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Alerian MLP ETF

455 hedge funds and large institutions have $2.26B invested in Alerian MLP ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 156 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+27
Holders Change %
+6.31%
% of All Funds
8.01%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
81
Increased
156
Reduced
146
Closed
51
Calls
$261M
Puts
$93.3M
Net Calls
+$167M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
301
Dynamic Advisor Solutions
Arizona
$255K -$2.62K -86 -1%
GHAM
302
Gilman Hill Asset Management
Connecticut
$251K -$19.8K -650 -7%
FAT
303
First American Trust
California
$251K -$12K -394 -5%
CCM
304
Coldstream Capital Management
Washington
$248K
SEP
305
Southland Equity Partners
Missouri
$245K -$80.2K -2,630 -25%
BAM
306
Belpointe Asset Management
Nevada
$243K +$243K +7,984 New
MOS
307
MGO One Seven
Ohio
$243K +$243K +7,994 New
UR
308
USCA RIA
Texas
$241K +$241K +7,911 New
TPWA
309
TRUE Private Wealth Advisors
Oregon
$237K -$5.68K -186 -2%
WCM
310
WealthBridge Capital Management
Ohio
$235K +$235K +7,713 New
CAL
311
Capital Advisors Ltd
Ohio
$231K +$2.29K +75 +1%
GAM
312
Griffin Asset Management
New York
$231K +$231K +7,578 New
ST
313
Sabal Trust
Florida
$230K +$230K +7,535 New
MAG
314
Mayfair Advisory Group
Alabama
$228K +$228K +7,331 New
CWM
315
Collaborative Wealth Management
Florida
$227K +$227K +5,922 New
CGH
316
CMG Global Holdings
Texas
$226K +$226K +7,394 New
PP
317
Patten & Patten
Tennessee
$223K -$29.6K -970 -12%
MWM
318
Mission Wealth Management
California
$222K -$21.4K -700 -9%
RT
319
Rockland Trust
Massachusetts
$219K +$219K +7,190 New
MIM
320
Moseley Investment Management
Florida
$216K +$216K +7,067 New
PA
321
Parallel Advisors
California
$215K
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$213K +$24.9K +818 +13%
CA
323
Calton & Associates
Florida
$213K +$213K +6,973 New
SFS
324
Sowell Financial Services
Arkansas
$207K +$80.6K +2,377 +64%
PA
325
PSI Advisors
Florida
$205K +$205K +6,726 New