ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
26 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 6 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
24% more funds holding
Funds holding: 21 → 26 (+5)
4% more capital invested
Capital invested by funds: $164M → $170M (+$6.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 65.9% → 65.26% (-0.64%)
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 |
MLPB Hedge Fund Activity: Q4 2024 in Review
26 of the 7,607 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: 6 funds opened new MLPB positions and 1 closed out — a net gain of 5 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.
- 26 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.
- 6 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 +5 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.