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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 $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173 → 178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$67.2M
2
Goldman Sachs
Goldman Sachs
New York
+$1.35M
3
PFO
Pathstone Family Office
New Jersey
+$1.33M
4
KeyBank National Association
KeyBank National Association
Ohio
+$1.29M
5
EH
Equitable Holdings
New York
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
BJL
Brighton Jones LLC
Washington
-$26.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.06M
3
RFWA
RPg Family Wealth Advisory
Massachusetts
-$2.65M
4
Morgan Stanley
Morgan Stanley
New York
-$2.55M
5
VF
Virtu Financial
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$599K -$3.54K -148 -0.6%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$597K +$140K +5,836 +32%
ECG
78
Edge Capital Group
Georgia
$583K -$58.8K -2,459 -9%
Truist Financial
79
Truist Financial
North Carolina
$579K +$561K +23,432 New
CRC
80
Curi RMB Capital
Illinois
$577K – – –
EW
81
Evoke Wealth
California
$535K -$30.1K -1,258 -5%
FG
82
Fiduciary Group
Georgia
$529K – – –
RA
83
RFG Advisory
Alabama
$515K -$79.7K -3,331 -14%
CG
84
Cutler Group
California
$477K +$462K +19,300 +47,073%
AC
85
Annandale Capital
Texas
$464K – – –
PC
86
Permanens Capital
New York
$457K +$443K +18,500 New
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$454K -$23.3K -974 -5%
RJA
88
Raymond James & Associates
Florida
$441K +$191 +8 +0%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$410K +$263K +11,000 +196%
SWP
90
Stratos Wealth Partners
Ohio
$408K – – –
MOS
91
MGO One Seven
Ohio
$403K +$12.5K +521 +3%
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$393K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$370K -$219K -9,170 -38%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$359K +$191 +8 +0.1%
IBOK
95
Independence Bank of Kentucky
Kentucky
$346K – – –
CCG
96
Coastwise Capital Group
California
$344K -$34.2K -1,430 -9%
DT
97
Diversified Trust
Tennessee
$317K – – –
IA
98
IFP Advisors
Florida
$304K -$3.59K -150 -1%
PWG
99
Portside Wealth Group
Utah
$300K -$2.08K -87 -0.7%
SPIA
100
Steward Partners Investment Advisory
New York
$297K +$38.2K +1,598 +15%
2 3
4
5 6

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.