AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Overview Fund Activity
Delisted

AMJ was delisted on the 21st of May, 2024.

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298 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 116 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
6.65%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.33%
New
62
Increased
83
Reduced
116
Closed
56
Calls
$319M
Puts
$21.5M
Net Calls
+$297M
Net Calls Change
-$24.7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$157M
2
PPA
2
Parametric Portfolio Associates
Washington
$80.8M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$76.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M
5
MHI
5
Miller Howard Investments
New York
$22.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$244M
2
Invesco
2
Invesco
Georgia
$23.9M
3
CB
3
Commerce Bank
Missouri
$32.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIC
26
Uniplan Investment Counsel
Wisconsin
$13M +$751K +33,663 +6%
TWM
27
Tolleson Wealth Management
Texas
$12.5M +$12.5M +561,737 New
SCA
28
Salient Capital Advisors
Texas
$12.4M +$12.4M +556,245 New
WAM
29
Weiss Asset Management
Massachusetts
$12.4M +$12.4M +555,000 New
CAG
30
Crestwood Advisors Group
Massachusetts
$12M +$2.01M +90,239 +20%
CBB
31
Citizens Business Bank
California
$11.9M -$2.9M -130,040 -20%
V
32
Veritable
Delaware
$11.8M +$1.28M +57,301 +12%
KA
33
Klingman & Associates
New York
$11.7M -$7.41M -331,815 -39%
RCYC
34
Richard C. Young & Co
Rhode Island
$11M -$2.54M -113,803 -19%
AC
35
Athanor Capital
New York
$10.9M +$10.9M +490,305 New
ST
36
Sageworth Trust
Pennsylvania
$10.4M +$3.65M +163,617 +54%
SAS
37
Stelac Advisory Services
New York
$9.66M +$173K +7,670 +2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$9.54M -$6.01M -269,156 -39%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$9.54M +$5.54M +249,088 +139%
LF
40
Lee Financial
Texas
$9.06M +$6.25M +280,205 +223%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.81M -$4.1M -183,488 -32%
Wells Fargo
42
Wells Fargo
California
$8.59M -$1.89M -84,666 -18%
AllianceBernstein
43
AllianceBernstein
Tennessee
$8.18M +$1.15M +51,685 +16%
BP
44
Ballentine Partners
Massachusetts
$7.89M +$2.03M +90,813 +35%
OFG
45
Oxford Financial Group
Indiana
$7.74M +$7.74M +346,680 New
CCA
46
Clearwater Capital Advisors
Illinois
$7.24M -$552K -24,742 -7%
CFGS
47
Concourse Financial Group Securities
Alabama
$6.72M +$6.71M +300,777 +64,544%
ECG
48
Edge Capital Group
Georgia
$6.59M +$6.59M +295,449 New
SEIA
49
Signature Estate & Investment Advisors
California
$6.52M -$181K -8,101 -3%
AP
50
Arlington Partners
Alabama
$6.3M -$10.1M -450,374 -61%
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