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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 %
KA
401
Klingman & Associates
New York
$8K
EMA
402
Efficient Market Advisors
California
$8K +$8K +100 New
LWA
403
Lowe Wealth Advisors
Maryland
$7K
DAM
404
Delta Asset Management
Tennessee
$7K +$7K +80 New
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$6.53K +$6.53K +79 New
HCM
406
Highlander Capital Management
New Jersey
$5K
NHFG
407
New Harbor Financial Group
Massachusetts
$5K
UFA
408
US Financial Advisors
Massachusetts
$5K
BPBT
409
Boston Private Bank & Trust
Massachusetts
$4K
HCM
410
Horrell Capital Management
Arkansas
$4K
DBT
411
Dubuque Bank & Trust
Iowa
$4K
FAM
412
Formidable Asset Management
Ohio
$4K +$4K +42 New
NC
413
NewSquare Capital
Pennsylvania
$3K
HR
414
Howe & Rusling
New York
$3K
FNBOO
415
First National Bank of Omaha
Nebraska
$2.33K -$646 -7,514 -22%
KCM
416
Karp Capital Management
California
$2K
VIA
417
Vantage Investment Advisors
Pennsylvania
$2K +$1K +10 +100%
RFA
418
Reilly Financial Advisors
California
$2K +$2K +20 New
FIM
419
Frontier Investment Management
Texas
-$14.7M -177,696 Closed
MG
420
Mather Group
Illinois
-$14.6M -166,681 Closed
Principal Financial Group
421
Principal Financial Group
Iowa
-$14.1M -161,082 Closed
DIP
422
DT Investment Partners
Pennsylvania
-$11.2M -128,163 Closed
HT
423
HAP Trading
New York
-$7.09M -80,920 Closed
Deutsche Bank
424
Deutsche Bank
Germany
-$6.58M -75,137 Closed
SG Americas Securities
425
SG Americas Securities
New York
-$6.02M -68,660 Closed