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Alerian MLP ETF

472 hedge funds and large institutions have $2.36B invested in Alerian MLP ETF in 2021 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 143 increasing their positions, 160 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
+30
Holders Change %
+6.79%
% of All Funds
7.29%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
94
Increased
143
Reduced
160
Closed
60
Calls
$96.2M
Puts
$127M
Net Calls
-$31.1M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
426
TrustCore Financial Services
Tennessee
$13K
AW
427
Avion Wealth
Texas
$13K
UB
428
UMB Bank
Missouri
$13K +$13K +400 New
TWM
429
Tradition Wealth Management
Minnesota
$11K -$12.1K -370 -52%
AF
430
Advisornet Financial
Minnesota
$10K -$95.1K -2,825 -90%
BHWM
431
Beaird Harris Wealth Management
Texas
$10K +$10K +300 New
OC
432
Oakworth Capital
Alabama
$9K
MIM
433
Macroview Investment Management
Maryland
$9K +$198 +6 +2%
MRC
434
Millburn Ridgefield Corp
New York
$8K -$121K -3,823 -94%
CWP
435
Concord Wealth Partners
Virginia
$8K +$8K +229 New
HNWAG
436
High Net Worth Advisory Group
Florida
$8K +$8K +240 New
Jones Financial Companies
437
Jones Financial Companies
Missouri
$8K +$8K +253 New
MWM
438
Mascoma Wealth Management
New Hampshire
$7K -$2.81K -92 -29%
BFC
439
Bedel Financial Consulting
Indiana
$7K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$7K +$7K +200 New
LPWM
441
Lake Point Wealth Management
Texas
$7K +$7K +200 New
WB
442
West Bancorporation
Iowa
$7K +$7K +200 New
CMBA
443
C.M. Bidwell & Associates
Hawaii
$6K
SIS
444
Sound Income Strategies
Florida
$6K
WT
445
Whittier Trust
California
$6K
RIM
446
Rockbridge Investment Management
New York
$5K -$567 -16 -10%
AIP
447
Ameritas Investment Partners
Nebraska
$5K
BCM
448
Blume Capital Management
California
$5K
IBOK
449
Independence Bank of Kentucky
Kentucky
$5K
VNIM
450
Vaughan Nelson Investment Management
Texas
$5K