We are live on ! Find out more
ENFR icon

Alerian Energy Infrastructure ETF

64 hedge funds and large institutions have $60.8M invested in Alerian Energy Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

7% more capital invested

Capital invested by funds: $56.8M → $60.8M (+$3.99M)

3% more funds holding

Funds holding: 6264 (+2)

1.39% less ownership

Funds ownership: 40.59%39.2% (-1.4%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$499K -$33.1K -1,293 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$491K -$333 -13 -0.1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$482K +$31.6K +1,232 +7%
Wealthfront Advisers
29
Wealthfront Advisers
California
$389K +$29.6K +1,156 +9%
AFG
30
Atomi Financial Group
New York
$384K +$32.6K +1,272 +10%
OBWG
31
Onyx Bridge Wealth Group
New York
$343K -$10.3K -402 -3%
NWM
32
Northwest Wealth Management
Iowa
$316K -$28.8K -1,122 -9%
Jane Street
33
Jane Street
New York
$314K -$396K -15,434 -57%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$308K
IAS
35
Insigneo Advisory Services
Florida
$297K
KMWM
36
Keudell/Morrison Wealth Management
Oregon
$297K -$3.85K -150 -1%
FA
37
Fermata Advisors
California
$292K +$385 +15 +0.1%
GS
38
GTS Securities
New York
$291K -$298K -11,622 -51%
HighTower Advisors
39
HighTower Advisors
Illinois
$272K +$34.5K +1,346 +15%
DAS
40
Dynamic Advisor Solutions
Arizona
$266K +$77 +3 +0%
ACP
41
Aveo Capital Partners
Colorado
$231K +$1.72K +67 +0.8%
MCM
42
MAI Capital Management
Ohio
$227K -$43.6K -1,700 -17%
WIP
43
WealthCare Investment Partners
Rhode Island
$222K -$76.6K -2,988 -26%
AWM
44
Angeles Wealth Management
California
$212K
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$210K +$203K +7,901 New
AIM
46
Anchor Investment Management
South Carolina
$180K +$513 +20 +0.3%
Comerica Bank
47
Comerica Bank
Texas
$144K +$6.38K +249 +5%
IA
48
IFP Advisors
Florida
$137K -$37.2K -1,450 -22%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$93K
VNA
50
Valley National Advisers
Pennsylvania
$83K

ENFR Hedge Fund Activity: Q2 2024 in Review

64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q2 2024, worth a combined $60.8M — up 7% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ENFR positions and 3 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.19M. The largest seller was Osaic Holdings, cutting an estimated $978K.

  • 64 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q2 2024, up from 62 in Q1 2024.
  • Funds reported $60.8M of Alerian Energy Infrastructure ETF stock for Q2 2024, up 7% quarter-over-quarter.
  • 5 funds opened new Alerian Energy Infrastructure ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q2 2024 was Avantax Advisory Services, an estimated $1.19M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q2 2024 was Osaic Holdings, an estimated $978K sold.

Based on aggregated 13F filings for Q2 2024.