Alerian Energy Infrastructure ETF
ENFR
57 hedge funds and large institutions have $62.2M invested in Alerian Energy Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 8 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
22% more capital invested
Capital invested by funds: $51M → $62.2M (+$11.2M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
5.37% more ownership
Funds ownership: 41.88% → 47.25% (+5.4%)
2% more funds holding
Funds holding: 56 → 57 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.54M |
| 2 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$1.13M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$447K |
| 4 |
Goldman Sachs
New York
|
-$382K |
| 5 |
BA
Bridge Advisory
Pasadena,
California
|
-$362K |
ENFR Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q4 2023, worth a combined $62.2M — up 22% from $51M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ENFR positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was Advisory Services Network, exiting entirely with an estimated $1.54M sold.
- 57 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q4 2023, up from 56 in Q3 2023.
- Funds reported $62.2M of Alerian Energy Infrastructure ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 9 funds opened new Alerian Energy Infrastructure ETF positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest Alerian Energy Infrastructure ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.28M added.
- The largest Alerian Energy Infrastructure ETF seller in Q4 2023 was Advisory Services Network, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2023.