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Alerian MLP ETF

496 hedge funds and large institutions have $3.22B invested in Alerian MLP ETF in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 173 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+24
Holders Change %
+5.08%
% of All Funds
7.85%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
82
Increased
173
Reduced
165
Closed
49
Calls
$57.5M
Puts
$29.3M
Net Calls
+$28.2M
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
201
Trust Asset Management
Texas
$969K -$230K -6,000 -19%
GWM
202
Geneos Wealth Management
Colorado
$958K -$34.8K -909 -4%
V
203
Veritable
Delaware
$945K -$39.7K -1,037 -4%
JIP
204
Jaffetilchin Investment Partners
Florida
$938K -$420K -11,583 -31%
FCFC
205
First Commonwealth Financial Corp
Pennsylvania
$937K +$2.3K +60 +0.2%
KA
206
Kovack Advisors
Florida
$936K -$25.5K -666 -3%
CA
207
Calton & Associates
Florida
$936K +$936K +24,441 New
CCA
208
Childress Capital Advisors
Texas
$922K +$922K +24,078 New
GL
209
Graypoint LLC
New York
$919K +$919 +24 +0.1%
FPCP
210
Fort Point Capital Partners
California
$918K -$6.61M -172,514 -88%
IWC
211
Integrated Wealth Concepts
Massachusetts
$892K +$15.3K +399 +2%
LNWTC
212
Laird Norton Wetherby Trust Company
Washington
$876K
RC
213
RegentAtlantic Capital
New Jersey
$875K +$881 +23 +0.1%
Northern Trust
214
Northern Trust
Illinois
$872K -$635K -16,602 -42%
EWA
215
Exencial Wealth Advisors
Oklahoma
$871K -$2.84K -74 -0.3%
UCFA
216
United Capital Financial Advisors
Texas
$863K -$5.7K -149 -0.7%
IP
217
Intellectus Partners
California
$861K -$18.9K -493 -2%
AAS
218
Avantax Advisory Services
Texas
$861K +$58.2K +1,524 +7%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$848K +$41K +1,070 +5%
HAM
220
Hedges Asset Management
Nevada
$843K -$126K -3,300 -13%
CG
221
Cutler Group
California
$834K +$530K +13,849 +175%
WAM
222
Worth Asset Management
Texas
$804K +$804K +22,176 New
SAM
223
Smithbridge Asset Management
Pennsylvania
$797K
GI
224
GAMCO Investors
Connecticut
$790K -$11.3K -294 -1%
OIA
225
OneDigital Investment Advisors
Kansas
$780K +$407K +10,629 +109%