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Alerian Energy Infrastructure ETF

56 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.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$447K +$23.7K +1,025 +6%
RJA
27
Raymond James & Associates
Florida
$417K +$112K +4,865 +37%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$383K +$5.85K +253 +2%
Prudential Financial
29
Prudential Financial
New Jersey
$358K +$358K +15,512 New
Wealthfront Advisers
30
Wealthfront Advisers
California
$323K +$31K +1,343 +11%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$320K +$2.91K +126 +0.9%
NWM
32
Northwest Wealth Management
Iowa
$307K
OBWG
33
Onyx Bridge Wealth Group
New York
$287K +$9.95K +431 +4%
Millennium Management
34
Millennium Management
New York
$285K +$285K +12,337 New
KMWM
35
Keudell/Morrison Wealth Management
Oregon
$266K +$17.3K +750 +7%
AFG
36
Atomi Financial Group
New York
$255K +$255K +11,058 New
IAS
37
Insigneo Advisory Services
Florida
$246K
MCM
38
MAI Capital Management
Ohio
$237K
DAS
39
Dynamic Advisor Solutions
Arizona
$232K -$17.2K -737 -7%
ACP
40
Aveo Capital Partners
Colorado
$227K -$14.1K -611 -6%
HighTower Advisors
41
HighTower Advisors
Illinois
$204K +$204K +8,856 New
IA
42
IFP Advisors
Florida
$188K +$508 +22 +0.3%
AIM
43
Anchor Investment Management
South Carolina
$156K +$485 +21 +0.3%
Comerica Bank
44
Comerica Bank
Texas
$119K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$76K
VNA
46
Valley National Advisers
Pennsylvania
$72K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$46.2K
EWM
48
EPG Wealth Management
Georgia
$37.9K
CAL
49
Capital Advisors Ltd
Ohio
$24K
SAM
50
S.A. Mason
Michigan
$13.9K