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ETRACS Alerian MLP Infrastructure Index ETN Series B due April 2, 2040

29 hedge funds and large institutions have $172M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due April 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
Holders
29
Holders Change
Holders Change %
0%
% 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
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$82.5M -$843K -32,424 -1%
Wells Fargo
2
Wells Fargo
California
$59.2M +$2.3M +88,500 +4%
MWM
3
Marion Wealth Management
Pennsylvania
$15M +$277K +10,652 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.91M -$96.8K -3,722 -2%
MCM
5
MAI Capital Management
Ohio
$2.79M +$286 +11 +0%
MW
6
MBL Wealth
North Carolina
$1.49M +$44.9K +1,728 +3%
SAI
7
Savvy Advisors Inc
New York
$749K -$33.8K -1,300 -4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$617K +$617K +23,640 New
Citadel Advisors
9
Citadel Advisors
Florida
$609K +$349K +13,415 +134%
DT
10
Diversified Trust
Tennessee
$540K
KAS
11
Kestra Advisory Services
Texas
$502K +$502K +19,301 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$470K
IA
13
IFP Advisors
Florida
$429K +$101K +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 -$114K -4,394 -25%
Creative Planning
17
Creative Planning
Kansas
$293K +$66K +2,537 +29%
CFO
18
Callan Family Office
Pennsylvania
$278K
Wolverine Trading
19
Wolverine Trading
Illinois
$276K +$276K +10,576 New
FNBT
20
FineMark National Bank & Trust
Florida
$246K
ES
21
ETF Store
Kansas
$230K
FHA
22
First Horizon Advisors
Tennessee
$125K -$31.8K -1,222 -20%
Morgan Stanley
23
Morgan Stanley
New York
$59.8K -$195K -7,500 -77%
PTC
24
Private Trust Company
Ohio
$46.8K
Osaic Holdings
25
Osaic Holdings
Arizona
$44.2K +$44.2K +1,593 New