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Alerian Energy Infrastructure ETF

74 hedge funds and large institutions have $72.7M invested in Alerian Energy Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $60.8M → $72.7M (+$11.9M)

16% more funds holding

Funds holding: 6474 (+10)

0.14% more ownership

Funds ownership: 39.2%39.34% (+0.14%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$640K +$5.41K +197 +0.9%
Ameriprise
27
Ameriprise
Minnesota
$585K -$406K -14,793 -42%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$539K +$306K +11,157 +141%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$536K +$12.6K +459 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$533K +$19.7K +718 +4%
RJA
31
Raymond James & Associates
Florida
$530K -$851 -31 -0.2%
PAG
32
Private Advisor Group
New Jersey
$488K -$78.3K -2,854 -14%
Wealthfront Advisers
33
Wealthfront Advisers
California
$469K +$53.6K +1,955 +13%
AFG
34
Atomi Financial Group
New York
$435K +$25.9K +945 +7%
Stifel Financial
35
Stifel Financial
Missouri
$429K +$417K +15,184 New
OBWG
36
Onyx Bridge Wealth Group
New York
$370K +$4.09K +149 +1%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$341K +$331K +12,060 New
NWM
38
Northwest Wealth Management
Iowa
$334K -$1.81K -66 -0.6%
WWM
39
WT Wealth Management
Arizona
$326K +$302K +10,996 New
IAS
40
Insigneo Advisory Services
Florida
$323K +$2.06K +75 +0.7%
RJT
41
Raymond James Trust
Florida
$313K +$304K +11,085 New
KMWM
42
Keudell/Morrison Wealth Management
Oregon
$313K -$2.74K -100 -0.9%
FA
43
Fermata Advisors
California
$302K -$8.04K -293 -3%
DAS
44
Dynamic Advisor Solutions
Arizona
$281K -$1.65K -60 -0.6%
ACP
45
Aveo Capital Partners
Colorado
$270K +$24K +874 +10%
HighTower Advisors
46
HighTower Advisors
Illinois
$257K -$30.5K -1,113 -11%
TWM
47
TCFG Wealth Management
California
$246K +$239K +8,693 New
MCM
48
MAI Capital Management
Ohio
$242K
LCGC
49
Legacy Capital Group California
California
$239K +$232K +8,459 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$230K -$94.7K -3,450 -30%

ENFR Hedge Fund Activity: Q3 2024 in Review

74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q3 2024, worth a combined $72.7M — up 20% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ENFR positions and 3 closed out — a net gain of 10 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was Ameriprise, cutting an estimated $406K.

  • 74 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $72.7M of Alerian Energy Infrastructure ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 13 funds opened new Alerian Energy Infrastructure ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.31M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q3 2024 was Ameriprise, an estimated $406K sold.

Based on aggregated 13F filings for Q3 2024.