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Alerian MLP Index ETNs due January 28 2044
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Overview Fund Activity

53 hedge funds and large institutions have $261M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
19
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$28.9M
2
WFA
2
Wellspring Financial Advisors
Ohio
$1.14M
3
LPL Financial
3
LPL Financial
California
$13.6M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$14.7M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$20M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$371K
4
PFBT
4
Parkside Financial Bank & Trust
Missouri
$1.82M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.98M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$56.9M 1,880,023 -910,000 -33%
EH
2
Equitable Holdings
New York
$28.9M 954,862 +98,231 +11%
KeyBank National Association
3
KeyBank National Association
Ohio
$20M 661,199 +12,452 +2%
WA
4
Waverly Advisors
Alabama
$15.9M 526,432 -8,888 -2%
NC
5
NBW Capital
Massachusetts
$15.9M 524,155 -11,165 -2%
NAS
6
Nicolet Advisory Services
Wisconsin
$14.7M 478,274 +17,375 +4%
LPL Financial
7
LPL Financial
California
$13.6M 448,737 +26,774 +6%
Goldman Sachs
8
Goldman Sachs
New York
$13M 429,863 +5,313 +1%
OPCM
9
Osborne Partners Capital Management
California
$11.5M 379,381 -7,256 -2%
Morgan Stanley
10
Morgan Stanley
New York
$8.28M 273,570 -666,248 -71%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$7.98M 263,641 -42,755 -14%
NB
12
Nicolet Bankshares
Wisconsin
$5.84M 192,984 -10,256 -5%
VA
13
Vident Advisory
Georgia
$5.72M 188,867 -5,785 -3%
MCM
14
MAI Capital Management
Ohio
$5.69M 187,883 -428 -0.2%
FA
15
FF Advisors
California
$4.85M 160,225 +7,254 +5%
EHC
16
Everett Harris & Co
California
$3.27M 107,910 +180 +0.2%
LSPW
17
Lake Street Private Wealth
Illinois
$3.07M 101,485 +3,675 +4%
NEAM
18
New England Asset Management
Connecticut
$2.81M 92,750 – –
UCFA
19
United Capital Financial Advisors
Texas
$2.78M 92,000 – –
PFBT
20
Parkside Financial Bank & Trust
Missouri
$1.82M 60,266 -45,437 -43%
CAG
21
Crestwood Advisors Group
Massachusetts
$1.76M 58,063 -4,453 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.52M 50,200 -3,993 -7%
HW
23
Hancock Whitney
Mississippi
$1.49M 49,302 -1,924 -4%
WFA
24
Wellspring Financial Advisors
Ohio
$1.14M 37,700 +37,700 New
BI
25
Beckerman Institutional
New Jersey
$1.13M 37,442 -531 -1%
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