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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 %
SWM
576
Sanctuary Wealth Management
Idaho
$36.1K
CAL
577
Capital Analysts LLC
Pennsylvania
$36K +$16.8K +355 +88%
AAG
578
Armstrong Advisory Group
Massachusetts
$34.4K
CCM
579
Chilton Capital Management
Texas
$28.5K
GI
580
GS Investments
Minnesota
$28.5K
AW
581
Avion Wealth
Texas
$27K
FMP
582
Financial Management Professionals
Texas
$27K +$530 +11 +2%
Russell Investments Group
583
Russell Investments Group
United Kingdom
$27K +$27K +568 New
AIC
584
Archer Investment Corporation
Indiana
$25.8K
Walleye Trading
585
Walleye Trading
New York
$23.7K +$23.7K +500 New
CHC
586
City Holding Co
West Virginia
$23.7K -$6.64K -140 -22%
PCWA
587
Pacific Capital Wealth Advisors
California
$20.5K
ME
588
McIlrath & Eck
Washington
$19.1K
UB
589
UMB Bank
Missouri
$19K
LCM
590
Logan Capital Management
Pennsylvania
$19K
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
$18.9K
MRCM
592
M&R Capital Management
New Jersey
$17.7K
CFGS
593
Concourse Financial Group Securities
Alabama
$15.5K
MIM
594
Macroview Investment Management
Maryland
$15.5K +$285 +6 +2%
CFS
595
CGC Financial Services
Oregon
$15.4K
CL
596
CSS LLC
Illinois
$14.5K +$14.5K +305 New
BC
597
Barrett & Company
Rhode Island
$14.2K -$9.49K -200 -40%
TRCT
598
Tower Research Capital (TRC)
New York
$14K -$101K -2,118 -88%
FWM
599
FSA Wealth Management
Massachusetts
$12.3K
GEA
600
Glen Eagle Advisors
New Jersey
$12.2K