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ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040

25 hedge funds and large institutions have $150M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $142M → $150M (+$7.73M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 70.33%69.67% (-0.67%)

7% less funds holding

Funds holding: 2725 (-2)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$55.4M -$272K -15,203 -0.5%
Wells Fargo
2
Wells Fargo
California
$48.5M -$1.71M -95,336 -3%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$17M +$1.59M +88,933 +10%
MWM
4
Marion Wealth Management
Pennsylvania
$7.72M +$393K +21,956 +5%
NC
5
NBW Capital
Massachusetts
$4.88M -$75.8K -4,239 -1%
IMC Chicago
6
IMC Chicago
Illinois
$3.75M +$812K +45,409 +27%
MCM
7
MAI Capital Management
Ohio
$3.7M +$179 +10 +0%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.23M -$65.9K -3,684 -2%
MW
9
MBL Wealth
North Carolina
$1.8M -$192K -10,739 -9%
QCG
10
Quadrant Capital Group
Ohio
$581K
DT
11
Diversified Trust
Tennessee
$498K -$121K -6,736 -19%
BRWA
12
B. Riley Wealth Advisors
Florida
$488K +$447 +25 +0.1%
Citadel Advisors
13
Citadel Advisors
Florida
$447K +$144K +8,060 +45%
SAM
14
Selway Asset Management
$444K -$17.9K -1,000 -4%
CCM
15
Covington Capital Management
California
$425K
LPL Financial
16
LPL Financial
California
$286K -$20.2K -1,130 -6%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$267K
FHA
18
First Horizon Advisors
Tennessee
$171K
UBS Group
19
UBS Group
Switzerland
$67K +$69.6K +3,891 New
ANBT
20
American National Bank & Trust
Texas
$66K
Morgan Stanley
21
Morgan Stanley
New York
$41K +$22.4K +1,254 +115%
PTC
22
Private Trust Company
Ohio
$31K
CWM
23
Cranbrook Wealth Management
Michigan
$25K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$24K
IA
25
IFP Advisors
Florida
$8K

MLPB Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 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 Q3 2022, worth a combined $150M — up 5.4% from $142M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MLPB and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Fifth Third Bancorp, adding an estimated $1.59M. The largest seller was Wells Fargo, cutting an estimated $1.71M.

  • 25 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q3 2022, down from 27 in Q2 2022.
  • Funds reported $150M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q3 2022, up 5.4% quarter-over-quarter.
  • 1 fund opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q3 2022 and 3 closed out, a net change of -2 holders.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q3 2022 was Fifth Third Bancorp, an estimated $1.59M added.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q3 2022 was Wells Fargo, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2022.