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 %
TA
76
Tiedemann Advisors
New York
$3.2M +$3.2M +143,411 New
LYV
77
Live Your Vision
Pennsylvania
$3.09M -$34.8K -1,421 -1%
JIC
78
Johnson Investment Counsel
Ohio
$3M +$16.4K +733 +0.5%
MWM
79
Mission Wealth Management
California
$2.93M +$1.26M +56,360 +75%
HWA
80
HCR Wealth Advisors
California
$2.86M -$190K -8,500 -6%
MAU
81
MRA Associates USA
Arizona
$2.79M +$2.79M +124,795 New
HCM
82
Hilton Capital Management
New York
$2.78M +$2.78M +124,568 New
JA
83
JOYN Advisors
Georgia
$2.77M +$2.77M +123,987 New
PWPCM
84
Perella Weinberg Partners Capital Management
New York
$2.74M -$3.96M -177,475 -59%
CS
85
Credit Suisse
Switzerland
$2.68M -$2.48M -110,964 -48%
BCM
86
Blume Capital Management
California
$2.62M +$2.62M +117,250 New
MML Investors Services
87
MML Investors Services
Massachusetts
$2.62M +$1.96M +87,865 +300%
CIA
88
Capital Investment Advisors
Georgia
$2.56M -$125K -5,611 -5%
AG
89
Advisor Group
Arizona
$2.55M +$230K +10,311 +10%
WA
90
Wilshire Advisors
California
$2.42M +$115K +5,145 +5%
TCM
91
Twin Capital Management
Pennsylvania
$2.42M +$115K +5,145 +5%
NCM
92
Novare Capital Management
North Carolina
$2.4M +$1.46M +65,300 +155%
NCM
93
Noesis Capital Mangement
Florida
$2.34M +$81.9K +3,670 +4%
BCP
94
Berkeley Capital Partners
Georgia
$2.27M +$2.27M +101,469 New
AssetMark Inc
95
AssetMark Inc
California
$2.22M -$2.9M -129,823 -57%
RPA
96
Rock Point Advisors
Vermont
$2.22M +$2.22M +99,396 New
GWM
97
Geneos Wealth Management
Colorado
$2.22M +$2.2M +100,438 +20,088%
AL
98
Aspiriant LLC
California
$2.14M +$1.62M +72,670 +312%
WSFS
99
Wilmington Savings Fund Society
Delaware
$2.11M -$273K -12,242 -11%
BWM
100
Baystate Wealth Management
Massachusetts
$2.11M +$1.81M +72,571 +623%
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