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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 %
WAG
601
Wiser Advisor Group
Arizona
$12.1K +$12.1K +255 New
BlackRock
602
BlackRock
New York
$12.1K
LF
603
LifeSteps Financial
California
$11.4K +$11.4K +241 New
RTC
604
Riverview Trust Company
Washington
$11.4K +$11.4K +240 New
CJL
605
Cyrus J. Lawrence
New York
$11K +$11K +245 New
CTB
606
Country Trust Bank
Illinois
$10.4K +$10.4K +220 New
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$9.49K
TIM
608
Thompson Investment Management
Wisconsin
$9.16K
DCM
609
Davis Capital Management
Florida
$8.58K +$190 +4 +2%
GJIA
610
Glass Jacobson Investment Advisors
Maryland
$8.12K
CWC
611
Carolinas Wealth Consulting
North Carolina
$7.97K +$142 +3 +2%
IBOK
612
Independence Bank of Kentucky
Kentucky
$7.59K
BCM
613
Blume Capital Management
California
$7.26K
OC
614
Oakworth Capital
Alabama
$7.12K -$5.22K -110 -42%
VNIM
615
Vaughan Nelson Investment Management
Texas
$7K
MDCM
616
Morgan Dempsey Capital Management
Wisconsin
$6.98K
AAP
617
Arax Advisory Partners
Colorado
$6.08K
EWA
618
EverSource Wealth Advisors
Alabama
$5.86K +$5.86K +125 New
PCMC
619
Planning Capital Management Corporation
Pennsylvania
$5.22K -$18.2K -383 -78%
CA
620
Crewe Advisors
Utah
$5.17K +$5.17K +109 New
WIA
621
Wetzel Investment Advisors
Indiana
$5.01K
AWM
622
Abound Wealth Management
Tennessee
$4.94K +$95 +2 +2%
KLWA
623
Kelly Lawrence W & Associates
California
$4.75K
DJSG
624
D.J. St. Germain
Massachusetts
$3.94K
MTIC
625
Missouri Trust & Investment Company
Missouri
$3.84K