ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
24 hedge funds and large institutions have $141M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and closing their positions.
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.91% less ownership
Funds ownership: 66.7% → 64.79% (-1.9%)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
76% less capital inflows, than outflows
Capital inflows: $1.28M | Capital outflows: $5.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Farther Finance Advisors
San Francisco,
California
|
+$923K |
| 2 |
Neuberger Berman Group
New York
|
+$327K |
| 3 |
Morgan Stanley
New York
|
+$25.7K |
| 4 |
MAI Capital Management
Independence,
Ohio
|
+$213 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$2.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.86M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$333K |
| 4 |
Marion Wealth Management
Monroeville,
Pennsylvania
|
-$99.4K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$93.7K |
MLPB Hedge Fund Activity: Q4 2023 in Review
24 of the 6,876 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 2023, worth a combined $141M — down 2.3% from $145M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MLPB positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.
The largest buyer was Farther Finance Advisors, opening a new position worth an estimated $923K. The largest seller was CIBC Private Wealth Group, cutting an estimated $2.76M.
- 24 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $141M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q4 2023, down 2.3% quarter-over-quarter.
- 1 fund opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q4 2023 was Farther Finance Advisors, an estimated $923K added.
- The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q4 2023 was CIBC Private Wealth Group, an estimated $2.76M sold.
Based on aggregated 13F filings for Q4 2023.