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Alerian MLP ETF

414 hedge funds and large institutions have $5.38B invested in Alerian MLP ETF in 2014 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 180 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+54
Holders Change %
+15%
% of All Funds
11.05%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
100
Increased
180
Reduced
94
Closed
40
Calls
$23.3M
Puts
$19.1M
Net Calls
+$4.18M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
401
Klingman & Associates
New York
$8K +$8K +100 New
IFA
402
Interactive Financial Advisors
Illinois
$7K +$2.6K +29 +59%
BRWA
403
B. Riley Wealth Advisors
Florida
$5.36K +$682 +1,420 +15%
HCM
404
Highlander Capital Management
New Jersey
$5K
BPBT
405
Boston Private Bank & Trust
Massachusetts
$5K
UFA
406
US Financial Advisors
Massachusetts
$5K +$5K +58 New
NHFG
407
New Harbor Financial Group
Massachusetts
$5K +$5K +60 New
DBT
408
Dubuque Bank & Trust
Iowa
$4K
HCM
409
Horrell Capital Management
Arkansas
$4K +$4K +43 New
NC
410
NewSquare Capital
Pennsylvania
$3K -$13K -165 -81%
AA
411
Apriem Advisors
California
$3K
HR
412
Howe & Rusling
New York
$3K
WTB
413
Washington Trust Bank
Washington
$3K
KCM
414
Karp Capital Management
California
$2K +$2K +24 New
VIA
415
Vantage Investment Advisors
Pennsylvania
$1K
NDSI
416
Newman Dignan & Sheerar Inc
Rhode Island
$188 +$188 +2,142 New
Fidelity Investments
417
Fidelity Investments
Massachusetts
-$56.8M -592,275 Closed
SMG
418
Spectrum Management Group
Indiana
-$9.81M -102,294 Closed
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
-$5.83M -60,826 Closed
DAS
420
Dynamic Advisor Solutions
Arizona
-$5.74M -60,233 Closed
PP
421
Palladium Partners
Virginia
-$2.95M -30,741 Closed
TWM
422
Torch Wealth Management
Ohio
-$2.71M -28,295 Closed
KAM
423
Keeley Asset Management
Illinois
-$1.72M -17,890 Closed
ACM
424
Avalon Capital Management
California
-$1.69M -17,678 Closed
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
-$1.61M -16,761 Closed