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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
William Blair & Company
26
William Blair & Company
Illinois
$24.7M -$228K -4,716 -0.9%
PCP
27
Proficio Capital Partners
Massachusetts
$24.1M -$138M -2,856,939 -85%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$23.8M +$4.94M +102,101 +25%
SERBOO
29
School Employees Retirement Board of Ohio
Ohio
$23.8M
NA
30
NewEdge Advisors
Louisiana
$22.3M +$1.48M +30,644 +7%
Nomura Asset Management
31
Nomura Asset Management
Japan
$22M -$2.79M -57,600 -11%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$20.5M -$143K -2,963 -0.7%
CL
33
Choreo LLC
Illinois
$19.7M +$269K +5,572 +1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$19.2M -$787K -16,273 -4%
FAT
35
First American Trust
California
$17.6M -$291K -6,025 -2%
AWM
36
Aprio Wealth Management
Georgia
$16.9M +$2.33M +48,262 +15%
SFS
37
Searcy Financial Services
Kansas
$16.5M +$574K +11,868 +3%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$16.3M +$867K +17,931 +5%
FIM
39
FWL Investment Management
Texas
$16M +$4.24M +87,702 +35%
EA
40
Enclave Advisors
Texas
$15.7M +$16.1K +332 +0.1%
SFWA
41
Summit Financial Wealth Advisors
Louisiana
$15.6M +$313K +6,482 +2%
AWM
42
Allen Wealth Management
North Carolina
$15.5M +$397K +8,208 +3%
SPC
43
Spirepoint Private Client
Florida
$15.3M +$792K +16,380 +5%
DADC
44
D.A. Davidson & Co
Montana
$15M +$4.36M +90,208 +39%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$15M +$1.66M +34,432 +12%
CCA
46
Checchi Capital Advisers
California
$15M +$1.83M +37,847 +13%
PFS
47
Prospera Financial Services
Texas
$14.9M -$1.13M -23,425 -7%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$14.7M +$1.91M +39,420 +14%
RCI
49
RS Crum Inc
California
$14.7M +$356K +7,358 +2%
TA
50
Tectonic Advisors
Texas
$14M +$719K +14,872 +5%