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Alerian Energy Infrastructure ETF

96 hedge funds and large institutions have $139M invested in Alerian Energy Infrastructure ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
38
Reduced
31
Closed
11
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$404K -$12.9K -400 -3%
OBWG
52
Onyx Bridge Wealth Group
New York
$393K -$69.3K -2,150 -15%
CIS
53
Custom Index Systems
New York
$381K +$381K +11,825 New
MCM
54
MAI Capital Management
Ohio
$372K +$96.7K +3,000 +35%
IAS
55
Insigneo Advisory Services
Florida
$365K
FA
56
Fermata Advisors
California
$355K -$1.81K -56 -0.5%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$340K -$43.3K -1,342 -11%
NWM
58
Northwest Wealth Management
Iowa
$332K -$43.3K -1,342 -12%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$321K +$807 +25 +0.3%
TWM
60
TCFG Wealth Management
California
$314K +$97.5K +3,025 +45%
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$285K -$47.1K -1,460 -14%
HighTower Advisors
62
HighTower Advisors
Illinois
$281K +$21K +650 +8%
CWMK
63
Caliber Wealth Management (Kansas)
Kansas
$265K +$2.74K +85 +1%
PCM
64
Pointe Capital Management
Michigan
$260K +$2.1K +65 +0.8%
PAG
65
Private Advisor Group
New Jersey
$256K +$22.4K +695 +10%
1L
66
10Elms LLP
Oklahoma
$251K +$6.45K +200 +3%
AG
67
AmeriFlex Group
Nevada
$226K +$91.9K +2,857 +68%
AWM
68
Angeles Wealth Management
California
$226K -$80.6K -2,500 -26%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$220K +$220K +6,835 New
KAS
70
Kestra Advisory Services
Texas
$208K -$24.7K -767 -11%
Comerica Bank
71
Comerica Bank
Texas
$175K
IA
72
IFP Advisors
Florida
$168K +$645 +20 +0.4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$123K +$10.5K +324 +9%
AIM
74
Anchor Investment Management
South Carolina
$107K -$107K -3,330 -50%
VNA
75
Valley National Advisers
Pennsylvania
$100K