Enbridge

DT Midstream

Targa Resources

Kinder Morgan

Williams

ONEOK

Cheniere Energy

KeyCorp

TC Energy

Pembina Pipeline

Alerian Energy Infrastructure ETF

ENFR tracks an index of energy infrastructure companies in the US and Canada, weighted by market capitalization.

Growing demand for natural gas in the U.S. has led to that commodity being a key growth opportunity for midstream players. Williams (WMB) reaffirmed its strategy around natural gas during its analyst day last week.

Williams Reaffirms Significant Opportunity in Natural Gas

Alerian MLP ETF

UBS ETRACS Alerian MLP Infrastructure Index ETN Series B

Summary Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.

Beyond 2024: Examining Multi-Year Guidance for Midstream

Midstream companies generate substantial free cash flow relative to other income-generating investments. Kinder Morgan Inc. (KMI), as well as its midstream peers, has a higher median free cash flow yield than any of the 11 GICS sectors, according to data shared during Kinder Morgan's investor day on January 24.

Midstream Free Cash Flow Yields Beat Other Income-Generating Sectors

SS&C Technologies Hlds

DENVER , Feb. 8, 2024 /PRNewswire/ -- The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) declared its first quarter 2024 distribution of $0.34292 on Wednesday, February 7, 2024. The dividend is payable on February 13, 2024 to shareholders of record on February 9, 2024.

ALERIAN ENERGY INFRASTRUCTURE ETF DECLARES FIRST QUARTER DISTRIBUTION OF $0.34292

ENFR is a simple midstream energy index ETF. These companies are somewhat safer than average for the industry, with less commodity price exposure and earnings volatility. The fund yields 5.4%, with strong dividend growth too.

ENFR: Strong Midstream Energy ETF, Good 5.4% Yield And Recent Performance

Several midstream companies have recently declared increases to their dividends.   Midstream companies are in the early stages of reporting earnings, but many have already announced quarter-over-quarter growth in their dividends for the fourth quarter of 2023.

Midstream Names Grow Dividends With Earnings Underway

Roundhill Alerian LNG ETF

Summary U.S. LNG export capacity set to increase by 80% to 24.9 billion cubic feet per day (Bcf/d) over the next few years based on projects already under construction. Several more projects are signing long-term offtake agreements with a view to starting construction this year.

Midstream Positions for Ballooning U.S. LNG Exports

MLPs/energy infrastructure investments can fill a few different roles in client portfolios. The segment can be used to enhance yield in an income sleeve.

How Advisors Are Using MLPs/Energy Infrastructure in Portfolios

Energy is poised for a comeback as momentum wanes in Technology. The Alerian Energy Infrastructure ETF offers exposure to North American energy infrastructure companies. The ENFR ETF provides potential for stable cash flows, growth, and diversification, but investors should be aware of associated risks.

ENFR: A Return To Energy Leadership In 2024

As investors reenter the market in January after selling at year-end, midstream ETFs are worth consideration.  Clean energy ETFs were among the worst performers in 2023.

Check Out Midstream After Harvesting Clean Energy Losses

Supported by positive distribution trends and M&A activity, 2023 has been an exciting year for the midstream space. VettaFi's head of energy research Stacey Morris recently sat down with VettaFi writer Elle Caruso to discuss the outlook for midstream, 2024 guidance, and overlooked investment opportunities in the space.

VettaFi's Head of Energy Research on 2023 Highlights and Outlook for Midstream

ARK Genomic Revolution Multi-Sector ETF

Amplify Lithium & Battery Technology ETF

VanEck Vectors Biotech ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

PIMCO Active Bond ETF

Amplify Seymour Cannabis ETF

Global X Autonomous & Electric Vehicles ETF

First Trust Global Wind Energy ETF

Global X Genomics & Biotechnology ETF

iShares Core High Dividend ETF

iShares Nasdaq Biotechnology ETF

iShares Global Clean Energy ETF

iShares Core S&P Small Cap ETF

iShares U.S. Home Construction ETF

iShares Russell 2000 ETF

Adasina Social Justice All Cap Global ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

KraneShares Global Carbon ETF

Global X Lithium & Battery Tech ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco Dynamic Building & Construction ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Invesco S&P 500 Equal Weight ETF

Good morning, VettaFi Voices! We are a week out from the VettaFi 2024 Market Outlook Symposium on December 14, which will feature a range of ETF industry leaders discussing their expectations for different areas of the financial markets and the economy in 2024.

