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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
ECM
76
Evergreen Capital Management
Washington
$531K -$11.6M -430,873 -96%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$522K +$1.13K +42 +0.2%
MCM
78
MAI Capital Management
Ohio
$509K -$5.18M -192,608 -92%
RJA
79
Raymond James & Associates
Florida
$498K -$10K -373 -2%
SPIA
80
Steward Partners Investment Advisory
New York
$487K +$115K +4,280 +33%
MOS
81
MGO One Seven
Ohio
$456K +$20.6K +766 +5%
SI
82
Stephens Inc
Arkansas
$453K +$1.72K +64 +0.4%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$436K -$35.6K -1,325 -8%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$430K -$277K -10,290 -41%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$414K -$12.9K -478 -3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$381K -$23.8K -884 -6%
Truist Financial
87
Truist Financial
North Carolina
$379K -$157K -5,842 -30%
DT
88
Diversified Trust
Tennessee
$361K +$2.69K +100 +0.8%
IAA
89
Independent Advisor Alliance
North Carolina
$359K -$3.47K -129 -1%
CF
90
Centaurus Financial
California
$344K +$22.1K +823 +7%
IA
91
IFP Advisors
Florida
$339K -$9.38K -349 -3%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$317K +$27.6K +1,025 +10%
BCI
93
Brinker Capital Investments
Pennsylvania
$310K +$484 +18 +0.2%
OPS
94
Orion Portfolio Solutions
Nebraska
$310K +$484 +18 +0.2%
CAM
95
Covenant Asset Management
New Jersey
$307K
HWM
96
Howard Wealth Management
Connecticut
$306K +$6.05K +225 +2%
SPC
97
Sigma Planning Corp
Michigan
$301K +$284K +10,563 New
FMTC
98
Farmers & Merchants Trust Company
California
$296K -$941 -35 -0.3%
Lido Advisors
99
Lido Advisors
California
$290K +$134 +5 +0%
IC
100
Inscription Capital
Texas
$285K +$269K +10,000 New