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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 %
FCI
201
Financial Counselors Inc
Kansas
$975K – – –
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$950K -$1.86M -19,600 -66%
SAM
203
Securian Asset Management
Minnesota
$950K – – –
TCM
204
Telos Capital Management
California
$930K -$13.9K -146 -1%
Mariner
205
Mariner
Kansas
$915K +$9.5K +100 +1%
YP
206
Yellowstone Partners
Idaho
$912K +$31.4K +331 +4%
FMC
207
First Merchants Corp
Indiana
$912K +$65.6K +690 +8%
VFS
208
VSR Financial Services
Kansas
$910K +$219K +2,304 +32%
FANJ
209
Financial Architects (New Jersey)
New Jersey
$909K -$46.8K -493 -5%
SI
210
Sprott Inc
Ontario, Canada
$901K +$479K +5,040 +113%
GI
211
Gradient Investments
Minnesota
$892K +$356K +3,741 +66%
SCA
212
Stonebridge Capital Advisors
Minnesota
$886K +$90.8K +956 +11%
CWM
213
Concert Wealth Management
California
$866K +$15.5K +168 +2%
RJT
214
Raymond James Trust
Florida
$859K +$13.3K +140 +2%
NFG
215
Next Financial Group
Texas
$855K +$855K +9,419 New
V
216
Veritable
Delaware
$843K -$285K -3,006 -25%
OIA
217
Optimum Investment Advisors
Illinois
$828K +$206K +2,164 +33%
FF
218
Friedenthal Financial
New Jersey
$827K -$9.07M -95,430 -92%
HPBT
219
High Point Bank & Trust
North Carolina
$814K +$83.7K +881 +11%
AWA
220
Arete Wealth Advisors
Illinois
$774K +$774K +8,142 New
CL
221
Choreo LLC
Illinois
$758K +$496K +5,218 +189%
VV
222
Verity & Verity
South Carolina
$753K +$39.4K +414 +6%
William Blair & Company
223
William Blair & Company
Illinois
$749K +$154K +1,624 +26%
CNB
224
City National Bank
California
$742K +$288K +3,038 +64%
DG
225
Davidson & Garrard
Virginia
$735K +$9.5K +100 +1%
7 8
9
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