We are live on ! Find out more
ENFR icon

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
WIP
51
WealthCare Investment Partners
Rhode Island
$216K -$27.1K -987 -12%
Prudential Financial
52
Prudential Financial
New Jersey
$211K +$205K +7,472 New
AIM
53
Anchor Investment Management
South Carolina
$187K -$4.83K -176 -3%
Comerica Bank
54
Comerica Bank
Texas
$153K
IA
55
IFP Advisors
Florida
$146K +$576 +21 +0.4%
GM
56
GeoWealth Management
Illinois
$137K +$133K +4,845 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$99K
VNA
58
Valley National Advisers
Pennsylvania
$88K
AAM
59
Advisors Asset Management
Colorado
$65K +$63.1K +2,298 New
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$58.2K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$56.5K
EWM
62
EPG Wealth Management
Georgia
$47.6K +$46.2K +1,684 New
CAL
63
Capital Advisors Ltd
Ohio
$29K
FHA
64
First Horizon Advisors
Tennessee
$28.3K
SAM
65
S.A. Mason
Michigan
$19.2K
SPIA
66
Steward Partners Investment Advisory
New York
$16K +$192 +7 +1%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$14.1K
William Blair & Company
68
William Blair & Company
Illinois
$13.4K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11.9K +$11.5K +420 New
GWM
70
Geneos Wealth Management
Colorado
$9.61K
AF
71
Allworth Financial
California
$7.07K
BWL
72
Bogart Wealth LLC
Virginia
$2.86K +$27 +1 +1%
PCMC
73
Private Capital Management (Colorado)
Colorado
$2.83K +$2.74K +100 New
CFGS
74
Concourse Financial Group Securities
Alabama
$480
AWM
75
Angeles Wealth Management
California
-$212K -7,996 Closed

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.