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Alerian Energy Infrastructure ETF

44 hedge funds and large institutions have $33M invested in Alerian Energy Infrastructure ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

71% more capital invested

Capital invested by funds: $19.3M → $33M (+$13.7M)

22% more funds holding

Funds holding: 3644 (+8)

2.55% more ownership

Funds ownership: 30.11%32.67% (+2.6%)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$7.79M -$402K -19,192 -5%
Bank of America
2
Bank of America
North Carolina
$3.64M +$331K +15,813 +11%
FEM
3
Fulcrum Equity Management
Texas
$3.29M +$3.04M +145,176 New
Wells Fargo
4
Wells Fargo
California
$2.34M +$1.26M +60,431 +141%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.23M +$44.3K +2,118 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.06M +$253K +12,073 +15%
WAM
7
WNY Asset Management
New York
$1.32M +$603K +28,811 +99%
LPL Financial
8
LPL Financial
California
$990K +$249K +11,906 +38%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$974K +$25.3K +1,207 +3%
UBS Group
10
UBS Group
Switzerland
$895K +$38.8K +1,854 +5%
KIA
11
Kraematon Investment Advisors
Massachusetts
$878K +$809K +38,671 New
BA
12
Bridge Advisory
California
$823K +$758K +36,237 New
RRWA
13
Rainey & Randall Wealth Advisors
Florida
$627K +$16.8K +801 +3%
NWM
14
Northwest Wealth Management
Iowa
$552K +$1.49K +71 +0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$503K +$54.9K +2,624 +13%
PAG
16
Private Advisor Group
New Jersey
$492K +$91K +4,350 +25%
IA
17
IFP Advisors
Florida
$379K +$363K +17,373 New
MCM
18
MAI Capital Management
Ohio
$321K -$76K -3,633 -20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$318K
CL
20
CPWM LLC
Washington
$278K +$4.85K +232 +2%
Millennium Management
21
Millennium Management
New York
$278K +$257K +12,264 New
KMWM
22
Keudell/Morrison Wealth Management
Oregon
$252K
BFS
23
Bard Financial Services
Connecticut
$227K +$209K +10,000 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$215K +$198K +9,454 New
BAM
25
Belpointe Asset Management
Nevada
$208K +$191K +9,144 New

ENFR Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q1 2022, worth a combined $33M — up 71% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ENFR positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $3.04M. The largest seller was Mariner, cutting an estimated $402K.

  • 44 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $33M of Alerian Energy Infrastructure ETF stock for Q1 2022, up 71% quarter-over-quarter.
  • 11 funds opened new Alerian Energy Infrastructure ETF positions in Q1 2022 and 2 closed out, a net change of +9 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q1 2022 was Fulcrum Equity Management, an estimated $3.04M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q1 2022 was Mariner, an estimated $402K sold.

Based on aggregated 13F filings for Q1 2022.