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

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

16% more funds holding

Funds holding: 2529 (+4)

10.04% more ownership

Funds ownership: 65.24%75.28% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
5
Reduced
7
Closed
1
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
$75.2M -$3.28M -120,603 -4%
Wells Fargo
2
Wells Fargo
California
$60.8M +$825K +30,372 +1%
MWM
3
Marion Wealth Management
Pennsylvania
$15.7M -$970K -35,693 -6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.28M -$224K -8,247 -5%
MCM
5
MAI Capital Management
Ohio
$2.97M +$245 +9 +0%
MW
6
MBL Wealth
North Carolina
$1.54M -$54.3K -2,000 -3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.09M +$218K +8,026 +26%
SAI
8
Savvy Advisors Inc
New York
$835K +$75.9K +2,795 +10%
SAM
9
Selway Asset Management
$717K
DT
10
Diversified Trust
Tennessee
$577K
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$502K
LPL Financial
12
LPL Financial
California
$498K -$21K -772 -4%
Cerity Partners
13
Cerity Partners
New York
$439K -$25.1K -925 -6%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$422K
IA
15
IFP Advisors
Florida
$351K +$343K +12,636 New
CFO
16
Callan Family Office
Pennsylvania
$297K
Citadel Advisors
17
Citadel Advisors
Florida
$278K +$272K +10,011 New
Morgan Stanley
18
Morgan Stanley
New York
$272K
FNBT
19
FineMark National Bank & Trust
Florida
$263K
ES
20
ETF Store
Kansas
$246K
Creative Planning
21
Creative Planning
Kansas
$243K +$169K +6,210 +245%
DP
22
Divergent Planning
Maryland
$205K +$198K +7,300 New
FHA
23
First Horizon Advisors
Tennessee
$167K
PTC
24
Private Trust Company
Ohio
$50K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$36K

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.