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Alerian Energy Infrastructure ETF

90 hedge funds and large institutions have $103M invested in Alerian Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+16
Holders Change %
+21.62%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
32
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$310K +$62 +2 +0%
ACP
52
Aveo Capital Partners
Colorado
$300K +$2.15K +69 +0.7%
AWM
53
Angeles Wealth Management
California
$296K +$296K +9,500 New
BWA
54
Bordeaux Wealth Advisors
California
$267K +$267K +8,586 New
MCM
55
MAI Capital Management
Ohio
$266K
LCGC
56
Legacy Capital Group California
California
$260K -$3.15K -101 -1%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$253K
PCM
58
Pointe Capital Management
Michigan
$247K +$247K +7,932 New
HighTower Advisors
59
HighTower Advisors
Illinois
$245K -$38.9K -1,250 -14%
WIP
60
WealthCare Investment Partners
Rhode Island
$232K -$1.52K -48 -0.7%
SAF
61
Smith Anglin Financial
Texas
$226K +$226K +7,249 New
1L
62
10Elms LLP
Oklahoma
$221K +$221K +7,100 New
PSCM
63
Per Stirling Capital Management
Texas
$217K +$217K +6,974 New
FTS
64
Fifth Third Securities
Ohio
$215K +$215K +6,916 New
PFS
65
Prospera Financial Services
Texas
$209K +$209K +6,719 New
AIM
66
Anchor Investment Management
South Carolina
$206K +$467 +15 +0.2%
GM
67
GeoWealth Management
Illinois
$178K +$26.9K +862 +18%
Comerica Bank
68
Comerica Bank
Texas
$169K
IA
69
IFP Advisors
Florida
$161K +$561 +18 +0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$109K
VNA
71
Valley National Advisers
Pennsylvania
$97K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$62.3K
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$61.2K
AG
74
AmeriFlex Group
Nevada
$61.1K +$61.1K +1,900 New
EWM
75
EPG Wealth Management
Georgia
$52.5K