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Alerian MLP ETF

442 hedge funds and large institutions have $2.19B invested in Alerian MLP ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 160 increasing their positions, 142 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-33
Holders Change %
-6.95%
% of All Funds
7.76%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
37
Increased
160
Reduced
142
Closed
59
Calls
$89.7M
Puts
$118M
Net Calls
-$28.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
DAC
201
Dividend Assets Capital
South Carolina
$630K -$3.43K -103 -0.5%
GSIS
202
Global Strategic Investment Solutions
Arizona
$626K +$74.7K +2,242 +14%
KMWM
203
Keudell/Morrison Wealth Management
Oregon
$619K +$5.16K +155 +0.8%
HF
204
HRT Financial
New York
$619K +$619K +18,580 New
MFA
205
Mayflower Financial Advisors
Massachusetts
$616K -$5.91K -161 -1%
KA
206
Kovack Advisors
Florida
$616K +$307K +9,201 +99%
NRI
207
NFP Retirement Inc
California
$615K +$23.9K +718 +4%
AWM
208
Altavista Wealth Management
North Carolina
$615K +$170K +5,100 +38%
CDH
209
Charles D. Hyman
$603K
LNC
210
Lincoln National Corp
Pennsylvania
$587K +$322K +9,658 +121%
WP
211
WealthSource Partners
California
$582K +$138K +4,149 +31%
NWM
212
Northwest Wealth Management
Iowa
$574K
DBIA
213
Dumont & Blake Investment Advisors
New Jersey
$571K +$6.8K +204 +1%
KPWS
214
Kestra Private Wealth Services
Texas
$569K +$33.1K +993 +6%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$567K -$18.7K -560 -3%
BB
216
Busey Bank
Illinois
$553K +$553K +16,582 New
CAM
217
Covenant Asset Management
New Jersey
$544K +$15.5K +465 +3%
GW
218
GW & Wade
Massachusetts
$540K +$5.37K +161 +1%
OIA
219
OneDigital Investment Advisors
Kansas
$535K -$49.7K -1,489 -8%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$534K -$33 -1 -0%
Nomura Asset Management
221
Nomura Asset Management
Japan
$534K -$760K -22,800 -59%
BWCS
222
Beirne Wealth Consulting Services
Connecticut
$530K -$165K -4,950 -24%
JG
223
Jefferies Group
New York
$515K
SEP
224
Southland Equity Partners
Missouri
$502K +$502K +15,066 New
BPA
225
Beacon Pointe Advisors
California
$497K +$497K +14,915 New