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Alerian MLP Index ETNs due January 28 2044
AMJB

62 hedge funds and large institutions have $427M invested in Alerian MLP Index ETNs due January 28 2044 in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

15% more funds holding

Funds holding: 54 → 62 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $455M → $427M (-$27.6M)

6.59% less ownership

Funds ownership: 65.23% → 58.63% (-6.6%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
24
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$17.2M
2
LPL Financial
LPL Financial
California
+$4.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.23M
4
CAG
Crestwood Advisors Group
Massachusetts
+$2M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$73.9M
2
NC
NBW Capital
Massachusetts
-$3.02M
3
PFBT
Parkside Financial Bank & Trust
Missouri
-$2.22M
4
KC
Kepos Capital
New York
-$1.31M
5
NAS
Nicolet Advisory Services
Wisconsin
-$664K
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
26
Hancock Whitney
Mississippi
$1.66M +$59.2K +1,846 +4%
BI
27
Beckerman Institutional
New Jersey
$1.23M +$140K +4,354 +13%
RIA
28
Regal Investment Advisors
Michigan
$1.23M -$162K -5,057 -12%
CB
29
Commerce Bank
Missouri
$1.18M +$35.9K +1,120 +3%
KAS
30
Kestra Advisory Services
Texas
$913K -$10.9K -340 -1%
Wolverine Trading
31
Wolverine Trading
Illinois
$793K +$780K +24,323 New
IA
32
IFP Advisors
Florida
$775K +$756K +23,603 +9,441%
EW
33
Evoke Wealth
California
$694K +$3.62K +113 +0.5%
PAM
34
Peak Asset Management
Colorado
$654K -$133K -4,136 -17%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$650K -$492K -15,363 -43%
Bank of America
36
Bank of America
North Carolina
$588K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$497K +$143K +4,469 +41%
EGA
38
Eagle Global Advisors
Texas
$486K – – –
Creative Planning
39
Creative Planning
Kansas
$474K +$44.8K +1,397 +11%
VA
40
VestGen Advisors
Illinois
$430K +$424K +13,225 New
Raymond James Financial
41
Raymond James Financial
Florida
$415K +$1.6K +50 +0.4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$406K +$47.2K +1,472 +13%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$388K +$53.7K +1,675 +16%
CAM
44
Covenant Asset Management
New Jersey
$350K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$331K +$56.3K +1,758 +21%
PCFFS
46
Pacific Center for Financial Services
California
$292K +$252K +7,848 +696%
JFG
47
Jefferies Financial Group
New York
$284K +$10.2K +319 +4%
NC
48
North Capital
Utah
$266K +$263K +8,203 New
PCMF
49
Private Capital Management (Florida)
Florida
$257K +$2.37K +74 +0.9%
AAS
50
Avantax Advisory Services
Texas
$255K -$47.4K -1,479 -16%
1
2
3

AMJB Hedge Fund Activity: Q1 2025 in Review

62 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP Index ETNs due January 28 2044 (AMJB) for Q1 2025, worth a combined $427M — down 6.1% from $455M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AMJB positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $17.2M. The largest seller was JP Morgan Chase, cutting an estimated $73.9M.

  • 62 institutional investors held Alerian MLP Index ETNs due January 28 2044 (AMJB) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $427M of Alerian MLP Index ETNs due January 28 2044 stock for Q1 2025, down 6.1% quarter-over-quarter.
  • 10 funds opened new Alerian MLP Index ETNs due January 28 2044 positions in Q1 2025 and 2 closed out, a net change of +8 holders.
  • The largest Alerian MLP Index ETNs due January 28 2044 buyer in Q1 2025 was Waverly Advisors, an estimated $17.2M added.
  • The largest Alerian MLP Index ETNs due January 28 2044 seller in Q1 2025 was JP Morgan Chase, an estimated $73.9M sold.

Based on aggregated 13F filings for Q1 2025.