We are live on ! Find out more
ENFR icon

Alerian Energy Infrastructure ETF

53 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

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

31% more capital invested

Capital invested by funds: $44M → $57.7M (+$13.7M)

13% more funds holding

Funds holding: 4753 (+6)

6.89% more ownership

Funds ownership: 36.51%43.4% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.85%
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
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$304K +$24.1K +1,121 +8%
MCM
27
MAI Capital Management
Ohio
$299K
NWM
28
Northwest Wealth Management
Iowa
$289K -$189K -8,764 -39%
IAS
29
Insigneo Advisory Services
Florida
$279K +$283K +13,170 New
Wealthfront Advisers
30
Wealthfront Advisers
California
$267K +$48.7K +2,264 +22%
Corient Private Wealth
31
Corient Private Wealth
Florida
$259K +$263K +12,236 New
WIP
32
WealthCare Investment Partners
Rhode Island
$237K +$241K +11,196 New
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$228K -$4.3K -200 -2%
DAS
34
Dynamic Advisor Solutions
Arizona
$221K +$225K +10,460 New
BFS
35
Bard Financial Services
Connecticut
$212K
Millennium Management
36
Millennium Management
New York
$200K +$203K +9,452 New
AIM
37
Anchor Investment Management
South Carolina
$147K +$409 +19 +0.3%
BAM
38
Belpointe Asset Management
Nevada
$106K -$64.2K -2,985 -37%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$69K +$70.4K +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 +$473 +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 +$151 +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 +$7.04K +327 New
ASBI
50
American State Bank (Iowa)
Iowa
$6.03K

ENFR Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q4 2022, worth a combined $57.7M — up 31% from $44M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ENFR positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $1.96M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $1.18M sold.

  • 53 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $57.7M of Alerian Energy Infrastructure ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 11 funds opened new Alerian Energy Infrastructure ETF positions in Q4 2022 and 4 closed out, a net change of +7 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q4 2022 was Advisory Services Network, an estimated $1.96M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q4 2022 was Fort Washington Investment Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2022.