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InfraCap MLP ETF
AMZA

Overview Fund Activity

45 hedge funds and large institutions have $27.4M invested in InfraCap MLP ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
10
Reduced
11
Closed
2
Calls
$1.37M
Puts
$301K
Net Calls
+$1.06M
Net Calls Change
-$2K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.09M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.34M
3
FEM
3
Fulcrum Equity Management
Texas
$1.16M
4
EH
4
Equitable Holdings
New York
$5.15M
5
PPW
5
Pasadena Private Wealth
California
$327K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$409K
2
CG
2
Cutler Group
California
$8K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$885K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.09M 200,711 +124,498 +163%
EH
2
Equitable Holdings
New York
$5.15M 145,914 +11,928 +9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.34M 66,342 +38,900 +142%
NA
4
NewEdge Advisors
Louisiana
$2.11M 59,252 -657 -1%
ICA
5
Infrastructure Capital Advisors
New York
$1.71M 48,287 – –
Mariner
6
Mariner
Kansas
$1.61M 45,615 – –
BWCS
7
Beirne Wealth Consulting Services
Connecticut
$1.36M 37,925 -763 -2%
FEM
8
Fulcrum Equity Management
Texas
$1.16M 32,746 +32,746 New
Osaic Holdings
9
Osaic Holdings
Arizona
$885K 25,067 -2,764 -10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$409K 11,573 -39,012 -77%
PPW
11
Pasadena Private Wealth
California
$327K 9,256 +9,256 New
BCWM
12
Bartlett & Co Wealth Management
Ohio
$311K 8,850 – –
BC
13
Bartlett & Co
Ohio
$311K 8,850 – –
LCGC
14
Legacy Capital Group California
California
$306K 8,677 +8,677 New
GAA
15
Guardian Asset Advisors
Pennsylvania
$265K 7,505 +7,505 New
APWA
16
Atlas Private Wealth Advisors
New Jersey
$261K 7,381 -764 -9%
GSIAS
17
Garden State Investment Advisory Services
New Jersey
$247K 6,984 +696 +11%
KA
18
Kovack Advisors
Florida
$237K 6,720 – –
AWS
19
Atria Wealth Solutions
New York
$229K 6,481 +1 +0%
Marshall Wace
20
Marshall Wace
United Kingdom
$225K 6,382 +6,382 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$205K 5,791 -650 -10%
TAM
22
Tucker Asset Management
Colorado
$85.5K 2,420 -129 -5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$74.7K 2,114 +30 +1%
HI
24
Harbour Investments
Wisconsin
$74K 2,095 – –
Morgan Stanley
25
Morgan Stanley
New York
$53.2K 1,504 +375 +33%
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