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Alerian MLP ETF

725 hedge funds and large institutions have $4.95B invested in Alerian MLP ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 203 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
9.72%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.3%
New
68
Increased
325
Reduced
203
Closed
59
Calls
$30.9M
Puts
$19.5M
Net Calls
+$11.4M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWMGO
226
Capstone Wealth Management Group (Oregon)
Oregon
$1.89M +$1.89M +38,625 New
KWA
227
Kingswood Wealth Advisors
California
$1.89M +$233K +4,775 +14%
PTC
228
Philadelphia Trust Company
Pennsylvania
$1.88M -$76.2K -1,559 -4%
Franklin Resources
229
Franklin Resources
California
$1.87M +$58.5K +1,198 +3%
CAM
230
Covenant Asset Management
New Jersey
$1.86M +$33.9K +693 +2%
OFA
231
Oak Family Advisors
Illinois
$1.85M +$3.23K +66 +0.2%
PFT
232
Providence First Trust
Arizona
$1.85M -$977 -20 -0.1%
AI
233
AXS Investments
New York
$1.84M +$408K +8,352 +28%
PAS
234
Park Avenue Securities
New York
$1.79M +$111K +2,275 +7%
Invesco
235
Invesco
Georgia
$1.77M -$119K -2,441 -6%
HWA
236
Heartwood Wealth Advisors
Virginia
$1.75M -$1.29M -26,315 -42%
HA
237
HC Advisors
Georgia
$1.73M +$1.73M +35,479 New
EIP
238
Easterly Investment Partners
Massachusetts
$1.73M
BAAM
239
Baker Avenue Asset Management
California
$1.7M +$1.7M +34,795 New
HWM
240
HFG Wealth Management
Texas
$1.68M -$55.2K -1,062 -3%
ACP
241
Aviance Capital Partners
Florida
$1.63M -$74K -1,514 -4%
ISL
242
Ingalls & Snyder LLC
New York
$1.62M +$259K +5,300 +19%
PTC
243
Private Trust Company
Ohio
$1.6M -$150K -3,068 -9%
CAM
244
Cresset Asset Management
Illinois
$1.59M +$1.15M +23,464 +257%
PGF
245
Plan Group Financial
Oklahoma
$1.59M +$1.59M +32,572 New
WIM
246
Westside Investment Management
California
$1.59M +$292K +5,982 +22%
DWP
247
Daymark Wealth Partners
Ohio
$1.59M +$53.7K +1,099 +3%
FFS
248
Founders Financial Securities
Maryland
$1.59M -$111K -2,274 -7%
HWA
249
HCR Wealth Advisors
California
$1.58M -$11.9K -244 -0.7%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$1.52M +$7.28K +149 +0.5%