Alerian Energy Infrastructure ETF
ENFR
53 hedge funds and large institutions have $49.8M invested in Alerian Energy Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 13 closing their positions.
4% less capital invested
Capital invested by funds: $51.7M → $49.8M (-$1.97M)
2.95% less ownership
Funds ownership: 43.65% → 40.7% (-2.9%)
13% less funds holding
Funds holding: 61 → 53 (-8)
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.83M |
| 2 |
LPL Financial
San Diego,
California
|
+$905K |
| 3 |
Jane Street
New York
|
+$618K |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$453K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.57M |
| 2 |
Morgan Stanley
New York
|
-$2.56M |
| 3 |
LCGC
Legacy Capital Group California
Los Gatos,
California
|
-$1.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$940K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$881K |
ENFR Hedge Fund Activity: Q2 2023 in Review
53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q2 2023, worth a combined $49.8M — down 3.8% from $51.7M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ENFR and 6 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.83M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $2.57M sold.
- 53 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q2 2023, down from 61 in Q1 2023.
- Funds reported $49.8M of Alerian Energy Infrastructure ETF stock for Q2 2023, down 3.8% quarter-over-quarter.
- 6 funds opened new Alerian Energy Infrastructure ETF positions in Q2 2023 and 13 closed out, a net change of -7 holders.
- The largest Alerian Energy Infrastructure ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $1.83M added.
- The largest Alerian Energy Infrastructure ETF seller in Q2 2023 was Fulcrum Equity Management, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2023.