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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$6.29M -$65K -2,911 -1%
LPL Financial
52
LPL Financial
California
$6.28M -$933K -41,789 -13%
BIA
53
Barry Investment Advisors
Massachusetts
$6.17M -$4.06M -181,694 -40%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$5.99M +$4.32M +193,636 +259%
KC
55
Kepos Capital
New York
$5.87M -$502K -22,513 -8%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$5.8M -$9.49K -425 -0.2%
RT
57
Rockland Trust
Massachusetts
$5.53M +$4.93M +221,050 +833%
GA
58
Greytown Advisors
Florida
$5.42M +$231K +10,350 +4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$5.4M -$58.7K -2,632 -1%
CCG
60
Chatham Capital Group
Georgia
$5.37M -$903K -40,468 -14%
SC
61
Stratford Consulting
Texas
$5.36M +$12.5K +558 +0.2%
William Blair & Company
62
William Blair & Company
Illinois
$5.36M -$4.47M -200,281 -45%
CTB
63
Country Trust Bank
Illinois
$5.28M +$621K +27,821 +13%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$5.18M -$924K -41,411 -15%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$4.64M +$808K +36,198 +21%
MCM
66
Manchester Capital Management
Vermont
$4.46M +$146K +5,490 +3%
WCM
67
Windsor Capital Management
Arizona
$4.32M +$15.7K +705 +0.4%
MAM
68
Marquette Asset Management
Minnesota
$3.98M +$2.24M +100,370 +129%
TCM
69
Tuttle Capital Management
Connecticut
$3.94M +$642K +28,759 +19%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$3.85M +$1.04M +26,298 +37%
DCM
71
Dimension Capital Management
Florida
$3.66M -$3.62K -162 -0.1%
TC
72
Telemus Capital
Michigan
$3.59M +$1.16M +51,929 +48%
MCM
73
MAI Capital Management
Ohio
$3.53M -$3.34M -149,844 -49%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$3.48M +$3.48M +156,019 New
AI
75
ArchPoint Investors
Florida
$3.24M +$3.24M +145,000 New
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