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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
Morgan Stanley
1
Morgan Stanley
New York
$706M +$7.43M +153,733 +1%
Bank of America
2
Bank of America
North Carolina
$390M -$6.65M -137,519 -2%
Goldman Sachs
3
Goldman Sachs
New York
$357M +$3.13M +64,671 +0.9%
Wells Fargo
4
Wells Fargo
California
$338M -$3.67M -75,799 -1%
AIM
5
Allen Investment Management
New York
$164M +$14.1M +291,011 +9%
UBS Group
6
UBS Group
Switzerland
$152M -$2.19M -45,283 -1%
LPL Financial
7
LPL Financial
California
$149M +$5.14M +106,368 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$120M -$8.12M -167,972 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$107M +$6.21M +128,408 +6%
Creative Planning
10
Creative Planning
Kansas
$106M +$55.7K +1,151 +0.1%
Ameriprise
11
Ameriprise
Minnesota
$72.1M -$4.73M -97,807 -6%
NW
12
Naviter Wealth
Arkansas
$65.6M +$4.16M +85,938 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$59.8M +$7.72M +159,747 +14%
US Bancorp
14
US Bancorp
Minnesota
$56.2M +$21.2M +437,947 +58%
SI
15
Stephens Inc
Arkansas
$50.9M +$441K +9,110 +0.8%
Stifel Financial
16
Stifel Financial
Missouri
$50.1M +$2.43M +50,355 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$47.1M +$12.5M +258,417 +35%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$46.4M +$299K +6,192 +0.6%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$44.2M -$938K -19,401 -2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$43M +$2.85M +58,992 +7%
HighTower Advisors
21
HighTower Advisors
Illinois
$39.2M +$1.35M +27,945 +3%
AssetMark Inc
22
AssetMark Inc
California
$33.6M +$31.6M +653,230 +1,025%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$32.8M +$1.04M +21,489 +3%
NHFG
24
New Harbor Financial Group
Massachusetts
$26.8M +$4.09M +84,520 +17%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$26.4M -$180K -3,731 -0.7%