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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
RFA
701
Reyes Financial Architecture
California
$10.1K
MFT
702
Moisand Fitzgerald Tamayo
Florida
$9.67K
DCM
703
Davis Capital Management
Florida
$9.36K +$9.62K +199 New
CVM
704
Cheviot Value Management
California
$8.07K
GJIA
705
Glass Jacobson Investment Advisors
Maryland
$8.03K
HBW
706
Hazlett, Burt & Watson
West Virginia
$8K +$1.5K +31 +20%
FGAM
707
Financial Gravity Asset Management
Texas
$7.88K +$8.12K +168 New
BCM
708
Blume Capital Management
California
$7.18K
AW
709
Avion Wealth
Texas
$7K
KFA
710
Kelleher Financial Advisors
New York
$6.76K +$6.96K +144 New
CC
711
Corsicana & Co
Texas
$6.62K +$6.82K +141 New
CWM
712
Cedar Wealth Management
California
$6.57K +$145 +3 +2%
VNIM
713
Vaughan Nelson Investment Management
Texas
$6.52K
WOSD
714
WFA of San Diego
California
$6.1K -$2.42K -50 -28%
EWA
715
EverSource Wealth Advisors
Alabama
$5.87K
WTC
716
WhitTier Trust Company
Nevada
$5.83K +$6.04K +125 New
AWM
717
Abound Wealth Management
Tennessee
$5.5K +$97 +2 +2%
WWM
718
Wolff Wiese Magana
California
$5.12K
SWP
719
SIMA Wealth Partners
Virginia
$5.07K +$2.32K +48 +80%
CFO
720
CVA Family Office
Colorado
$3.75K
BI
721
Binnacle Investments
Iowa
$2.49K +$2.56K +53 New
S
722
SignatureFD
Georgia
$2.44K +$2.51K +52 New
T
723
Transce3nd
Texas
$1.3K -$63.2K -1,308 -98%
SC
724
Swan Capital
Florida
$939 +$967 +20 New
CPG
725
Cornerstone Planning Group
New Jersey
$846 +$725 +15 New