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Alerian MLP ETF

607 hedge funds and large institutions have $3.83B invested in Alerian MLP ETF in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 232 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+44
Holders Change %
+7.82%
% of All Funds
8.9%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
92
Increased
232
Reduced
185
Closed
37
Calls
$20.7M
Puts
$28M
Net Calls
-$7.31M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
401
Evexia Wealth
Wisconsin
$331K +$331K +7,459 New
KFGK
402
Keystone Financial Group (Kentucky)
Kentucky
$326K
SS
403
Sunbelt Securities
Texas
$326K +$8.5K +200 +3%
AOWM
404
Alpha Omega Wealth Management
Virginia
$326K -$2.68K -63 -0.8%
IWM
405
IHT Wealth Management
Illinois
$324K +$68.3K +1,606 +27%
VCM
406
Virtue Capital Management
Tennessee
$324K +$46K +1,074 +17%
TIA
407
Tiemann Investment Advisors
California
$323K -$76.5K -1,800 -19%
SAG
408
Spotlight Asset Group
Illinois
$317K
KWA
409
Kingswood Wealth Advisors
California
$314K +$314K +7,390 New
SWM
410
Spire Wealth Management
Virginia
$313K -$37.9K -893 -11%
KA
411
Kercheville Advisors
Texas
$308K
SFA
412
Sequoia Financial Advisors
Ohio
$306K +$808 +19 +0.3%
BEI
413
Benjamin Edwards Inc
Missouri
$306K -$14.2K -334 -4%
BAM
414
BTS Asset Management
Massachusetts
$306K -$286K -6,727 -48%
FIM
415
Freedom Investment Management
Connecticut
$305K +$18.8K +441 +7%
VWA
416
Visionary Wealth Advisors
Illinois
$299K -$16.1K -379 -5%
PA
417
Pinnacle Associates
New York
$297K -$46.3K -1,089 -14%
Franklin Resources
418
Franklin Resources
California
$289K
DI
419
DFPG Investments
Utah
$285K +$3.01K +70 +1%
IWN
420
Independent Wealth Network
Iowa
$284K -$16.3K -384 -5%
SIAS
421
Summit Investment Advisory Services
Minnesota
$284K +$3.87K +91 +1%
FFG
422
Fortem Financial Group
California
$279K
FSA
423
Financial Sense Advisors
California
$277K -$98.1K -2,308 -26%
WSCM
424
Wellington Shields Capital Management
New York
$273K +$43 +1 +0%
WS
425
Wedbush Securities
California
$272K -$159K -3,749 -37%