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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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$647M
2
RC
2
RegentAtlantic Capital
New Jersey
$37.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$23.2M
5
CBU
5
CIBC Bank USA
Illinois
$47.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$241K
3
SFG
3
Sage Financial Group
Pennsylvania
$33.7M
4
WKKFT
4
W.K. Kellogg Foundation Trust
Michigan
$0
5
Wells Fargo
5
Wells Fargo
California
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
76
Live Your Vision
Pennsylvania
$4.42M +$103K +3,250 +2%
WSFS
77
Wilmington Savings Fund Society
Delaware
$4.4M -$309K -9,723 -7%
CFA
78
Camarda Financial Advisors
Florida
$4.26M -$28.4K -893 -0.7%
KPCM
79
Kings Point Capital Management
New York
$4.2M +$785K +24,687 +23%
M
80
MOTCO
Texas
$4.13M +$200K +6,295 +5%
VV
81
Valentine Ventures
Oregon
$3.83M -$39.4K -1,238 -1%
IAS
82
IMA Advisory Services
Colorado
$3.71M +$1.01M +31,863 +38%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$3.6M +$136K +4,286 +4%
PA
84
Planning Alternatives
Michigan
$3.56M -$201K -6,322 -5%
BRCM
85
Bright Rock Capital Management
Massachusetts
$3.51M – – –
Nomura Holdings
86
Nomura Holdings
Japan
$3.49M +$1.68M +52,912 +93%
IA
87
IndexIQ Advisors
New York
$3.44M +$3.26M +102,370 +1,793%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.42M +$2.89M +90,960 +554%
KC
89
Kepos Capital
New York
$3.3M +$3.3M +103,623 New
WA
90
Wilshire Advisors
California
$3.29M – – –
TCM
91
Twin Capital Management
Pennsylvania
$3.29M – – –
AA
92
Advisory Alpha
Michigan
$3.27M +$308K +9,690 +10%
EVM
93
Eaton Vance Management
Massachusetts
$3.04M +$230K +7,244 +8%
SCA
94
Salient Capital Advisors
Texas
$2.96M -$2.45M -77,011 -45%
CG
95
Cutler Group
California
$2.89M +$1.42M +44,595 +97%
WCM
96
Windsor Capital Management
Arizona
$2.63M +$57.5K +1,808 +2%
MA
97
Montag & Associates
Georgia
$2.62M -$1.92M -60,425 -42%
PAM
98
PVG Asset Management
Colorado
$2.61M -$112K -3,514 -4%
FAG
99
Financial Advisory Group
Texas
$2.55M -$55.1K -1,733 -2%
TC
100
Telemus Capital
Michigan
$2.49M -$1.19M -37,475 -32%
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4
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