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Alerian MLP ETF
AMLP

Overview Fund Activity

343 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+23
Holders Change %
+7.19%
% of All Funds
9.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.81%
New
59
Increased
151
Reduced
96
Closed
32
Calls
$349K
Puts
$6.05M
Net Calls
-$5.7M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$386M
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
T
3
Thomaspartners
Massachusetts
$54.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21.1M
5
U
5
UBS
Switzerland
$142M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.56M
2
HNB
2
Huntington National Bank
Ohio
$40M
3
IT
3
Investors Trust
Texas
$10.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$462M
5
DSAM
5
Dock Street Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
276
HBK Sorce Advisory
Pennsylvania
$233K +$233K +2,614 New
BG
277
Bollard Group
Massachusetts
$229K +$3.38K +38 +1%
BCM
278
Beck Capital Management
Texas
$228K +$228K +2,581 New
USGIU
279
U.S. Global Investors (USGI)
Texas
$222K +$116K +1,310 +109%
UGIF
280
US Global Investors Funds
Maine
$222K +$222K +2,510 New
FWP
281
FAS Wealth Partners
Kansas
$221K +$221K +2,480 New
GIM
282
Goelzer Investment Management
Indiana
$219K – – –
CCA
283
Conestoga Capital Advisors
Pennsylvania
$217K -$5.34K -60 -2%
WSFS
284
Wilmington Savings Fund Society
Delaware
$216K +$24K +269 +13%
RIA
285
Regal Investment Advisors
Michigan
$215K -$1M -11,290 -82%
MCM
286
Marathon Capital Management
Maryland
$213K – – –
HTC
287
Haverford Trust Company
Pennsylvania
$211K -$51.1K -573 -19%
SI
288
SII Investments
Wisconsin
$211K – – –
IH
289
IFC Holdings
Florida
$210K – – –
TCM
290
Tran Capital Management
California
$207K – – –
DIA
291
Dana Investment Advisors
Wisconsin
$205K – – –
FPA
292
Fieldpoint Private Advisors
New York
$201K -$37.4K -420 -16%
UCFA
293
United Capital Financial Advisors
Texas
$198K -$3.43M -38,507 -95%
UR
294
USCA RIA
Texas
$198K +$178 +2 +0.1%
SBH
295
Segall Bryant & Hamill
Illinois
$195K -$70.9K -796 -27%
RMDI
296
R.M. Davis Inc
Maine
$192K -$29K -326 -13%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$185K -$80.6K -907 -30%
KCPG
298
Kavar Capital Partners Group
Kansas
$184K +$184K +2,074 New
TWA
299
TCI Wealth Advisors
Arizona
$179K +$179K +2,008 New
TIM
300
Tortoise Investment Management
New York
$178K -$77.4K -870 -30%
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