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

25 hedge funds and large institutions have $167M invested in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $165M → $167M (+$1.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 2825 (-3)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
6
Reduced
9
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
$79.1M +$273K +10,976 +0.4%
Wells Fargo
2
Wells Fargo
California
$59.3M -$220K -8,850 -0.4%
MWM
3
Marion Wealth Management
Pennsylvania
$16M +$459K +18,434 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.5M -$253K -10,155 -7%
MCM
5
MAI Capital Management
Ohio
$2.53M -$5.43K -218 -0.2%
MW
6
MBL Wealth
North Carolina
$1.49M +$4.98K +200 +0.3%
SAI
7
Savvy Advisors Inc
New York
$645K -$32.9K -1,320 -5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$625K +$6K +241 +1%
DT
9
Diversified Trust
Tennessee
$576K +$49.6K +1,991 +10%
Citadel Advisors
10
Citadel Advisors
Florida
$464K +$26.5K +1,064 +6%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$454K
IA
12
IFP Advisors
Florida
$413K -$4.98K -200 -1%
LPL Financial
13
LPL Financial
California
$287K -$54.5K -2,190 -16%
CFO
14
Callan Family Office
Pennsylvania
$271K
FNBT
15
FineMark National Bank & Trust
Florida
$240K
ES
16
ETF Store
Kansas
$223K -$1.05K -42 -0.5%
Creative Planning
17
Creative Planning
Kansas
$221K -$63.2K -2,537 -22%
FHC
18
First Horizon Corporation
Tennessee
$121K
KAS
19
Kestra Advisory Services
Texas
$106K +$105K +4,204 New
Morgan Stanley
20
Morgan Stanley
New York
$58.2K
PTC
21
Private Trust Company
Ohio
$45.5K
ANBT
22
American National Bank & Trust
Texas
$45K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$15K
UBS Group
24
UBS Group
Switzerland
$10.5K -$18.1K -726 -64%
Bank of America
25
Bank of America
North Carolina
$6.52K

MLPB Hedge Fund Activity: Q4 2025 in Review

25 of the 8,223 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 2025, worth a combined $167M — up 0.99% from $165M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MLPB and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Marion Wealth Management, adding an estimated $459K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $528K sold.

  • 25 institutional investors held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) as of Q4 2025, down from 28 in Q3 2025.
  • Funds reported $167M of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 stock for Q4 2025, up 0.99% quarter-over-quarter.
  • 2 funds opened new ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 positions in Q4 2025 and 4 closed out, a net change of -2 holders.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 buyer in Q4 2025 was Marion Wealth Management, an estimated $459K added.
  • The largest ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 seller in Q4 2025 was Susquehanna International Group, an estimated $528K sold.

Based on aggregated 13F filings for Q4 2025.