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Alerian MLP ETF

730 hedge funds and large institutions have $4.92B invested in Alerian MLP ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 195 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 195

14% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 57

2% less capital invested

Capital invested by funds: $5.03B → $4.92B (-$109M)

1% less funds holding

Funds holding: 739730 (-9)

1.86% less ownership

Funds ownership: 49.6%47.74% (-1.9%)

12% less call options, than puts

Call options by funds: $16.9M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

Holders
730
Holders Change
-9
Holders Change %
-1.22%
% of All Funds
9.58%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
65
Increased
348
Reduced
195
Closed
57
Calls
$16.9M
Puts
$19.2M
Net Calls
-$2.33M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
601
Private Advisory Group
Washington
$212K +$11.6K +239 +6%
LWM
602
Lyell Wealth Management
California
$211K
PW
603
Pandora Wealth
Illinois
$211K
EIA
604
Edgemoor Investment Advisors
Maryland
$211K +$2.42K +50 +1%
Bank of New York Mellon
605
Bank of New York Mellon
New York
$210K -$13.5K -279 -6%
XT
606
XTX Topco
Cayman Islands
$209K +$216K +4,462 New
MFG
607
Mosaic Financial Group
Illinois
$209K +$216K +4,462 New
SEP
608
Southland Equity Partners
Missouri
$209K -$20.5K -423 -9%
CCA
609
Cadent Capital Advisors
Oklahoma
$206K +$2.81K +58 +1%
OCM
610
Objective Capital Management
Ohio
$204K -$80.5K -1,664 -28%
VFA
611
Valeo Financial Advisors
Indiana
$204K +$210K +4,340 New
SC
612
Searle & Co
Connecticut
$204K
SWM
613
Steinberganna Wealth Management
New York
$202K +$208K +4,301 New
HNB
614
Hilltop National Bank
Wyoming
$202K
FI
615
Financial Insights
Washington
$201K +$207K +4,290 New
GSWA
616
Good Steward Wealth Advisors
Tennessee
$201K -$5.96M -123,326 -97%
RRWA
617
Rainey & Randall Wealth Advisors
Florida
$200K +$4.11K +85 +2%
IWA
618
Icon Wealth Advisors
Texas
$194K +$3.72K +77 +2%
RF
619
Roxbury Financial
New Jersey
$177K
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$171K +$176K +3,650 New
SIS
621
Sound Income Strategies
Florida
$170K +$38.1K +787 +27%
AT
622
Arlington Trust
Alabama
$151K
AWM
623
AE Wealth Management
Kansas
$150K +$18K +373 +13%
PB
624
Pinnacle Bancorp
Nebraska
$146K -$41.9K -866 -22%
WT
625
Whittier Trust
California
$145K +$2.71K +56 +2%