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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 %
UR
276
USCA RIA
Texas
$269K +$57.9K +610 +27%
BC
277
Barnett & Company
Tennessee
$267K +$12K +126 +5%
AA
278
Ancora Advisors
Ohio
$266K – – –
DCM
279
Delta Capital Management
New Jersey
$265K +$5.71K +60 +2%
BG
280
Bollard Group
Massachusetts
$252K +$3.7K +39 +1%
BCM
281
Beck Capital Management
Texas
$249K – – –
RMC
282
Regis Management Company
California
$245K +$245K +2,580 New
MCM
283
Manchester Capital Management
Vermont
$242K -$5.71K -60 -2%
IH
284
IFC Holdings
Florida
$242K +$13K +139 +6%
GC
285
Gibson Capital
Pennsylvania
$236K +$236K +2,491 New
DWT
286
Dorsey & Whitney Trust
South Dakota
$230K – – –
RVP
287
Relative Value Partners
Illinois
$226K – – –
CCM
288
Coldstream Capital Management
Washington
$224K -$259K -2,724 -54%
MC
289
Moors & Cabot
Massachusetts
$223K +$223K +2,320 New
MCM
290
Marathon Capital Management
Maryland
$219K – – –
LCS
291
Levin Capital Strategies
New York
$218K +$218K +2,300 New
CPSAC
292
Chas P. Smith & Associates (CPS)
Florida
$215K -$430K -4,526 -67%
IWC
293
Integrated Wealth Counsel
California
$215K – – –
ONB
294
Old National Bancorp
Indiana
$214K +$214K +2,252 New
WSFS
295
Wilmington Savings Fund Society
Delaware
$213K -$34.2K -360 -14%
CCA
296
Conestoga Capital Advisors
Pennsylvania
$213K -$19K -200 -8%
DIA
297
Denver Investment Advisors
Colorado
$210K -$20K -210 -9%
FM
298
Family Management
New York
$209K – – –
KCPG
299
Kavar Capital Partners Group
Kansas
$195K +$285 +3 +0.1%
CCG
300
Cypress Capital Group
Florida
$194K -$49.5K -520 -20%
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