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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
GWP
51
Gateway Wealth Partners
Wisconsin
$13.8M +$13.8M +284,586 +2,757%
WA
52
Wealth Alliance
New York
$13.8M +$974K +20,137 +7%
AF
53
Allworth Financial
California
$13.5M -$58.3K -1,206 -0.4%
VCM
54
Violich Capital Management
California
$12.7M +$875K +18,100 +7%
IPW
55
IronBridge Private Wealth
Texas
$12.4M +$278K +5,742 +2%
N
56
Nuveen
North Carolina
$11.9M +$12.2M +253,147 New
TPA
57
Trivium Point Advisory
Connecticut
$11.6M +$3.84M +79,487 +47%
FFG
58
Fortem Financial Group
California
$11.4M +$185K +3,831 +2%
NCM
59
Novare Capital Management
North Carolina
$11.3M -$247K -5,100 -2%
THC
60
Truffle Hound Capital
Maryland
$11.3M
BCI
61
Brinker Capital Investments
Pennsylvania
$11.1M +$47K +971 +0.4%
HCM
62
Hilton Capital Management
New York
$11M -$833K -17,223 -7%
PCIA
63
Prime Capital Investment Advisors
Kansas
$10.5M -$203K -4,208 -2%
VF
64
Vista Finance
Missouri
$10.5M +$537K +11,113 +5%
BWP
65
Baldwin Wealth Partners
Massachusetts
$10.4M -$115K -2,377 -1%
BCWM
66
Ball & Co Wealth Management
Tennessee
$10.2M +$669K +13,843 +7%
CSP
67
Cary Street Partners
Virginia
$10.1M -$14.8K -307 -0.1%
PAG
68
Private Advisor Group
New Jersey
$10.1M -$50.6K -1,047 -0.5%
NAS
69
Nicolet Advisory Services
Wisconsin
$9.96M +$282K +5,838 +3%
OA
70
Oxbow Advisors
Texas
$9.5M +$1.01M +20,800 +11%
NSIM
71
North Star Investment Management
Illinois
$9.44M +$8.46K +175 +0.1%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$9.05M +$942K +19,490 +11%
SAM
73
Stansberry Asset Management
Texas
$8.97M +$50K +1,033 +0.5%
SAM
74
Shikiar Asset Management
New York
$8.91M +$187K +3,865 +2%
WJWM
75
Williams Jones Wealth Management
New York
$8.6M +$845K +17,479 +11%