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Alerian MLP ETF

638 hedge funds and large institutions have $3.95B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 192 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+31
Holders Change %
+5.11%
% of All Funds
9.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
192
Closed
42
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
551
Carmichael Hill & Associates
Maryland
$87.4K +$807 +17 +0.9%
AWM
552
Atticus Wealth Management
Florida
$76K +$332 +7 +0.4%
FFA
553
Farther Finance Advisors
California
$74.6K -$8.88K -187 -11%
KSWA
554
Kathleen S. Wright Associates
Pennsylvania
$73.4K
AA
555
Ancora Advisors
Ohio
$72.8K +$902 +19 +1%
CTA
556
Colonial Trust Advisors
South Carolina
$71K
EBA
557
Eagle Bay Advisors
New York
$64.3K +$1.28K +27 +2%
PGAM
558
Princeton Global Asset Management
New Jersey
$64.1K
CNBTD
559
Citizens National Bank Trust Department
Mississippi
$59.8K -$19K -400 -24%
FF
560
Friedenthal Financial
New Jersey
$59.2K -$759 -16 -1%
BBHC
561
Brown Brothers Harriman & Co
New York
$59.2K
SFFS
562
Stonehage Fleming Financial Services
Jersey
$58K +$58K +1,500 New
CSC
563
Caldwell Sutter Capital
California
$54K -$29.9K -629 -36%
RIL
564
Rothschild Investment LLC
Illinois
$52K
IFAM
565
Institutional & Family Asset Management
Colorado
$51.1K +$997 +21 +2%
BCM
566
Barometer Capital Management
Ontario, Canada
$47.8K -$555K -11,840 -92%
OIA
567
Optimum Investment Advisors
Illinois
$47.5K
SSG
568
Summit Securities Group
New York
$47K +$47K +1,000 New
FGAM
569
Financial Gravity Asset Management
Texas
$45.3K -$609K -14,062 -93%
IGWM
570
ICA Group Wealth Management
Colorado
$42.8K
RFG
571
REAP Financial Group
Texas
$39.7K +$39.7K +836 New
FUBT
572
First United Bank & Trust
Maryland
$39.6K
GWM
573
Geneos Wealth Management
Colorado
$39.2K -$2.9K -61 -7%
FCMT
574
Founders Capital Management (Texas)
Texas
$38.3K
CT
575
Colonial Trust
South Carolina
$37.5K