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Alerian MLP ETF

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
276
Bradley Foster & Sargent
Connecticut
$590K
NWM
277
Northwest Wealth Management
Iowa
$581K -$29.9K -762 -5%
OBWG
278
Onyx Bridge Wealth Group
New York
$578K +$16.5K +421 +3%
JIP
279
Jaffetilchin Investment Partners
Florida
$571K -$264K -6,739 -32%
JWM
280
Jeppson Wealth Management
California
$568K +$49.2K +1,254 +9%
KWM
281
Keebeck Wealth Management
Illinois
$563K +$202K +5,155 +56%
FPCP
282
Fort Point Capital Partners
California
$556K -$82.4K -2,101 -13%
BMCM
283
Black Maple Capital Management
Wisconsin
$546K
BAM
284
BTS Asset Management
Massachusetts
$546K -$12.9K -329 -2%
AA
285
Argent Advisors
Louisiana
$540K +$19.6K +500 +4%
FH
286
FWG Holdings
Florida
$533K +$39.3K +953 +8%
NFG
287
Nations Financial Group
Iowa
$522K +$92.7K +2,363 +22%
CANY
288
Caxton Associates (New York)
New York
$519K
WAM
289
Walker Asset Management
Missouri
$518K -$3.96K -101 -0.8%
AWE
290
Avidian Wealth Enterprises
Texas
$514K +$44.2K +1,128 +9%
GWP
291
Gateway Wealth Partners
Wisconsin
$512K -$24.3K -619 -5%
WE
292
Wealth Effects
Massachusetts
$502K +$15.5K +395 +3%
PAS
293
Park Avenue Securities
New York
$490K -$161K -4,097 -25%
BAWC
294
Boyce & Associates Wealth Consulting
Texas
$489K -$351K -8,946 -42%
GLA
295
Good Life Advisors
Pennsylvania
$484K +$137K +3,494 +40%
CCM
296
Crabel Capital Management
California
$480K -$57.5K -1,465 -11%
CW
297
CreativeOne Wealth
Kansas
$480K -$47.5K -1,213 -9%
MA
298
MBA Advisors
Pennsylvania
$479K +$23.5K +600 +5%
WA
299
WealthTrust Axiom
Pennsylvania
$472K -$10.4K -264 -2%
SMC
300
Smith, Moore & Co
Missouri
$468K +$11.9K +303 +3%