10%
FTUS
278
Flow Traders U.S.
New York
$140K +$140K +1,596 New
JIC
279
Joel Isaacson & Co
New York
$126K +$98.7K +1,122 +362%
CTC
280
Central Trust Company
Missouri
$121K -$18.2K -207 -13%
KTC
281
Kistler-Tiffany Companies
Pennsylvania
$118K +$26.4K +299 +29%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$115K -$17.5K -200 -13%
CAL
283
Capital Analysts LLC
Pennsylvania
$108K +$25.7K +292 +31%
USGIU
284
U.S. Global Investors (USGI)
Texas
$107K – – –
TCM
285
TD Capital Management
Tennessee
$101K +$101K +1,144 New
FNBT
286
FineMark National Bank & Trust
Florida
$97K +$15.9K +180 +20%
GT
287
Glenmede Trust
Pennsylvania
$70K – – –
MDCM
288
Morgan Dempsey Capital Management
Wisconsin
$69K -$11.7K -133 -15%
PAS
289
Partnervest Advisory Services
California
$61K +$22K +249 +56%
WA
290
WealthTrust-Arizona
Arizona
$54K – – –
WRM
291
Westport Resources Management
Connecticut
$53K +$8.83K +100 +20%
BC
292
Bartlett & Co
Ohio
$50K – – –
PMFA
293
Plante Moran Financial Advisors
Michigan
$48K – – –
AA
294
AlphaMark Advisors
Kentucky
$47K +$20.9K +240 +80%
ARMC
295
American Research & Management Company
Massachusetts
$46K – – –
JEW
296
Jamison Eaton & Wood
New Jersey
$44K +$44K +500 New
CA
297
CapWealth Advisors
Tennessee
$40K +$39.2K +442 +4,911%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
CFA
299
Carroll Financial Associates
North Carolina
$39K +$20K +232 +105%
CCM
300
Chilton Capital Management
Texas
$35.4K +$35.4K +403 New
10 11
12
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