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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 %
ACM
151
Alpha Capital Management
Texas
$1.88M +$739K +7,778 +65%
CAN
152
Cetera Advisor Networks
California
$1.84M +$238K +2,499 +15%
MBT
153
Montecito Bank & Trust
California
$1.83M -$101K -1,059 -5%
OCM
154
Orleans Capital Management
Louisiana
$1.8M +$364K +3,830 +25%
WTC
155
WhitTier Trust Company
Nevada
$1.79M +$24.7K +260 +1%
RIA
156
Regal Investment Advisors
Michigan
$1.77M -$35.8K -377 -2%
ICOA
157
Investment Centers of America
North Dakota
$1.74M -$740K -7,757 -30%
ACM
158
Avalon Capital Management
California
$1.73M +$4.56K +48 +0.3%
GCM
159
Grisanti Capital Management
New York
$1.73M +$2K +21 +0.1%
GAM
160
Gould Asset Management
California
$1.73M +$32.7K +344 +2%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1.72M -$1.81M -19,012 -51%
FHA
162
First Horizon Advisors
Tennessee
$1.7M +$75.3K +794 +5%
NPC
163
National Planning Corporation
California
$1.68M +$178K +1,878 +12%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$1.68M -$14.3K -151 -0.8%
US Bancorp
165
US Bancorp
Minnesota
$1.66M +$117K +1,228 +8%
SF
166
Synovus Financial
Georgia
$1.62M – – –
BFS
167
Bradley Foster & Sargent
Connecticut
$1.58M +$61.9K +651 +4%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$1.55M -$2.61M -27,476 -63%
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
$1.5M +$50.2K +529 +3%
LWI
170
Long Wharf Investors
Massachusetts
$1.43M +$106K +1,119 +8%
AA
171
Alesco Advisors
New York
$1.37M +$1.37M +14,433 New
PLFAM
172
Pineno Levin & Ford Asset Management
Virginia
$1.37M +$38.5K +405 +3%
AHC
173
Adell Harriman & Carpenter
Texas
$1.36M +$13.3K +140 +1%
PWM
174
Patriot Wealth Management
Texas
$1.36M -$196K -2,059 -13%
HFS
175
HL Financial Services
Kentucky
$1.36M +$7.41K +78 +0.5%
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