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Alerian MLP ETF

540 hedge funds and large institutions have $2.97B invested in Alerian MLP ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
8.52%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
51
Increased
204
Reduced
182
Closed
48
Calls
$34.5M
Puts
$27M
Net Calls
+$7.48M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
501
Baker Avenue Asset Management
California
$13.4K +$13.4K +342 New
CFS
502
CGC Financial Services
Oregon
$12.7K +$12.7K +325 New
MIM
503
Macroview Investment Management
Maryland
$12K +$274 +7 +2%
ADL
504
Asset Dedication LLC
California
$12K
WP
505
WealthPLAN Partners
Nebraska
$11.8K +$11.8K +300 New
WOSD
506
WFA of San Diego
California
$11.8K +$11.8K +300 New
AAP
507
Arax Advisory Partners
Colorado
$11.6K -$8.95K -228 -44%
POIA
508
Pin Oak Investment Advisors
Texas
$11K
OC
509
Oakworth Capital
Alabama
$10.2K
FMTCOCP
510
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +250 New
BlackRock
511
BlackRock
New York
$10K
AF
512
Advisornet Financial
Minnesota
$9.92K
GEA
513
Glen Eagle Advisors
New Jersey
$9.42K -$508 -13 -5%
CFGS
514
Concourse Financial Group Securities
Alabama
$8.86K
AF
515
Allworth Financial
California
$8.16K +$4.59K +117 +129%
TIM
516
Thompson Investment Management
Wisconsin
$7.57K +$7.57K +193 New
SIS
517
Sound Income Strategies
Florida
$7.06K
CG
518
Cutler Group
California
$7K -$21K -600 -75%
MDCM
519
Morgan Dempsey Capital Management
Wisconsin
$6.98K
GJIA
520
Glass Jacobson Investment Advisors
Maryland
$6.71K +$6.71K +171 New
LTI
521
Laffer Tengler Investments
Tennessee
$6.67K -$87.7K -2,237 -93%
IBOK
522
Independence Bank of Kentucky
Kentucky
$6.27K
BCM
523
Blume Capital Management
California
$6K
VNIM
524
Vaughan Nelson Investment Management
Texas
$5K
IPW
525
Impact Partnership Wealth
Georgia
$4.31K +$4.31K +110 New