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

29 hedge funds and large institutions have $172M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5.24% more ownership

Funds ownership: 75.28%80.51% (+5.2%)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.67M)

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
6
Closed
4
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
$82.5M -$829K -32,424 -1%
Wells Fargo
2
Wells Fargo
California
$59.2M +$2.26M +88,500 +4%
MWM
3
Marion Wealth Management
Pennsylvania
$15M +$272K +10,652 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.91M -$95.1K -3,722 -2%
MCM
5
MAI Capital Management
Ohio
$2.79M +$281 +11 +0%
MW
6
MBL Wealth
North Carolina
$1.49M +$44.2K +1,728 +3%
SAI
7
Savvy Advisors Inc
New York
$749K -$33.2K -1,300 -4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$617K +$604K +23,640 New
Citadel Advisors
9
Citadel Advisors
Florida
$609K +$343K +13,415 +134%
DT
10
Diversified Trust
Tennessee
$540K
KAS
11
Kestra Advisory Services
Texas
$502K +$493K +19,301 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$470K
IA
13
IFP Advisors
Florida
$429K +$99.1K +3,876 +31%
Cerity Partners
14
Cerity Partners
New York
$411K
Neuberger Berman Group
15
Neuberger Berman Group
New York
$395K
LPL Financial
16
LPL Financial
California
$352K -$112K -4,394 -25%
Creative Planning
17
Creative Planning
Kansas
$293K +$64.8K +2,537 +29%
CFO
18
Callan Family Office
Pennsylvania
$278K
Wolverine Trading
19
Wolverine Trading
Illinois
$276K +$270K +10,576 New
FNBT
20
FineMark National Bank & Trust
Florida
$246K
ES
21
ETF Store
Kansas
$230K
FHA
22
First Horizon Advisors
Tennessee
$125K -$31.2K -1,222 -20%
Morgan Stanley
23
Morgan Stanley
New York
$59.8K -$192K -7,500 -77%
PTC
24
Private Trust Company
Ohio
$46.8K
Osaic Holdings
25
Osaic Holdings
Arizona
$44.2K +$40.7K +1,593 New

MLPB Hedge Fund Activity: Q2 2025 in Review

29 of the 7,601 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 Q2 2025, worth a combined $172M — up 2.2% from $168M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MLPB positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.09M sold.

  • 29 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $172M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 5 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q2 2025 was Wells Fargo, an estimated $2.26M added.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q2 2025 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2025.