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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 %
FWM
101
Focused Wealth Management
New York
$3.63M +$223K +2,351 +7%
TTWM
102
TCV Trust & Wealth Management
Virginia
$3.57M -$2.85K -30 -0.1%
VIP
103
Vantage Investment Partners
Missouri
$3.45M +$167K +1,756 +5%
FAAS
104
First Allied Advisory Services
California
$3.41M +$676K +7,074 +25%
PFS
105
Prospera Financial Services
Texas
$3.37M +$105K +1,107 +3%
FNBOO
106
First National Bank of Omaha
Nebraska
$3.33M +$64.3K +677 +2%
YIA
107
YHB Investment Advisors
Connecticut
$3.24M -$53.9K -567 -2%
P3I
108
Progeny 3 Inc
Washington
$3.23M +$3.23M +34,000 New
MCC
109
Mid Continent Capital
Illinois
$3.22M -$374K -3,940 -10%
TC
110
Taylor Cottrill
New Hampshire
$3.19M +$103K +1,080 +3%
SGCA
111
Steel Grove Capital Advisors
Tennessee
$3.08M -$759K -7,987 -20%
AI
112
Atria Investments
North Carolina
$3.01M +$44.4K +467 +1%
PP
113
Palladium Partners
Virginia
$2.93M -$179K -1,885 -6%
GT
114
Greenleaf Trust
Michigan
$2.91M -$678K -7,137 -19%
DBIA
115
Dumont & Blake Investment Advisors
New Jersey
$2.89M +$30.2K +318 +1%
PFP
116
Pinnacle Financial Partners
Tennessee
$2.86M +$883K +9,301 +45%
CFS
117
Community Financial System
New York
$2.84M -$31.6K -333 -1%
BA
118
BlackRock Advisors
Delaware
$2.83M -$729K -7,679 -20%
PIM
119
Penobscot Investment Management
Massachusetts
$2.82M -$10.8K -114 -0.4%
Barclays
120
Barclays
United Kingdom
$2.78M -$560K -5,896 -17%
BB
121
Bell Bank
North Dakota
$2.76M +$78K +821 +3%
UAS
122
United Asset Strategies
New York
$2.72M +$2.72M +28,577 New
ICAS
123
Investors Capital Advisory Services
Massachusetts
$2.68M +$299K +3,153 +13%
TWM
124
Torch Wealth Management
Ohio
$2.68M +$9.5K +100 +0.4%
SSB
125
Sandy Spring Bank
Maryland
$2.67M -$851K -8,960 -24%
3 4
5
6 7