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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 %
HR
301
Howe & Rusling
New York
$35K +$35K +400 New
RFA
302
Reilly Financial Advisors
California
$33K +$33K +368 New
S
303
SignatureFD
Georgia
$29K +$29K +327 New
FMP
304
Financial Management Professionals
Texas
$26K – – –
CEMP
305
Compass Efficient Model Portfolios
Tennessee
$24K -$31.5K -356 -57%
SHWM
306
Smith & Howard Wealth Management
Georgia
$21K +$17.2K +200 +455%
LFR
307
Lehman Financial Resources
Pennsylvania
$20K – – –
AFC
308
AFT Forsyth & Company
Florida
$19K +$8.03K +90 +73%
BIM
309
BlackRock Investment Management
Delaware
$18K -$5.59M -62,145 -100%
Bessemer Group
310
Bessemer Group
New Jersey
$18K – – –
LWA
311
Lenox Wealth Advisors
New York
$17K +$17K +197 New
IFWM
312
Institute for Wealth Management
Colorado
$14K -$21.6K -252 -61%
GI
313
Gradient Investments
Minnesota
$14K +$14K +156 New
ECM
314
ETrade Capital Management
Virginia
$13K +$13K +146 New
MFBTD
315
MB Financial Bank - Trust Department
Illinois
$11K +$11K +120 New
CPA
316
Cowen Prime Advisors
New York
$11K +$11K +120 New
AA
317
Apriem Advisors
California
$9K +$437 +5 +5%
PFO
318
Pathstone Family Office
New Jersey
$5K – – –
BPBT
319
Boston Private Bank & Trust
Massachusetts
$5K – – –
DBT
320
Dubuque Bank & Trust
Iowa
$4K – – –
EFS
321
Essex Financial Services
Connecticut
$919 -$107 -1,217 -10%
ACM
322
Archer Capital Management
New York
– -$23.8M -266,231 Closed
FC
323
FBR & Co
Virginia
– -$5.12M -58,865 Closed
VF
324
Virtu Financial
New York
– -$4.84M -54,209 Closed
Natixis Advisors
325
Natixis Advisors
Massachusetts
– -$2.68M -30,038 Closed
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