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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 %
PMFA
326
Plante Moran Financial Advisors
Michigan
$54K – – –
BC
327
Bartlett & Co
Ohio
$54K – – –
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$54K +$12.5K +132 +30%
CA
329
CapWealth Advisors
Tennessee
$43K – – –
KT
330
Kanaly Trust
Texas
$38K – – –
CFN
331
Cordasco Financial Network
Florida
$37K +$37K +386 New
BBHC
332
Brown Brothers Harriman & Co
New York
$36K – – –
Parallax Volatility Advisers
333
Parallax Volatility Advisers
California
$36K +$36K +384 New
S
334
SignatureFD
Georgia
$31K – – –
AA
335
AlphaMark Advisors
Kentucky
$29K – – –
MAS
336
Madden Advisory Services
Florida
$29K – – –
RFA
337
Reilly Financial Advisors
California
$29K +$29K +300 New
QLMGAA
338
QS Legg Mason Global Asset Allocation
New York
$28K +$384 +4 +1%
LNB
339
Ledyard National Bank
$27K – – –
CPA
340
Cowen Prime Advisors
New York
$26K +$291 +3 +1%
WTB
341
Washington Trust Bank
Washington
$25K +$21.4K +222 +600%
LFR
342
Lehman Financial Resources
Pennsylvania
$22K – – –
EWM
343
Elite Wealth Management
Washington
$15K -$2.14M -22,980 -99%
IFWM
344
Institute for Wealth Management
Colorado
$15K – – –
FIG
345
Fusion Investment Group
Pennsylvania
$15K – – –
BAM
346
Brave Asset Management
New Jersey
$12K – – –
LWM
347
LBA Wealth Management
Florida
$10K +$10K +100 New
NHFG
348
New Harbor Financial Group
Massachusetts
$6K – – –
BPBT
349
Boston Private Bank & Trust
Massachusetts
$5K – – –
DBT
350
Dubuque Bank & Trust
Iowa
$4K – – –
12 13
14
15 16