VettaFi Voices On: The Outlook for 2024

Energy Select Sector SPDR Fund

Midstream ETFs have generated attractive returns for investors but remain a compelling investment opportunity in the current environment. Midstream has been the top-performing segment in the energy sector year to date, strengthened by its defensive qualities, M&A activity, and positive dividend announcements.

Even With Strong Returns, Midstream Valuations Are Attractive

Summary Midstream's improved balance sheets and lower leverage ratios have been one of the benefits of excess cash flow.  Constituents of the Alerian Midstream Energy Select Index (AMEI) and the Alerian MLP Infrastructure Index (AMZI) have target leverage ratios between 2.5x and 5x.

Midstream/MLPs Raising the Bar With Lower Leverage

Two midstream names have announcd positive 2024 growth outlooks. TC Energy Corporation (TRP) and Enbridge (ENB) this week provided 2024 financial guidance.

2 Midstream Names Offer 2024 Financial Guidance

Investors may be surprised to learn midstream has an important role in supporting ESG initiatives and a cleaner energy future. MSCI recently upgraded Enterprise Products Partners LP's (EPD) ESG rating from a BBB to an A, the midstream company said during its third-quarter earnings call last month.

MSCI Upgrades Midstream Company Enterprise's ESG Rating to “A”

Oil demand has increased tremendously in the past few years, rebounding from COVID-era lows. Just three years ago, in the early months of the pandemic and lockdowns, oil demand declined alongside strengthening pressure for energy transition initiatives.

Plains All American on Oil Demand Longevity

DENVER , Nov. 9, 2023 /PRNewswire/ -- The Alerian Energy Infrastructure ETF (NYSE Arca: ENFR) declared its fourth quarter 2023 distribution of $0.32156 on Wednesday, November 8, 2023. The dividend is payable on November 14, 2023 to shareholders of record on November 10, 2023.

ALERIAN ENERGY INFRASTRUCTURE ETF DECLARES FOURTH QUARTER DISTRIBUTION OF $0.32156

A handful of midstream names have already announced increases to their dividends. The midstream segment is known for offering generous income, making it a primary reason many advisors use MLPs and energy infrastructure companies in portfolios.

Several Midstream Companies Grow Q3 Dividends

Summary Energy infrastructure ETFs that include corporations and MLPs tend to be appealing for their total return potential, while providing better representation of the North American midstream universe. Midstream yields are generous relative to other equity income investments and are backed by positive dividend trends.

10 Years of Midstream: Total Return Still Compelling

Geopolitical factors stemming from the Middle East are certainly going to make for more volatile energy prices ahead, but risk averse investors don't have to shun exposure to the energy sector entirely with available options like the Alerian Energy Infrastructure ETF (ENFR).

Smooth Out Volatile Energy Investing With This Midstream ETF

The Alerian Energy Infrastructure ETF offers investors exposure to the leading energy infrastructure companies and MLPs. The oil market could see a deficit in Q4-2023, which bodes well for the midstream industry. The ETF's top holdings like EPD and ENB are well-positioned to benefit from the favourable business environment.

ENFR: Pipelines And Profits, A Dive Into The Energy Infrastructure-Based ETF

Two Canadian energy infrastructure companies have separately struck deals to grow assets. Calgary-based Enbridge (NYSE:ENB) and AltaGas (TSX:ALA) have  announced acquisitions of utilities and midstream assets, respectively, in the past month.

Top ETF Holding Enbridge Adds U.S. Utilities Assets

Advisors are using energy infrastructure ETFs in several different ways in client portfolios.  While energy infrastructure is a space that's been best-known for its generous income, it offers other portfolio benefits as well due to the unique characteristics of the asset class.

How to Use Energy Infrastructure ETFs in Portfolios

Summary Utilities and midstream can provide similar portfolio benefits and may be found together in the income or real asset sleeves of portfolios. A long-term correlation between utilities and midstream/MLPs is relatively low at around 0.3, highlighting important differences between these investments.

News for Alerian Energy Infrastructure ETF ETF (ENFR)