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Alerian MLP ETF

730 hedge funds and large institutions have $4.92B invested in Alerian MLP ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 195 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 195

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

2% less capital invested

Capital invested by funds: $5.03B → $4.92B (-$109M)

1% less funds holding

Funds holding: 739730 (-9)

1.86% less ownership

Funds ownership: 49.6%47.74% (-1.9%)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
730
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
9.58%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
65
Increased
348
Reduced
195
Closed
57
Calls
$16.9M
Puts
$19.2M
Net Calls
-$2.33M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
426
Brookstone Capital Management
Illinois
$565K -$200K -4,145 -26%
NFG
427
Nations Financial Group
Iowa
$561K -$49.8K -1,030 -8%
IAA
428
Independent Advisor Alliance
North Carolina
$556K +$4.88K +101 +0.9%
BHBT
429
Burke & Herbert Bank & Trust
Virginia
$555K
FH
430
FWG Holdings
Florida
$554K +$129K +2,662 +29%
WAM
431
Walker Asset Management
Missouri
$550K -$2.32K -48 -0.4%
EWM
432
Edge Wealth Management
New York
$550K +$58.6K +1,211 +12%
AWMS
433
Advocacy Wealth Management Services
Georgia
$543K +$43.3K +896 +8%
SWP
434
Strategic Wealth Partners
Ohio
$543K +$36.3K +750 +7%
WAS
435
Wealth Advisory Solutions
Indiana
$540K
RFA
436
Register Financial Advisors
Georgia
$531K +$1.55K +32 +0.3%
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$525K +$1.98K +41 +0.4%
HC
438
Hurley Capital
New York
$524K +$267K +5,521 +98%
AAG
439
Armstrong Advisory Group
Massachusetts
$519K -$169K -3,500 -24%
NAMNJ
440
NorthStar Asset Management (New Jersey)
New Jersey
$515K -$13.3K -276 -2%
ZIM
441
Zacks Investment Management
Illinois
$513K
ACM
442
Allred Capital Management
Texas
$513K +$30.5K +630 +6%
CGH
443
Crossmark Global Holdings
Texas
$512K +$26.8K +555 +5%
SKK
444
Shepherd Kaplan Krochuk
Massachusetts
$510K +$11.5K +237 +2%
EFMC
445
Empire Financial Management Company
New York
$507K
OFO
446
OneAscent Family Office
Alabama
$506K +$521K +10,775 New
FG
447
Fiduciary Group
Georgia
$504K
DWA
448
Douglass Winthrop Advisors
New York
$504K +$36.3K +750 +8%
CRC
449
Curi RMB Capital
Illinois
$502K -$48.5K -1,002 -9%
EFG
450
Ethos Financial Group
Pennsylvania
$502K -$86.8K -1,796 -14%