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Alerian MLP ETF

433 hedge funds and large institutions have $3.28B invested in Alerian MLP ETF in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 194 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
-28
Holders Change %
-6.07%
% of All Funds
11.56%
Holding in Top 10
22
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-26.67%
% of All Funds
0.59%
New
54
Increased
128
Reduced
194
Closed
75
Calls
$51.1M
Puts
$22.8M
Net Calls
+$28.3M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
176
Gupta Wealth Management
California
$1.05M +$459K +8,414 +78%
AL
177
Agran Libbie
California
$1.05M +$55.9K +1,024 +6%
HCMT
178
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$40.5K +742 +4%
ICAS
179
Investors Capital Advisory Services
Massachusetts
$1.03M +$77.1K +1,413 +8%
FSA
180
Financial Sense Advisors
California
$995K +$194K +3,548 +24%
WA
181
WFG Advisors
Texas
$990K -$55.8K -1,021 -5%
EFS
182
Essex Financial Services
Connecticut
$989K -$94.2K -1,726 -9%
UR
183
USCA RIA
Texas
$983K +$64K +1,172 +7%
CAL
184
Capital Advisors Ltd
Ohio
$978K +$18.2K +334 +2%
SSB
185
Sandy Spring Bank
Maryland
$974K -$188K -3,447 -16%
MIAN
186
Mariner Independent Advisor Network
Kansas
$973K +$973K +17,823 New
HH
187
Hilltop Holdings
Texas
$956K -$145K -2,659 -13%
FHA
188
First Horizon Advisors
Tennessee
$938K +$24.7K +450 +3%
CC
189
Callan Capital
California
$926K +$698K +12,787 +307%
PMG
190
ProVise Management Group
Florida
$906K -$277K -5,066 -23%
CPO
191
Cerity Partners OCIO
New York
$898K -$495K -9,065 -36%
William Blair & Company
192
William Blair & Company
Illinois
$872K -$69.4K -1,271 -7%
CC
193
Courier Capital
New York
$864K +$88.6K +1,622 +11%
WA
194
WealthTrust Axiom
Pennsylvania
$856K -$546 -10 -0.1%
ACM
195
Akanthos Capital Management
California
$850K -$2.43M -44,440 -74%
DADC
196
D.A. Davidson & Co
Montana
$845K +$396K +7,271 +88%
PGFC
197
Peapack-Gladstone Financial Corp
New Jersey
$831K -$338K -6,197 -29%
RWA
198
Ropes Wealth Advisors
Massachusetts
$798K
First Trust Advisors
199
First Trust Advisors
Illinois
$784K +$784K +14,353 New
BWM
200
Baystate Wealth Management
Massachusetts
$777K +$777K +14,235 New