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Alerian Energy Infrastructure ETF
ENFR

Overview Fund Activity

52 hedge funds and large institutions have $49.7M invested in Alerian Energy Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-8
Holders Change %
-13.33%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.9M
2
LPL Financial
LPL Financial
California
+$936K
3
Jane Street
Jane Street
New York
+$640K
4
FWIA
Fort Washington Investment Advisors
Ohio
+$469K
5
USCWA
U.S. Capital Wealth Advisors
Texas
+$454K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.65M
2
FEM
Fulcrum Equity Management
Texas
-$2.57M
3
LCGC
Legacy Capital Group California
California
-$1.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$940K
5
Wells Fargo
Wells Fargo
California
-$911K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$319K -$11.7K -538 -4%
BA
27
Bridge Advisory
California
$316K -$8.12K -372 -3%
NWM
28
Northwest Wealth Management
Iowa
$291K -$7.24K -332 -2%
OBWG
29
Onyx Bridge Wealth Group
New York
$281K +$17.3K +795 +7%
GS
30
GTS Securities
New York
$275K +$275K +12,613 New
Wealthfront Advisers
31
Wealthfront Advisers
California
$274K -$106K -4,858 -28%
AWS
32
Atria Wealth Solutions
New York
$266K +$266K +12,176 New
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$235K – – –
IAS
34
Insigneo Advisory Services
Florida
$233K -$10.9K -500 -4%
DAS
35
Dynamic Advisor Solutions
Arizona
$228K -$54.5K -2,497 -19%
MCM
36
MAI Capital Management
Ohio
$224K -$85.1K -3,898 -28%
BFS
37
Bard Financial Services
Connecticut
$218K – – –
AIM
38
Anchor Investment Management
South Carolina
$153K +$480 +22 +0.3%
IA
39
IFP Advisors
Florida
$142K -$32.2K -1,475 -18%
AWM
40
Avior Wealth Management
Nebraska
$71K -$38.4K -1,761 -35%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
VNA
42
Valley National Advisers
Pennsylvania
$69K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$43.6K – – –
EWM
44
EPG Wealth Management
Georgia
$36.7K – – –
CAL
45
Capital Advisors Ltd
Ohio
$22K – – –
SAM
46
S.A. Mason
Michigan
$12.6K – – –
WWP
47
WR Wealth Planners
Missouri
$12.5K +$196 +9 +2%
SPIA
48
Steward Partners Investment Advisory
New York
$12K – – –
MFT
49
Moisand Fitzgerald Tamayo
Florida
$10.9K – – –
William Blair & Company
50
William Blair & Company
Illinois
$10.4K – – –
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