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Alerian Energy Infrastructure ETF

96 hedge funds and large institutions have $147M invested in Alerian Energy Infrastructure ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
52
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
51
Focus Partners Advisor Solutions
Missouri
$390K +$8.13K +248 +2%
NWM
52
Northwest Wealth Management
Iowa
$382K
IAS
53
Insigneo Advisory Services
Florida
$371K
FA
54
Fermata Advisors
California
$363K +$21.4K +652 +6%
KMWM
55
Keudell/Morrison Wealth Management
Oregon
$338K -$23.3K -710 -6%
ACP
56
Aveo Capital Partners
Colorado
$334K +$33.8K +1,080 +11%
DAS
57
Dynamic Advisor Solutions
Arizona
$334K +$7.57K +231 +2%
VF
58
Virtu Financial
New York
$333K -$48.1K -1,470 -13%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$325K +$58.7K +1,792 +22%
AWM
60
Angeles Wealth Management
California
$311K
PFS
61
Prospera Financial Services
Texas
$283K +$62.6K +1,910 +28%
MCM
62
MAI Capital Management
Ohio
$280K
SAF
63
Smith Anglin Financial
Texas
$271K +$33.2K +1,013 +14%
CWMK
64
Caliber Wealth Management (Kansas)
Kansas
$266K +$266K +8,132 New
HighTower Advisors
65
HighTower Advisors
Illinois
$264K +$6.65K +203 +3%
PCM
66
Pointe Capital Management
Michigan
$262K +$1.9K +58 +0.7%
1L
67
10Elms LLP
Oklahoma
$249K +$16.4K +500 +7%
PAG
68
Private Advisor Group
New Jersey
$238K +$238K +7,248 New
KAS
69
Kestra Advisory Services
Texas
$237K +$237K +7,231 New
TWM
70
TCFG Wealth Management
California
$220K +$220K +6,708 New
AIM
71
Anchor Investment Management
South Carolina
$218K +$492 +15 +0.2%
BWA
72
Bordeaux Wealth Advisors
California
$211K -$70.4K -2,147 -25%
Comerica Bank
73
Comerica Bank
Texas
$178K
IA
74
IFP Advisors
Florida
$170K +$590 +18 +0.3%
AG
75
AmeriFlex Group
Nevada
$137K +$74.7K +2,281 +120%