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Alerian MLP ETF

417 hedge funds and large institutions have $3.55B invested in Alerian MLP ETF in 2015 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
11.12%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.77%
New
54
Increased
167
Reduced
139
Closed
43
Calls
$35.3M
Puts
$20.7M
Net Calls
+$14.6M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
301
KCM Investment Advisors
California
$295K -$3.89K -47 -1%
JIP
302
Jaffetilchin Investment Partners
Florida
$292K +$12K +145 +4%
BC
303
Banced Corp
Illinois
$289K +$112K +1,352 +63%
CAM
304
Concorde Asset Management
Michigan
$280K -$279K -3,364 -50%
WCM
305
Weik Capital Management
Pennsylvania
$278K -$16.5K -200 -6%
WP
306
WealthPLAN Partners
Nebraska
$267K +$267K +3,226 New
SHA
307
Smith Hayes Advisers
Nebraska
$266K +$1.24K +15 +0.5%
IAA
308
Ironsides Asset Advisors
North Carolina
$263K
BCA
309
Bernzott Capital Advisors
California
$256K
WPW
310
Waldron Private Wealth
Pennsylvania
$250K
SCM
311
Sterneck Capital Management
Missouri
$249K
LPC
312
Loeb Partners Corp
New York
$249K +$249K +3,000 New
MIAN
313
Mariner Independent Advisor Network
Kansas
$244K -$15.7K -190 -6%
MDCM
314
Morgan Dempsey Capital Management
Wisconsin
$243K
IP
315
Investment Partners
Ohio
$242K +$9.61K +116 +4%
DW
316
Domani Wealth
Pennsylvania
$233K +$233K +774 New
AA
317
Ancora Advisors
Ohio
$232K -$245K -2,800 Closed
BG
318
Bollard Group
Massachusetts
$230K +$3.73K +45 +2%
WSFS
319
Wilmington Savings Fund Society
Delaware
$229K -$16.6K -200 -7%
DDC
320
Daniel Devine & Co
Florida
$225K
I2I
321
Insight 2811 Inc
Illinois
$224K -$4.14K -50 -2%
IH
322
IFC Holdings
Florida
$224K +$83 +1 +0%
NFC
323
Northeast Financial Consultants
Connecticut
$223K
HVIA
324
Hudson Valley Investment Advisors
New York
$217K +$217K +2,620 New
UR
325
USCA RIA
Texas
$216K -$263K -3,183 -55%