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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.12M
KMWM
52
Keudell/Morrison Wealth Management
Oregon
$1.11M -$15.9K -590 -1%
William Blair & Company
53
William Blair & Company
Illinois
$1.09M +$18.2K +677 +2%
NC
54
NBW Capital
Massachusetts
$966K +$463K +17,204 +103%
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$962K -$1.61M -59,802 -64%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$892K -$61.2K -2,277 -7%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$852K +$27.8K +1,034 +4%
CA
58
Cetera Advisors
Colorado
$808K +$762K +28,346 New
RIA
59
Regal Investment Advisors
Michigan
$807K -$633K -23,544 -45%
FA
60
Flagstar Advisors
New York
$806K -$19.2K -716 -2%
BJL
61
Brighton Jones LLC
Washington
$779K -$8.96M -333,238 -92%
TP
62
Tranquility Partners
Tennessee
$760K
AWA
63
Arete Wealth Advisors
Illinois
$755K -$72.9K -2,711 -9%
CIA
64
Capital Investment Advisors
Georgia
$746K -$2.37K -88 -0.3%
CAN
65
Cetera Advisor Networks
California
$724K +$197K +7,344 +41%
GWM
66
Gibbs Wealth Management
Georgia
$704K +$664K +24,704 New
Wells Fargo
67
Wells Fargo
California
$693K -$876K -32,587 -57%
CRC
68
Curi RMB Capital
Illinois
$672K +$5.65K +210 +0.9%
FG
69
Fiduciary Group
Georgia
$610K
RA
70
RFG Advisory
Alabama
$602K +$1.67K +62 +0.3%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$599K -$138K -5,145 -20%
SWA
72
Stratos Wealth Advisors
Ohio
$599K +$47.4K +1,763 +9%
NA
73
NewEdge Advisors
Louisiana
$559K +$137K +5,095 +35%
WI
74
Wintrust Investments
Illinois
$541K -$32.3K -1,200 -6%
AC
75
Annandale Capital
Texas
$536K