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Alerian MLP ETF

730 hedge funds and large institutions have $5B invested in Alerian MLP ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 329 increasing their positions, 203 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
526
Cahill Financial Advisors
Minnesota
$330K
EF
527
Envision Financial
Wisconsin
$328K
WIA
528
World Investment Advisors
California
$327K
KMWM
529
Keudell/Morrison Wealth Management
Oregon
$323K
DA
530
Dover Advisors
Virginia
$321K
MFGM
531
Marshall Financial Group (Maryland)
Maryland
$321K
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$315K
MWM
533
Meridian Wealth Management
Kentucky
$314K
NC
534
NBW Capital
Massachusetts
$313K
CAI
535
Capital Advisors Inc
Oklahoma
$311K
AOWM
536
Alpha Omega Wealth Management
Virginia
$310K
First Trust Advisors
537
First Trust Advisors
Illinois
$309K
LCM
538
Lazari Capital Management
California
$307K
CWM
539
Collaborative Wealth Management
Florida
$306K
GTAM
540
Global Trust Asset Management
Florida
$304K
HWM
541
HB Wealth Management
Georgia
$304K
NCM
542
Noesis Capital Mangement
Florida
$303K
MAG
543
Mayfair Advisory Group
Alabama
$301K
WTA
544
Washington Trust Advisors
Massachusetts
$300K
FWM
545
FFT Wealth Management
Pennsylvania
$297K
FA
546
Fountainhead AM
New Jersey
$296K
OCM
547
Objective Capital Management
Ohio
$294K
AEPWM
548
Atlantic Edge Private Wealth Management
Florida
$294K
MOS
549
MGO One Seven
Ohio
$293K
CWS
550
Cypress Wealth Services
California
$293K