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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 %
DA
126
Dunvegan Associates
California
$2.66M – – –
MLL
127
Moody Lynn & Lieberson
Massachusetts
$2.64M +$244K +2,565 +10%
FFS
128
Founders Financial Securities
Maryland
$2.58M +$74.6K +785 +3%
BPB
129
Badgley, Phelps & Bell
Washington
$2.55M +$51.4K +541 +2%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$2.55M +$81.5K +858 +3%
GCA
131
Greenwood Capital Associates
South Carolina
$2.47M +$134K +1,415 +6%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$2.45M -$39.7K -418 -2%
1SB
133
1ST Source Bank
Indiana
$2.4M +$268K +2,818 +13%
SAM
134
Shamrock Asset Management
Texas
$2.38M -$91.9K -968 -4%
CAL
135
Capital Advisors Ltd
Ohio
$2.35M +$66.4K +699 +3%
SAM
136
SignalPoint Asset Management
Missouri
$2.33M +$110K +1,154 +5%
RBCM
137
Raub Brock Capital Management
California
$2.33M +$400K +4,212 +21%
CT
138
Cambridge Trust
Massachusetts
$2.26M +$107K +1,128 +5%
11A
139
10-15 Associates
New York
$2.18M +$38.7K +408 +2%
PAMG
140
Patton Albertson Miller Group
Tennessee
$2.13M +$107K +1,136 +5%
1IA
141
1834 Investment Advisors
Wisconsin
$2.12M +$115K +1,214 +6%
OC
142
Oppenheimer & Co
New York
$2.11M +$945K +9,951 +81%
CONA
143
Capital One National Association
New York
$2.06M -$143K -1,506 -7%
PAG
144
Private Advisor Group
New Jersey
$2.03M +$387K +4,075 +24%
KFS
145
KMS Financial Services
Washington
$2.03M +$18.6K +196 +0.9%
PI
146
Placemark Investments
Illinois
$1.99M +$369K +3,888 +23%
KA
147
Kovack Advisors
Florida
$1.98M +$1.13M +11,938 +133%
ADBIC
148
A.D. Beadell Investment Counsel
Wisconsin
$1.98M +$95 +1 +0%
LTI
149
Laffer Tengler Investments
Tennessee
$1.94M +$93.3K +982 +5%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$1.92M -$893K -9,397 -32%
4 5
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