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Alerian Energy Infrastructure ETF

30 hedge funds and large institutions have $30M invested in Alerian Energy Infrastructure ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$17M +$12.4M +682,200 +268%
UBS Group
2
UBS Group
Switzerland
$1.98M +$1.86M +102,379 +1,475%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.72M +$140K +7,858 +9%
Morgan Stanley
4
Morgan Stanley
New York
$1.54M -$3.34M -183,918 -68%
MA
5
MCF Advisors
Kentucky
$1.46M +$1.45M +79,826 +12,854%
NWM
6
Northwest Wealth Management
Iowa
$1.24M +$28.2K +1,557 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$951K +$951K +52,415 New
PFA
8
Pathway Financial Advisors
Vermont
$618K
Ameriprise
9
Ameriprise
Minnesota
$488K -$529K -28,747 -52%
WP
10
WealthSource Partners
California
$456K -$5.89K -325 -1%
OPA
11
Old Port Advisors
Maine
$441K +$441K +21,519 New
Bank of America
12
Bank of America
North Carolina
$367K -$14.8K -814 -4%
RJA
13
Raymond James & Associates
Florida
$319K -$10.3K -567 -3%
Victory Capital Management
14
Victory Capital Management
Texas
$290K
MWM
15
Mission Wealth Management
California
$210K -$76.6K -4,225 -27%
AAS
16
Avantax Advisory Services
Texas
$209K +$209K +11,629 New
WWM
17
Western Wealth Management
Colorado
$189K +$189K +10,611 New
AIM
18
Anchor Investment Management
South Carolina
$149K +$73 +4 +0%
CHA
19
Carmichael Hill & Associates
Maryland
$112K +$112K +12,840 New
CAL
20
Capital Advisors Ltd
Ohio
$89K -$204K -11,210 -70%
AG
21
Advisor Group
Arizona
$78K
PFC
22
Phocas Financial Corp
California
$40K
Wells Fargo
23
Wells Fargo
California
$23K +$23K +1,250 New
HT
24
Heritage Trust
Oklahoma
$15K -$15K -803 -50%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15K