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Alerian Energy Infrastructure ETF

97 hedge funds and large institutions have $151M 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, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 11

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $103M → $151M (+$48.9M)

8% more funds holding

Funds holding: 9097 (+7)

5.44% more ownership

Funds ownership: 44.15%49.59% (+5.4%)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% 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
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
51
Per Stirling Capital Management
Texas
$409K +$178K +5,521 +79%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$390K +$8.02K +248 +2%
NWM
53
Northwest Wealth Management
Iowa
$382K
IAS
54
Insigneo Advisory Services
Florida
$371K
FA
55
Fermata Advisors
California
$363K +$21.1K +652 +6%
KMWM
56
Keudell/Morrison Wealth Management
Oregon
$338K -$23K -710 -6%
ACP
57
Aveo Capital Partners
Colorado
$334K +$34.9K +1,080 +11%
DAS
58
Dynamic Advisor Solutions
Arizona
$334K +$7.47K +231 +2%
VF
59
Virtu Financial
New York
$333K -$47.5K -1,470 -13%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$325K +$57.9K +1,792 +22%
AWM
61
Angeles Wealth Management
California
$311K
PFS
62
Prospera Financial Services
Texas
$283K +$61.8K +1,910 +28%
MCM
63
MAI Capital Management
Ohio
$280K
SAF
64
Smith Anglin Financial
Texas
$271K +$32.8K +1,013 +14%
CWMK
65
Caliber Wealth Management (Kansas)
Kansas
$266K +$263K +8,132 New
HighTower Advisors
66
HighTower Advisors
Illinois
$264K +$6.56K +203 +3%
PCM
67
Pointe Capital Management
Michigan
$262K +$1.88K +58 +0.7%
1L
68
10Elms LLP
Oklahoma
$249K +$16.2K +500 +7%
PAG
69
Private Advisor Group
New Jersey
$238K +$234K +7,248 New
KAS
70
Kestra Advisory Services
Texas
$237K +$234K +7,231 New
TWM
71
TCFG Wealth Management
California
$220K +$217K +6,708 New
AIM
72
Anchor Investment Management
South Carolina
$218K +$485 +15 +0.2%
BWA
73
Bordeaux Wealth Advisors
California
$211K -$69.4K -2,147 -25%
Comerica Bank
74
Comerica Bank
Texas
$178K
IA
75
IFP Advisors
Florida
$170K +$582 +18 +0.3%

ENFR Hedge Fund Activity: Q1 2025 in Review

97 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q1 2025, worth a combined $151M — up 48% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ENFR positions and 5 closed out — a net gain of 8 holders — while 52 added to existing stakes and 11 trimmed.

The largest buyer was Miller Howard Investments, opening a new position worth an estimated $10M. The largest seller was Mariner, cutting an estimated $2.44M.

  • 97 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $151M of Alerian Energy Infrastructure ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 13 funds opened new Alerian Energy Infrastructure ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q1 2025 was Miller Howard Investments, an estimated $10M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q1 2025 was Mariner, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2025.