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Alerian MLP ETF

427 hedge funds and large institutions have $3.5B invested in Alerian MLP ETF in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 30 closing their positions.

Holders
427
Holders Change
+10
Holders Change %
+2.4%
% of All Funds
11.52%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.67%
New
49
Increased
150
Reduced
162
Closed
30
Calls
$33.2M
Puts
$9.67M
Net Calls
+$23.5M
Net Calls Change
+$8.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
51
Relative Value Partners Group
$6.58M +$6.58M +84,610 New
VSWA
52
Vontobel Swiss Wealth Advisors
Switzerland
$6.34M +$1.8M +25,742 +40%
SWM
53
SVA Wealth Management
Wisconsin
$6.22M -$844K -10,854 -12%
BFIC
54
Bedell Frazier Investment Counselling
California
$6.16M +$788K +10,128 +15%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$6.03M +$204K +2,618 +3%
AFS
56
Aft Forsyth & Sober
Florida
$6.01M -$11.7K -150 -0.2%
CHA
57
Cedar Hill Associates
Illinois
$5.99M -$5.23M -67,177 -47%
CCT
58
Country Club Trust
Missouri
$5.96M +$19.5K +251 +0.3%
GIM
59
Guild Investment Management
California
$5.88M +$112K +1,446 +2%
BCI
60
Brinker Capital Investments
Pennsylvania
$5.72M -$81.6K -1,049 -1%
NCM
61
Neumann Capital Management
California
$5.64M +$209K +2,690 +4%
VIP
62
Vantage Investment Partners
Missouri
$5.53M +$4.02M +51,705 +266%
MCM
63
MV Capital Management
Maryland
$5.4M -$1.63K -21 -0%
EI
64
Excelsia Inc
Georgia
$5.38M +$1.5M +19,265 +39%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$5.23M -$2.12M -27,307 -29%
KPCM
66
Kings Point Capital Management
New York
$5.11M +$563K +7,235 +12%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.11M +$3.81M +48,934 +293%
MCM
68
Millie Capital Management
California
$5.1M +$34.5K +443 +0.7%
FAAS
69
First Allied Advisory Services
California
$4.87M -$2.73K -35 -0.1%
WB
70
WesBanco Bank
West Virginia
$4.82M +$107K +1,379 +2%
CTA
71
Colonial Trust Advisors
South Carolina
$4.78M +$11.3K +145 +0.2%
NIM
72
Northeast Investment Management
Massachusetts
$4.68M -$2.01M -25,858 -30%
SI
73
Stephens Inc
Arkansas
$4.62M -$135K -1,741 -3%
SGCA
74
Steel Grove Capital Advisors
Tennessee
$4.49M +$275K +3,533 +7%
P3I
75
Progeny 3 Inc
Washington
$4.4M