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Alerian MLP ETF

543 hedge funds and large institutions have $3.1B invested in Alerian MLP ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+11
Holders Change %
+2.07%
% of All Funds
8.69%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
68
Increased
194
Reduced
186
Closed
42
Calls
$43.3M
Puts
$34.2M
Net Calls
+$9.09M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
476
Worth Asset Management
Texas
$38.1K -$3.87K -100 -9%
S
477
SignatureFD
Georgia
$36.6K -$3.94K -102 -10%
AAG
478
Armstrong Advisory Group
Massachusetts
$35.1K +$3.87K +100 +12%
IGWM
479
ICA Group Wealth Management
Colorado
$34.8K
FCMT
480
Founders Capital Management (Texas)
Texas
$31K
CT
481
Colonial Trust
South Carolina
$30.6K
BWA
482
BDO Wealth Advisors
Florida
$30.3K -$94.6K -2,447 -76%
CG
483
Cutler Group
California
$30K -$476K -12,699 -94%
CWA
484
Clearview Wealth Advisors
Oregon
$30K +$309 +8 +1%
GWM
485
Geneos Wealth Management
Colorado
$29.6K -$3.9K -101 -12%
BC
486
Barrett & Company
Rhode Island
$29.2K
PFA
487
Pathway Financial Advisers
Indiana
$27.4K +$503 +13 +2%
UB
488
UMB Bank
Missouri
$26.9K +$11.5K +297 +74%
FFA
489
Farther Finance Advisors
California
$25.4K
CHC
490
City Holding Co
West Virginia
$24.7K
Commonwealth Equity Services
491
Commonwealth Equity Services
Massachusetts
$24.5K +$4.43K +114,612 +22%
GI
492
GS Investments
Minnesota
$23.2K
CCM
493
Chilton Capital Management
Texas
$23.2K +$23.2K +600 New
CWC
494
Carolinas Wealth Consulting
North Carolina
$22.8K +$425 +11 +2%
SCA
495
Stonebridge Capital Advisors
Minnesota
$22.4K -$6.18K -160 -22%
AA
496
Ancora Advisors
Ohio
$21.6K
AIC
497
Archer Investment Corporation
Indiana
$21K
AAP
498
Arax Advisory Partners
Colorado
$20.2K -$3.59K -93 -15%
FMP
499
Financial Management Professionals
Texas
$20K +$388 +10 +2%
Toronto Dominion Bank
500
Toronto Dominion Bank
Ontario, Canada
$19K