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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 %
AA
351
Apriem Advisors
California
$4K – – –
M&T Bank
352
M&T Bank
New York
$3K – – –
W
353
Wealthfront
California
$3K +$3K +30 New
VIA
354
Vantage Investment Advisors
Pennsylvania
$1K – – –
Walleye Trading
355
Walleye Trading
New York
$70 +$70 +740 New
Citadel Advisors
356
Citadel Advisors
Florida
– -$1.61M -18,215 Closed
PSW
357
Portfolio Strategies (Washington)
Washington
– -$1.13M -12,820 Closed
FIM
358
Freedom Investment Management
Connecticut
– -$828K -9,382 Closed
PWS
359
Peloton Wealth Strategists
Indiana
– -$562K -6,370 Closed
Two Sigma Investments
360
Two Sigma Investments
New York
– -$543K -6,145 Closed
CWM
361
Cabot Wealth Management
Massachusetts
– -$529K -5,992 Closed
FFA
362
First Foundation Advisors
California
– -$318K -3,600 Closed
B
363
Bailard
California
– -$315K -3,570 Closed
SA
364
Strategic Advisors
New York
– -$246K -2,784 Closed
TCM
365
Tran Capital Management
California
– -$205K -2,324 Closed
FPA
366
Fieldpoint Private Advisors
New York
– -$199K -2,256 Closed
SBH
367
Segall Bryant & Hamill
Illinois
– -$194K -2,193 Closed
RMDI
368
R.M. Davis Inc
Maine
– -$193K -2,190 Closed
USGIU
369
U.S. Global Investors (USGI)
Texas
– -$189K -2,170 Closed
CAL
370
Capital Analysts LLC
Pennsylvania
– -$189K -2,137 Closed
SG
371
Somerset Group
Minnesota
– -$186K -2,111 Closed
BPC
372
Banque Pictet & Cie
Switzerland
– -$177K -2,000 Closed
CCS
373
Crosspoint Capital Strategies
California
– -$68K -768 Closed
FMP
374
Financial Management Professionals
Texas
– -$27K -301 Closed
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
– -$12K -140 Closed
12 13 14
15
16