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Alerian Energy Infrastructure ETF

98 hedge funds and large institutions have $148M invested in Alerian Energy Infrastructure ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

1% more funds holding

Funds holding: 9798 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $151M → $148M (-$3.19M)

2.15% less ownership

Funds ownership: 49.59%47.45% (-2.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
40
Reduced
31
Closed
11
Calls
$1.33M
Puts
Net Calls
+$1.33M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Milestone Asset Management
Pennsylvania
$509K -$89.6K -2,863 -15%
PSCM
52
Per Stirling Capital Management
Texas
$435K +$30.9K +988 +8%
SFS
53
Sowell Financial Services
Arkansas
$404K -$12.5K -400 -3%
OBWG
54
Onyx Bridge Wealth Group
New York
$393K -$67.3K -2,150 -15%
CIS
55
Custom Index Systems
New York
$381K +$370K +11,825 New
MCM
56
MAI Capital Management
Ohio
$372K +$93.8K +3,000 +35%
IAS
57
Insigneo Advisory Services
Florida
$365K
FA
58
Fermata Advisors
California
$355K -$1.75K -56 -0.5%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$340K -$42K -1,342 -11%
NWM
60
Northwest Wealth Management
Iowa
$332K -$42K -1,342 -12%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$321K +$782 +25 +0.3%
TWM
62
TCFG Wealth Management
California
$314K +$94.6K +3,025 +45%
KMWM
63
Keudell/Morrison Wealth Management
Oregon
$285K -$45.7K -1,460 -14%
HighTower Advisors
64
HighTower Advisors
Illinois
$281K +$20.3K +650 +8%
CWMK
65
Caliber Wealth Management (Kansas)
Kansas
$265K +$2.66K +85 +1%
PCM
66
Pointe Capital Management
Michigan
$260K +$2.03K +65 +0.8%
PAG
67
Private Advisor Group
New Jersey
$256K +$21.7K +695 +10%
1L
68
10Elms LLP
Oklahoma
$251K +$6.26K +200 +3%
AG
69
AmeriFlex Group
Nevada
$226K +$89.4K +2,857 +68%
AWM
70
Angeles Wealth Management
California
$226K -$78.2K -2,500 -26%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$220K +$214K +6,835 New
KAS
72
Kestra Advisory Services
Texas
$208K -$24K -767 -11%
Comerica Bank
73
Comerica Bank
Texas
$175K
IA
74
IFP Advisors
Florida
$168K +$626 +20 +0.4%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$123K +$10.1K +324 +9%

ENFR Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q2 2025, worth a combined $148M — down 2.1% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ENFR positions and 11 closed out — a net gain of 1 holder — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.37M. The largest seller was Miller Howard Investments, cutting an estimated $2.24M.

  • 98 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $148M of Alerian Energy Infrastructure ETF stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 12 funds opened new Alerian Energy Infrastructure ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Alerian Energy Infrastructure ETF buyer in Q2 2025 was Raymond James Financial, an estimated $1.37M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q2 2025 was Miller Howard Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2025.