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Alerian MLP ETF

442 hedge funds and large institutions have $2.19B invested in Alerian MLP ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 142 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-33
Holders Change %
-6.95%
% of All Funds
7.76%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
37
Increased
160
Reduced
142
Closed
59
Calls
$89.7M
Puts
$118M
Net Calls
-$28.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
251
BTS Asset Management
Massachusetts
$397K +$397K +11,913 New
MAFM
252
Mid Atlantic Financial Management
Pennsylvania
$393K +$2.3K +69 +0.6%
SWM
253
SeaCrest Wealth Management
New York
$392K -$2.6K -78 -0.7%
CCM
254
Condor Capital Management
New Jersey
$389K +$11K +331 +3%
SMC
255
Smith, Moore & Co
Missouri
$381K -$3.03K -91 -0.8%
SWM
256
Spire Wealth Management
Virginia
$377K +$255K +7,653 +210%
GWM
257
Greenwich Wealth Management
Connecticut
$375K -$5.83K -175 -2%
IC
258
Intersect Capital
California
$374K -$2.74K -82 -0.7%
CG
259
Cutler Group
California
$366K +$366K +10,997 New
ZIM
260
Zacks Investment Management
Illinois
$365K
BRWA
261
B. Riley Wealth Advisors
Florida
$362K +$68.4K +2,048 +23%
WB
262
WesBanco Bank
West Virginia
$350K -$55.5K -1,665 -14%
AUB
263
Atlantic Union Bankshares
Virginia
$349K -$215K -6,440 -38%
SC
264
Solstein Capital
California
$349K +$316K +9,485 +954%
FEG
265
Financial Enhancement Group
Indiana
$348K +$104K +3,127 +43%
LWM
266
Laidlaw Wealth Management
New York
$347K
HCMT
267
Highland Capital Management (Tennessee)
Tennessee
$337K -$2K -60 -0.6%
Millennium Management
268
Millennium Management
New York
$337K +$337K +10,100 New
SAM
269
Securian Asset Management
Minnesota
$333K
BB
270
Bell Bank
North Dakota
$330K -$26.3K -790 -7%
ICG
271
InterOcean Capital Group
Tennessee
$329K -$5.33K -160 -2%
Cerity Partners
272
Cerity Partners
New York
$326K -$123K -3,700 -27%
OAM
273
Oppenheimer Asset Management
New York
$321K +$19.3K +579 +6%
TSS
274
Two Sigma Securities
New York
$320K +$320K +9,599 New
TI
275
Tidal Investments
Wisconsin
$319K -$1.37M -41,035 -81%