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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 %
COCM
351
Charter Oak Capital Management
New Hampshire
$101K
HWA
352
HHM Wealth Advisors
Tennessee
$101K +$3.8K +125 +4%
RG
353
Retirement Group
California
$92K -$12.1K -398 -12%
DI
354
Disciplined Investments
Oklahoma
$84K -$12.3K -401 -13%
CI
355
Cordant Inc
Oregon
$76K +$76K +2,490 New
WTC
356
WhitTier Trust Company
Nevada
$71K
NFG
357
Next Financial Group
Texas
$70K -$2.03K -67 -3%
SWM
358
Spire Wealth Management
Virginia
$64K +$64K +2,110 New
CC
359
Cassaday & Co
Virginia
$63K -$3.08K -101 -5%
CHA
360
Carmichael Hill & Associates
Maryland
$60K +$458 +15 +0.8%
RCA
361
Ranch Capital Advisors
Florida
$54K
Fidelity Investments
362
Fidelity Investments
Massachusetts
$49K -$14.5K -476 -23%
MRCM
363
M&R Capital Management
New Jersey
$47K
BWM
364
Baystate Wealth Management
Massachusetts
$47K +$47K +1,535 New
TNB
365
Thomasville National Bank
Georgia
$47K +$47K +13,573 New
HCP
366
Hexagon Capital Partners
Arkansas
$45K +$660 +22 +1%
JCM
367
Jacobi Capital Management
Pennsylvania
$43K -$3.88K -128 -8%
CC
368
Centiva Capital
New York
$42K +$42K +53,600 New
US Bancorp
369
US Bancorp
Minnesota
$41K +$883 +29 +2%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$41K +$41K +1,357 New
HIM
371
Hillsdale Investment Management
Ontario, Canada
$40K -$82.5K -2,680 -67%
KPCM
372
Kings Point Capital Management
New York
$40K
AWM
373
Atticus Wealth Management
Florida
$40K +$24.6K +800 +160%
EP
374
Eudaimonia Partners
Tennessee
$38K
AA
375
Ancora Advisors
Ohio
$37K