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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 %
RIA
26
Regal Investment Advisors
Michigan
$1.12M 37,100 -630 -2%
CB
27
Commerce Bank
Missouri
$1.08M 35,664 -540 -1%
IA
28
IFP Advisors
Florida
$1.04M 34,363 +10,510 +44%
KAS
29
Kestra Advisory Services
Texas
$850K 28,100 – –
SPIA
30
Steward Partners Investment Advisory
New York
$668K 22,060 +6,743 +44%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$660K 21,622 +1,624 +8%
EW
32
Evoke Wealth
California
$650K 21,482 +123 +0.6%
Bank of America
33
Bank of America
North Carolina
– – – –
Creative Planning
34
Creative Planning
Kansas
$496K 16,400 +1,808 +12%
EGA
35
Eagle Global Advisors
Texas
$446K 14,750 -220 -1%
VA
36
VestGen Advisors
Illinois
$400K 13,225 – –
Raymond James Financial
37
Raymond James Financial
Florida
$382K 12,608 -170 -1%
Citadel Advisors
38
Citadel Advisors
Florida
$371K 12,268 -88,663 -88%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$349K 11,532 -422 -4%
CAM
40
Covenant Asset Management
New Jersey
$326K 10,789 – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$301K 9,955 -2,552 -20%
Osaic Holdings
42
Osaic Holdings
Arizona
$290K 9,266 +4,965 +115%
Mariner
43
Mariner
Kansas
$285K 9,431 +3,202 +51%
PCFFS
44
Pacific Center for Financial Services
California
$275K 9,101 +126 +1%
NC
45
North Capital
Utah
$248K 8,198 -5 -0.1%
AAS
46
Avantax Advisory Services
Texas
$240K 7,928 +72 +0.9%
PCMF
47
Private Capital Management (Florida)
Florida
$233K 7,694 -215 -3%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$225K 7,420 – –
MIA
49
MeadowBrook Investment Advisors
Michigan
$180K 5,960 +1,120 +23%
MA
50
Montag & Associates
Georgia
$60.5K 2,000 – –
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