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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 %
IAS
76
IMA Advisory Services
Colorado
$5.51M -$691K -7,278 -11%
DAS
77
Dynamic Advisor Solutions
Arizona
$5.35M +$696K +7,326 +15%
Invesco
78
Invesco
Georgia
$5.22M -$574K -6,043 -10%
KPCM
79
Kings Point Capital Management
New York
$4.97M +$659K +6,931 +15%
TAM
80
Tocqueville Asset Management
New York
$4.75M +$4.75M +49,955 New
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$4.72M -$27.5K -289 -0.6%
LI
82
Longer Investments
Arkansas
$4.64M +$177K +1,867 +4%
BFIC
83
Bedell Frazier Investment Counselling
California
$4.53M +$81.7K +860 +2%
CCMG
84
Clark Capital Management Group
Pennsylvania
$4.51M +$229K +2,411 +5%
WB
85
WesBanco Bank
West Virginia
$4.49M +$248K +2,609 +6%
ST
86
Spinnaker Trust
Maine
$4.48M -$64.2K -676 -1%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$4.41M -$4.15M -43,710 -48%
TYCC
88
Texas Yale Capital Corp
Florida
$4.19M – – –
MFS
89
MSI Financial Services
Massachusetts
$4.16M -$537K -5,654 -11%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$4.07M +$231K +2,435 +6%
NFG
91
NewFocus Financial Group
Washington
$4.04M -$160K -1,682 -4%
SCM
92
Summit Capital Management
Washington
$4.03M +$1.1M +11,529 +37%
Jane Street
93
Jane Street
New York
$3.95M +$3.95M +41,616 New
AllianceBernstein
94
AllianceBernstein
Tennessee
$3.94M -$312K -3,288 -7%
KAM
95
Keeley Asset Management
Illinois
$3.93M -$246K -2,586 -6%
SWM
96
SVA Wealth Management
Wisconsin
$3.82M +$380K +3,996 +11%
FHC
97
First Heartland Consultants
Missouri
$3.81M +$101K +1,066 +3%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.77M -$4.84M -50,949 -56%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$3.72M -$75.4K -794 -2%
FFSOTS
100
Fiduciary Financial Services of The Southwest
Texas
$3.68M +$146K +1,533 +4%
2 3
4
5 6