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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
Raymond James Financial
1
Raymond James Financial
Florida
$12.4M +$2.06M +63,578 +20%
Wells Fargo
2
Wells Fargo
California
$12.2M +$681K +21,054 +6%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$4.89M +151,325 +73%
MHI
4
Miller Howard Investments
New York
$10.2M +$10M +310,011 New
LPL Financial
5
LPL Financial
California
$9.21M +$1.84M +56,871 +25%
Bank of America
6
Bank of America
North Carolina
$7.29M +$2.45M +75,885 +52%
Mariner
7
Mariner
Kansas
$6.84M -$2.44M -75,542 -27%
WWM
8
WT Wealth Management
Arizona
$5.2M +$4M +123,869 +356%
FIS
9
Fischer Investment Strategies
California
$5.18M +$5.11M +158,075 New
SA
10
Sanctuary Advisors
Indiana
$4.6M -$96.9K -2,998 -2%
Ameriprise
11
Ameriprise
Minnesota
$3.95M +$3.01M +93,140 +334%
Jane Street
12
Jane Street
New York
$3.8M +$1.69M +52,224 +82%
AAM
13
Advisors Asset Management
Colorado
$3.68M +$1.85M +57,138 +103%
WAM
14
WNY Asset Management
New York
$2.69M -$252K -7,791 -9%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$2.55M -$92.9K -2,872 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.5M +$847K +26,204 +52%
CRWM
17
Castle Rock Wealth Management
California
$2.42M +$7.37K +228 +0.3%
AAS
18
Avantax Advisory Services
Texas
$2.39M +$803K +24,829 +52%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$105K +3,242 +5%
UBS Group
20
UBS Group
Switzerland
$2.2M +$5.53K +171 +0.3%
XF
21
XML Financial
Maryland
$2.15M -$20.4K -630 -1%
Corient Private Wealth
22
Corient Private Wealth
Florida
$2.1M -$6.08K -188 -0.3%
TWP
23
TFO Wealth Partners
Ohio
$1.68M +$1.65M +51,121 New
KIA
24
Kraematon Investment Advisors
Massachusetts
$1.53M +$165K +5,103 +12%
GS
25
GTS Securities
New York
$1.42M +$233K +7,196 +20%

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.