ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
25 hedge funds and large institutions have $170M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
19% more funds holding
Funds holding: 21 → 25 (+4)
4% more capital invested
Capital invested by funds: $164M → $170M (+$6.64M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.66% less ownership
Funds ownership: 65.9% → 65.24% (-0.66%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAI
Savvy Advisors Inc
New York
|
+$680K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$277K |
| 4 |
CFO
Callan Family Office
Radnor,
Pennsylvania
|
+$266K |
| 5 |
MWM
Marion Wealth Management
Monroeville,
Pennsylvania
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$1.08M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$757K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$526K |
| 5 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $6.49K | – | – | – |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $25 | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.04K | -84 | Closed |
|
MLPB Hedge Fund Activity: Q4 2024 in Review
25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) for Q4 2024, worth a combined $170M — up 4.1% from $164M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MLPB positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Savvy Advisors Inc, opening a new position worth an estimated $680K. The largest seller was Wells Fargo, cutting an estimated $1.11M.
- 25 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $170M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q4 2024, up 4.1% quarter-over-quarter.
- 5 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q4 2024 was Savvy Advisors Inc, an estimated $680K added.
- The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q4 2024 was Wells Fargo, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2024.