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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
VAS
201
Vestmark Advisory Solutions
Massachusetts
$2.46M +$2.53M +52,385 New
CFP
202
Cascade Financial Partners
California
$2.44M
IA
203
IFP Advisors
Florida
$2.42M -$241K -4,992 -9%
JHCP
204
Jackson Hole Capital Partners
Oklahoma
$2.41M -$30.8K -637 -1%
SWP
205
Stratos Wealth Partners
Ohio
$2.4M +$570K +11,787 +30%
SCP
206
Stamos Capital Partners
California
$2.38M -$1.28M -26,523 -34%
SC
207
Sierra Capital
Florida
$2.37M +$329K +6,807 +16%
AFG
208
Atomi Financial Group
New York
$2.36M +$319K +6,593 +15%
SF
209
Synovus Financial
Georgia
$2.29M +$124K +2,571 +6%
BTI
210
Blue Trust Inc
Georgia
$2.28M +$60.6K +1,254 +3%
TAM
211
Titleist Asset Management
Texas
$2.28M +$122K +2,518 +5%
KWA
212
Kingswood Wealth Advisors
California
$2.27M +$470K +9,723 +25%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$2.27M -$4.49M -92,873 -66%
PIWA
214
Prevail Innovative Wealth Advisors
Kansas
$2.25M -$99.7K -2,061 -4%
BIA
215
Barry Investment Advisors
Massachusetts
$2.23M -$10.9K -226 -0.5%
ATPW
216
Ashton Thomas Private Wealth
Arizona
$2.23M +$1.02M +21,021 +80%
NW
217
NewEdge Wealth
Pennsylvania
$2.21M +$401K +8,299 +21%
BG
218
Bollard Group
Massachusetts
$2.19M -$47K -971 -2%
AI
219
ArchPoint Investors
Florida
$2.17M
PGF
220
Plan Group Financial
Oklahoma
$2.17M +$660K +13,655 +42%
WFA
221
WMG Financial Advisors
Tennessee
$2.16M +$798K +16,495 +56%
CIA
222
Concurrent Investment Advisors
Florida
$2.14M +$63.9K +1,321 +3%
AP
223
Advisors Preferred
Maryland
$2.13M -$5.19M -107,392 -70%
RA
224
RFG Advisory
Alabama
$2.09M +$139K +2,873 +7%
AWM
225
Activest Wealth Management
Florida
$2.06M +$97 +2 +0%