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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$17.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.23M |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$2M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$73.9M |
| 2 |
NC
NBW Capital
Boston,
Massachusetts
|
-$3.02M |
| 3 |
PFBT
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
-$2.22M |
| 4 |
KC
Kepos Capital
New York
|
-$1.31M |
| 5 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$664K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $241K | -$256K | -8,000 | -52% |
|
52
Corient Private Wealth
Miami,
Florida
| $209K | +$207K | +6,445 | New |
|
|
P
53
&Partners
Nashville,
Tennessee
| $204K | +$200K | +6,246 | New |
|
54
Mariner
Overland Park,
Kansas
| $202K | +$200K | +6,229 | New |
|
|
MIA
55
MeadowBrook Investment Advisors
Livonia,
Michigan
| $157K | -$48.6K | -1,518 | -24% |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $140K | -$3.85K | -120 | -3% |
|
|
MA
57
Montag & Associates
Atlanta,
Georgia
| $65K | – | – | – |
|
|
HC
58
Hara Capital
Bellevue,
Washington
| $32K | -$104K | -3,235 | -77% |
|
|
BWAM
59
Boyd Watterson Asset Management
Cleveland,
Ohio
| $30.6K | – | – | – |
|
|
GP
60
Greenline Partners
New York
| $27.3K | – | – | – |
|
|
PTC
61
Private Trust Company
Cleveland,
Ohio
| $25.8K | – | – | – |
|
62
US Bancorp
Minneapolis,
Minnesota
| $16.2K | +$16K | +500 | New |
|
|
HI
63
Harbour Investments
Madison,
Wisconsin
| $4.84K | -$64 | -2 | -1% |
|
|
KC
64
Kepos Capital
New York
| – | -$1.31M | -44,400 | Closed |
|
65
Barclays
London,
United Kingdom
| – | -$1.53K | -52 | Closed |
|
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.