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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 %
OIA
401
Optimum Investment Advisors
Illinois
$13K -$18.9K -580 -59%
AW
402
Avion Wealth
Texas
$13K
TFS
403
TrustCore Financial Services
Tennessee
$13K
WQ
404
Wealth Quarterback
New Jersey
$11K +$252 +7 +2%
MWM
405
Mascoma Wealth Management
New Hampshire
$11K +$11K +321 New
BCWM
406
Bartlett & Co Wealth Management
Ohio
$9.03K
OC
407
Oakworth Capital
Alabama
$9K
BC
408
Bartlett & Co
Ohio
$9K
MIM
409
Macroview Investment Management
Maryland
$9K +$202 +6 +2%
BFC
410
Bedel Financial Consulting
Indiana
$7K
CMBA
411
C.M. Bidwell & Associates
Hawaii
$6K
SIS
412
Sound Income Strategies
Florida
$6K
WT
413
Whittier Trust
California
$6K +$6K +170 New
VNIM
414
Vaughan Nelson Investment Management
Texas
$5K
AIP
415
Ameritas Investment Partners
Nebraska
$5K
BCM
416
Blume Capital Management
California
$5K
IBOK
417
Independence Bank of Kentucky
Kentucky
$5K
RIM
418
Rockbridge Investment Management
New York
$5K
TRCT
419
Tower Research Capital (TRC)
New York
$5K +$5K +155 New
GLLW
420
Graves Light Lenhart Wealth
Virginia
$4K
AWM
421
Avior Wealth Management
Nebraska
$4K
DMK
422
David M. Knott
$4K
SBL
423
Sargent Bickham Lagudis
Colorado
$3K -$198K -5,475 -99%
JPLA
424
Joseph P. Lucia & Associates
New York
$3K
BlackRock
425
BlackRock
New York
$3K