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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 %
HC
426
Hara Capital
Washington
$269K +$269K +6,327 New
FWM
427
FFT Wealth Management
Pennsylvania
$268K
SIS
428
Sound Income Strategies
Florida
$268K +$261K +6,129 +3,405%
CWM
429
Collaborative Wealth Management
Florida
$267K +$1.28K +30 +0.5%
LCM
430
Lazari Capital Management
California
$267K
SCA
431
Snowden Capital Advisors
New York
$267K +$9.01K +212 +3%
PS
432
Principal Securities
Iowa
$267K +$267K +6,272 New
EWM
433
Edge Wealth Management
New York
$263K
P
434
&Partners
Tennessee
$263K +$263K +6,186 New
MOS
435
MGO One Seven
Ohio
$263K -$7.48K -176 -3%
WP
436
WealthSource Partners
California
$262K -$34K -800 -11%
NEWAS
437
N.E.W. Advisory Services
Wisconsin
$262K +$5.74K +135 +2%
RFA
438
Register Financial Advisors
Georgia
$261K +$49.1K +1,155 +23%
CRWM
439
Castle Rock Wealth Management
California
$259K +$259K +6,061 New
HWM
440
HB Wealth Management
Georgia
$259K
EWM
441
EPG Wealth Management
Georgia
$257K +$5.25K +121 +2%
CIAS
442
Capital Investment Advisory Services
North Carolina
$256K -$4.59K -108 -2%
Vontobel Holding
443
Vontobel Holding
Switzerland
$255K
DWA
444
Douglass Winthrop Advisors
New York
$255K +$42.5K +1,000 +20%
EFG
445
Ethos Financial Group
Pennsylvania
$255K
FIM
446
Fernwood Investment Management
Massachusetts
$253K +$253K +5,953 New
RPGK
447
Retirement Planning Group (Kansas)
Kansas
$251K -$5.49K -129 -2%
WA
448
Waddell & Associates
Tennessee
$251K -$19.1K -450 -7%
CHJWM
449
Carlton Hofferkamp & Jenks Wealth Management
Texas
$251K
GHAM
450
Gilman Hill Asset Management
Connecticut
$250K