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AMJ

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

Delisted

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

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178 hedge funds and large institutions have $1.72B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $1.54M

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 178 → 178 (0)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

7% less capital invested

Capital invested by funds: $1.86B → $1.72B (-$139M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
50
Reduced
53
Closed
17
Calls
$6.88M
Puts
$1.54M
Net Calls
+$5.34M
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$24.4M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$10.9M
3
Morgan Stanley
Morgan Stanley
New York
+$10.9M
4
VF
Virtu Financial
New York
+$8.6M
5
FFG
Fortem Financial Group
California
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
-$7.28M
2
RBC
Rye Brook Capital
Connecticut
-$5.72M
3
ECG
Edge Capital Group
Georgia
-$4.77M
4
Wolverine Trading
Wolverine Trading
Illinois
-$3.52M
5
ASI
Advisory Services & Investments
Oregon
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
26
Castle Rock Wealth Management
California
$2.2M -$150K -7,111 -6%
SAS
27
Stelac Advisory Services
New York
$2.19M – – –
LSPW
28
Lake Street Private Wealth
Illinois
$2.07M -$265K -12,600 -10%
AWS
29
Atria Wealth Solutions
New York
$1.98M +$333K +15,835 +18%
PAM
30
Peak Asset Management
Colorado
$1.97M +$130K +6,154 +6%
UCFA
31
United Capital Financial Advisors
Texas
$1.8M – – –
NEAM
32
New England Asset Management
Connecticut
$1.76M – – –
MPCL
33
My Personal CFO LLC
Washington
$1.68M -$126K -6,003 -6%
AIA
34
Arrow Investment Advisors
Maryland
$1.63M +$1.81M +85,779 New
HW
35
Hancock Whitney
Mississippi
$1.6M -$10K -477 -0.6%
Wells Fargo
36
Wells Fargo
California
$1.53M -$60K -2,848 -3%
EHC
37
Everett Harris & Co
California
$1.49M +$884K +41,995 +114%
FPS
38
Fieldpoint Private Securities
Connecticut
$1.47M +$1.38M +65,669 +546%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.44M +$230K +10,942 +17%
RIA
40
Regal Investment Advisors
Michigan
$1.42M +$48.1K +2,285 +3%
LNWTC
41
Laird Norton Wetherby Trust Company
Washington
$1.4M – – –
SWIM
42
Smallwood Wealth Investment Management
New Jersey
$1.39M -$17.5K -829 -1%
GA
43
Greytown Advisors
Florida
$1.36M – – –
KP
44
Keel Point
Alabama
$1.35M +$451K +21,423 +51%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1.28M – – –
KAS
46
Kestra Advisory Services
Texas
$1.22M -$223K -10,570 -14%
SSW
47
Stone Summit Wealth
Florida
$1.12M -$5.52K -262 -0.4%
Citadel Advisors
48
Citadel Advisors
Florida
$1.09M +$732K +34,735 +152%
V
49
Veritable
Delaware
$1.03M -$57.5K -2,730 -5%
PWPCM
50
Perella Weinberg Partners Capital Management
New York
$911K – – –
1
2
3 4 5

AMJ Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2022, worth a combined $1.72B — down 7.5% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AMJ positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.4M. The largest seller was Evergreen Capital Management, cutting an estimated $7.28M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $1.72B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 19 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2022 was JP Morgan Chase, an estimated $24.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2022 was Evergreen Capital Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2022.