ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
29 hedge funds and large institutions have $168M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
16% more funds holding
Funds holding: 25 → 29 (+4)
10.04% more ownership
Funds ownership: 65.24% → 75.28% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $170M → $168M (-$2.17M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$825K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$343K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$272K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$218K |
| 5 |
DP
Divergent Planning
Bethesda,
Maryland
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$3.28M |
| 2 |
MWM
Marion Wealth Management
Monroeville,
Pennsylvania
|
-$970K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$281K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$224K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
26
BOK Financial
Tulsa,
Oklahoma
| $32.8K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $17K | +$16.3K | +600 | New |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $16.8K | -$103K | -3,800 | -86% |
|
29
Bank of America
Charlotte,
North Carolina
| $8.34K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $1.69K | +$1.66K | +61 | New |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $28 | – | – | – |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$281K | -11,145 | Closed |
|
MLPB Hedge Fund Activity: Q1 2025 in Review
29 of the 7,457 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 Q1 2025, worth a combined $168M — down 1.3% from $170M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MLPB positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $825K. The largest seller was CIBC Private Wealth Group, cutting an estimated $3.28M.
- 29 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q1 2025, up from 25 in Q4 2024.
- Funds reported $168M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q1 2025, down 1.3% quarter-over-quarter.
- 5 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q1 2025 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 Q1 2025 was Wells Fargo, an estimated $825K added.
- The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q1 2025 was CIBC Private Wealth Group, an estimated $3.28M sold.
Based on aggregated 13F filings for Q1 2025.