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Alerian Energy Infrastructure ETF

90 hedge funds and large institutions have $103M invested in Alerian Energy Infrastructure ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

41% more capital invested

Capital invested by funds: $72.7M → $103M (+$29.9M)

22% more funds holding

Funds holding: 7490 (+16)

4.82% more ownership

Funds ownership: 39.34%44.15% (+4.8%)

Holders
90
Holders Change
+16
Holders Change %
+21.62%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
32
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11M +$275K +8,968 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$9.85M +$9.69M +316,141 New
Mariner
3
Mariner
Kansas
$8.85M -$98K -3,196 -1%
LPL Financial
4
LPL Financial
California
$6.98M +$2.78M +90,590 +68%
Morgan Stanley
5
Morgan Stanley
New York
$6.42M +$2.5M +81,394 +65%
SA
6
Sanctuary Advisors
Indiana
$4.72M +$4.39M +143,237 New
Bank of America
7
Bank of America
North Carolina
$4.56M +$416K +13,581 +10%
WAM
8
WNY Asset Management
New York
$2.8M -$185K -6,046 -6%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$2.52M -$115K -3,762 -4%
CRWM
10
Castle Rock Wealth Management
California
$2.37M +$511K +16,665 +29%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$33.2K -1,084 -2%
UBS Group
12
UBS Group
Switzerland
$2.08M -$28.6K -933 -1%
XF
13
XML Financial
Maryland
$2.06M +$21.3K +695 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$2M +$214K +6,991 +12%
Jane Street
15
Jane Street
New York
$1.99M +$877K +28,605 +81%
AAM
16
Advisors Asset Management
Colorado
$1.72M +$1.62M +52,957 +2,304%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.56M -$273K -8,911 -15%
AAS
18
Avantax Advisory Services
Texas
$1.5M +$52.5K +1,714 +4%
FEM
19
Fulcrum Equity Management
Texas
$1.32M -$30K -977 -2%
KIA
20
Kraematon Investment Advisors
Massachusetts
$1.3M +$5.24K +171 +0.4%
GS
21
GTS Securities
New York
$1.13M +$253K +8,256 +29%
WWM
22
WT Wealth Management
Arizona
$1.08M +$729K +23,782 +216%
CAGAS
23
Capital Advisory Group Advisory Services
Minnesota
$1.08M +$481K +15,706 +82%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.04M +$33.8K +1,101 +3%
NA
25
NewEdge Advisors
Louisiana
$1.04M +$186K +6,077 +22%

ENFR Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerian Energy Infrastructure ETF (ENFR) for Q4 2024, worth a combined $103M — up 41% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ENFR positions and 4 closed out — a net gain of 19 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Sanctuary Advisors, opening a new position worth an estimated $4.39M. The largest seller was Fielder Capital Group, cutting an estimated $562K.

  • 90 institutional investors held Alerian Energy Infrastructure ETF (ENFR) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $103M of Alerian Energy Infrastructure ETF stock for Q4 2024, up 41% quarter-over-quarter.
  • 23 funds opened new Alerian Energy Infrastructure ETF positions in Q4 2024 and 4 closed out, a net change of +19 holders.
  • The largest Alerian Energy Infrastructure ETF buyer in Q4 2024 was Sanctuary Advisors, an estimated $4.39M added.
  • The largest Alerian Energy Infrastructure ETF seller in Q4 2024 was Fielder Capital Group, an estimated $562K sold.

Based on aggregated 13F filings for Q4 2024.