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Alerian Energy Infrastructure ETF

52 hedge funds and large institutions have $57.7M invested in Alerian Energy Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$304K +$23.7K +1,121 +8%
MCM
27
MAI Capital Management
Ohio
$299K
NWM
28
Northwest Wealth Management
Iowa
$289K -$185K -8,764 -39%
IAS
29
Insigneo Advisory Services
Florida
$279K +$279K +13,170 New
Wealthfront Advisers
30
Wealthfront Advisers
California
$267K +$47.9K +2,264 +22%
Corient Private Wealth
31
Corient Private Wealth
Florida
$259K +$259K +12,236 New
WIP
32
WealthCare Investment Partners
Rhode Island
$237K +$237K +11,196 New
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$228K -$4.23K -200 -2%
DAS
34
Dynamic Advisor Solutions
Arizona
$221K +$221K +10,460 New
BFS
35
Bard Financial Services
Connecticut
$212K
Millennium Management
36
Millennium Management
New York
$200K +$200K +9,452 New
AIM
37
Anchor Investment Management
South Carolina
$147K +$402 +19 +0.3%
BAM
38
Belpointe Asset Management
Nevada
$106K -$63.2K -2,985 -37%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$69K +$69K +3,272 New
VNA
40
Valley National Advisers
Pennsylvania
$68K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$42.3K
EWM
42
EPG Wealth Management
Georgia
$35.6K +$465 +22 +1%
CAL
43
Capital Advisors Ltd
Ohio
$22K
SAM
44
S.A. Mason
Michigan
$12.7K
WWP
45
WR Wealth Planners
Missouri
$11.8K +$148 +7 +1%
SPIA
46
Steward Partners Investment Advisory
New York
$11.6K
MFT
47
Moisand Fitzgerald Tamayo
Florida
$10.6K
William Blair & Company
48
William Blair & Company
Illinois
$10.1K
CFGS
49
Concourse Financial Group Securities
Alabama
$6.92K +$6.92K +327 New
AF
50
Allworth Financial
California
$5.29K