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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 %
OCG
326
Opus Capital Group
Ohio
$215K +$24.9K +300 +13%
RMC
327
Regis Management Company
California
$214K
WIC
328
Woodmont Investment Counsel
Tennessee
$211K +$211K +2,545 New
KWMG
329
King Wealth Management Group
Florida
$208K +$12.9K +156 +7%
BCM
330
Beck Capital Management
Texas
$202K -$22.8K -275 -10%
CAM
331
Capstone Asset Management
Texas
$202K
DWT
332
Dorsey & Whitney Trust
South Dakota
$201K
SFM
333
Signet Financial Management
New Jersey
$200K -$34.2K -413 -15%
Franklin Resources
334
Franklin Resources
California
$199K
DLCIG
335
D.L. Carlson Investment Group
New Hampshire
$199K +$33.2K +400 +20%
SE
336
Summit Equities
New Jersey
$196K +$3.32K +40 +2%
DC
337
Davenport & Co
Virginia
$192K +$192K +2,322 New
AP
338
Atwood & Palmer
Missouri
$191K -$78.1K -940 -29%
MCM
339
Marathon Capital Management
Maryland
$191K
DSC
340
Duncker Streett & Co
Missouri
$190K +$17.5K +211 +10%
CPSAC
341
Chas P. Smith & Associates (CPS)
Florida
$187K
PAS
342
Partnervest Advisory Services
California
$183K -$5.97K -72 -3%
FM
343
Family Management
New York
$182K
FNBTCON
344
First National Bank & Trust Co of Newtown
Pennsylvania
$181K
FIM
345
Freedom Investment Management
Connecticut
$181K +$181K +2,188 New
IC
346
InterOcean Capital
Illinois
$180K +$180K +2,170 New
CCM
347
Crossvault Capital Management
Texas
$166K -$8.63K -104 -5%
GWA
348
Genesis Wealth Advisors
Massachusetts
$162K
MAM
349
Meeder Asset Management
Ohio
$143K -$38.1K -461 -21%
NFA
350
Nationwide Fund Advisors
Ohio
$140K +$140K +1,695 New