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Alerian MLP ETF

496 hedge funds and large institutions have $3.22B invested in Alerian MLP ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 173 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+24
Holders Change %
+5.08%
% of All Funds
7.85%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
82
Increased
173
Reduced
165
Closed
49
Calls
$57.5M
Puts
$29.3M
Net Calls
+$28.2M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
251
Dumont & Blake Investment Advisors
New Jersey
$623K -$5.09K -133 -0.8%
WCM
252
WealthBridge Capital Management
Ohio
$607K +$261K +6,813 +75%
CF
253
Centaurus Financial
California
$587K -$26.3K -687 -4%
WIA
254
World Investment Advisors
California
$584K +$244K +6,372 +72%
BAM
255
BTS Asset Management
Massachusetts
$583K +$9.5K +248 +2%
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$582K +$582K +15,185 New
SWA
257
Strategies Wealth Advisors
Michigan
$580K -$2.36M -61,494 -80%
KPWS
258
Kestra Private Wealth Services
Texas
$575K -$76.4K -1,994 -12%
SGCA
259
Steel Grove Capital Advisors
Tennessee
$569K -$498K -13,014 -47%
PIA
260
Powell Investment Advisors
Florida
$548K +$20.7K +539 +4%
CAN
261
Claraphi Advisory Network
United States
$543K +$543K +14,172 New
WAM
262
Walker Asset Management
Missouri
$540K +$2.37K +62 +0.4%
EWM
263
Endowment Wealth Management
Wisconsin
$536K -$232K -6,052 -30%
TIA
264
Tiemann Investment Advisors
California
$529K
MGIA
265
Moneta Group Investment Advisors
Missouri
$523K +$62.1K +1,621 +13%
FEG
266
Financial Enhancement Group
Indiana
$516K +$59.8K +1,560 +13%
CP
267
Castleview Partners
Texas
$511K -$30.8M -805,870 -98%
TI
268
Trexquant Investment
Connecticut
$509K -$643K -16,805 -56%
LSC
269
Logan Stone Capital
Illinois
$506K +$506K +13,202 New
EH
270
Equitable Holdings
New York
$502K -$4.16M -108,656 -89%
AA
271
Argent Advisors
Louisiana
$490K
HWA
272
HHM Wealth Advisors
Tennessee
$481K +$354K +9,235 +278%
OA
273
Operose Advisors
Wisconsin
$477K
AIM
274
Anchor Investment Management
South Carolina
$470K -$28.2K -736 -6%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$465K -$5.72M -147,697 -92%