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Alerian Energy Infrastructure ETF
ENFR

Overview Fund Activity

60 hedge funds and large institutions have $51.7M invested in Alerian Energy Infrastructure ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
16
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$985K
2
USCWA
U.S. Capital Wealth Advisors
Texas
+$954K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494K
4
Wells Fargo
Wells Fargo
California
+$324K
5
SAG
SageView Advisory Group
California
+$260K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.95M
2
Bank of America
Bank of America
North Carolina
-$1.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$606K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$340K -$595K -28,395 -64%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$317K +$16.9K +809 +6%
BA
28
Bridge Advisory
California
$311K -$68.9K -3,292 -18%
MCM
29
MAI Capital Management
Ohio
$296K – – –
NWM
30
Northwest Wealth Management
Iowa
$286K – – –
DAS
31
Dynamic Advisor Solutions
Arizona
$271K +$52.4K +2,503 +24%
SAG
32
SageView Advisory Group
California
$260K +$260K +12,400 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$256K – – –
Millennium Management
34
Millennium Management
New York
$253K +$54.9K +2,622 +28%
OBWG
35
Onyx Bridge Wealth Group
New York
$253K +$253K +12,065 New
IAS
36
Insigneo Advisory Services
Florida
$234K -$41.9K -2,000 -15%
KMWM
37
Keudell/Morrison Wealth Management
Oregon
$226K – – –
Ameriprise
38
Ameriprise
Minnesota
$211K +$211K +10,056 New
BFS
39
Bard Financial Services
Connecticut
$209K – – –
TIM
40
Tevis Investment Management
Texas
$202K +$202K +9,667 New
IA
41
IFP Advisors
Florida
$175K -$299K -13,652 -63%
AIM
42
Anchor Investment Management
South Carolina
$146K +$419 +20 +0.3%
AIP
43
Ahrens Investment Partners
Louisiana
$144K +$144K +6,900 New
PCM
44
Pointe Capital Management
Michigan
$107K +$107K +5,118 New
AWM
45
Avior Wealth Management
Nebraska
$105K +$105K +5,017 New
BAM
46
Belpointe Asset Management
Nevada
$98.9K -$5.51K -263 -5%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
VNA
48
Valley National Advisers
Pennsylvania
$67K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$41.9K – – –
EWM
50
EPG Wealth Management
Georgia
$35.2K – – –
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