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Alerian Energy Infrastructure ETF

117 hedge funds and large institutions have $230M invested in Alerian Energy Infrastructure ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

33% more capital invested

Capital invested by funds: $173M → $230M (+$57.3M)

11% more funds holding

Funds holding: 105117 (+12)

0.28% more ownership

Funds ownership: 52.46%52.74% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
117
Holders Change
+12
Holders Change %
+11.43%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
46
Reduced
31
Closed
7
Calls
$233K
Puts
Net Calls
+$233K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$21.5M +$823K +23,352 +4%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M +$7.73M +219,554 +69%
Wells Fargo
3
Wells Fargo
California
$14.7M -$12.1K -344 -0.1%
LPL Financial
4
LPL Financial
California
$13.9M +$1.72M +48,776 +15%
AAM
5
Advisors Asset Management
Colorado
$9.29M +$737K +20,908 +9%
GHI
6
Gross & Hartman Investments
Pennsylvania
$9.23M +$2.27M +64,454 +36%
Bank of America
7
Bank of America
North Carolina
$8.88M +$1.25M +35,517 +18%
Goldman Sachs
8
Goldman Sachs
New York
$8.11M +$433K +12,283 +6%
Mariner
9
Mariner
Kansas
$7.07M -$68.1K -1,934 -1%
IFG
10
Independent Financial Group
California
$6.88M +$1.1M +31,135 +21%
Jane Street
11
Jane Street
New York
$6.49M +$2.87M +81,484 +92%
Ameriprise
12
Ameriprise
Minnesota
$5.72M +$1.37M +38,751 +35%
SHFC
13
Safe Harbor Family Capital
North Carolina
$5.69M +$2.09M +59,232 +66%
BCM
14
Brasada Capital Management
Texas
$4.37M -$114K -3,230 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4M +$2.29M +64,960 +164%
CRWM
16
Castle Rock Wealth Management
California
$3.75M -$1.34K -38 -0%
PWAC
17
Private Wealth Advisors (California)
California
$3.54M +$3.26M +92,645 New
Stifel Financial
18
Stifel Financial
Missouri
$3.44M +$213K +6,060 +7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.25M -$208K -5,909 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.24M +$1.1M +31,359 +59%
Corient Private Wealth
21
Corient Private Wealth
Florida
$2.98M -$3.1M -87,888 -53%
UBS Group
22
UBS Group
Switzerland
$2.9M +$490K +13,920 +22%
SA
23
Sanctuary Advisors
Indiana
$2.66M -$562K -15,959 -19%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$2.64M -$215K -6,112 -8%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.45M -$295K -8,361 -11%