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Alerian MLP ETF

563 hedge funds and large institutions have $3.26B invested in Alerian MLP ETF in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 212 increasing their positions, 181 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+23
Holders Change %
+4.26%
% of All Funds
8.98%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
62
Increased
212
Reduced
181
Closed
35
Calls
$43.3M
Puts
$41.7M
Net Calls
+$1.6M
Net Calls Change
-$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
526
Macroview Investment Management
Maryland
$13.2K +$253 +6 +2%
ADL
527
Asset Dedication LLC
California
$13K
ACA
528
Aptus Capital Advisors
Alabama
$13K +$13K +308 New
WOSD
529
WFA of San Diego
California
$12.7K
POIA
530
Pin Oak Investment Advisors
Texas
$12K
GEA
531
Glen Eagle Advisors
New Jersey
$11.7K +$1.52K +36 +15%
OC
532
Oakworth Capital
Alabama
$11K
BlackRock
533
BlackRock
New York
$10.8K
AF
534
Advisornet Financial
Minnesota
$10.7K
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$10.5K +$6.29K +149 +149%
SSWM
536
Sheets Smith Wealth Management
North Carolina
$10.2K +$10.2K +242 New
CFGS
537
Concourse Financial Group Securities
Alabama
$9.54K
TIM
538
Thompson Investment Management
Wisconsin
$8.15K
AF
539
Allworth Financial
California
$7.81K -$971 -23 -11%
SIS
540
Sound Income Strategies
Florida
$7.6K
MDCM
541
Morgan Dempsey Capital Management
Wisconsin
$7.51K
GJIA
542
Glass Jacobson Investment Advisors
Maryland
$7.22K
TRCT
543
Tower Research Capital (TRC)
New York
$7.17K -$27K -640 -79%
PCM
544
Penserra Capital Management
California
$7K +$7K +177 New
CWC
545
Carolinas Wealth Consulting
North Carolina
$6.77K -$18.6K -443 -73%
IBOK
546
Independence Bank of Kentucky
Kentucky
$6.75K
BCM
547
Blume Capital Management
California
$6.46K
VNIM
548
Vaughan Nelson Investment Management
Texas
$6K
AAP
549
Arax Advisory Partners
Colorado
$5.4K -$7.05K -167 -57%
IPW
550
Impact Partnership Wealth
Georgia
$4.64K