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Alerian MLP Index ETNs due January 28 2044

57 hedge funds and large institutions have $496M invested in Alerian MLP Index ETNs due January 28 2044 in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,750% more funds holding

Funds holding: 257 (+55)

330% more capital invested

Capital invested by funds: $115M → $496M (+$380M)

28.2% less ownership

Funds ownership: 101.18%72.98% (-28%)

Holders
57
Holders Change
+55
Holders Change %
+2,750%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$162M +$48.6M +1,725,000 +45%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$96.1M +$87.7M +3,111,644 +1,663%
Morgan Stanley
3
Morgan Stanley
New York
$79M +$76.9M +2,728,137 New
KeyBank National Association
4
KeyBank National Association
Ohio
$19.8M +$19.3M +684,290 New
EH
5
Equitable Holdings
New York
$18.7M +$18.2M +647,042 New
NAS
6
Nicolet Advisory Services
Wisconsin
$13.9M +$13.5M +477,444 New
OPCM
7
Osborne Partners Capital Management
California
$12M +$11.6M +412,967 New
Goldman Sachs
8
Goldman Sachs
New York
$10.9M +$10.7M +378,049 New
PFBT
9
Parkside Financial Bank & Trust
Missouri
$10.8M +$10.5M +372,902 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.14M +$8.9M +315,899 New
NC
11
NBW Capital
Massachusetts
$6.46M +$6.29M +223,196 New
NB
12
Nicolet Bankshares
Wisconsin
$5.71M +$5.56M +197,187 New
MCM
13
MAI Capital Management
Ohio
$5.49M +$5.34M +189,573 New
NCM
14
Noesis Capital Mangement
Florida
$4.93M +$4.8M +170,255 New
FA
15
FF Advisors
California
$4.17M +$4.06M +144,144 New
LSPW
16
Lake Street Private Wealth
Illinois
$3.1M +$3.02M +107,110 New
RVPG
17
Relative Value Partners Group
$3.1M +$3.02M +107,110 New
EHC
18
Everett Harris & Co
California
$3.07M +$2.99M +105,990 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.99M +$2.92M +103,468 New
NEAM
20
New England Asset Management
Connecticut
$2.68M +$2.61M +92,750 New
UCFA
21
United Capital Financial Advisors
Texas
$2.66M +$2.59M +92,000 New
AIA
22
Arrow Investment Advisors
Maryland
$1.9M +$1.85M +65,566 New
SWIM
23
Smallwood Wealth Investment Management
New Jersey
$1.8M +$1.75M +62,034 New
KC
24
Kepos Capital
New York
$1.69M +$1.64M +58,349 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.59M +$1.55M +55,130 New

AMJB Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP Index ETNs due January 28 2044 (AMJB) for Q2 2024, worth a combined $496M — up 330% from $115M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMJB positions and 0 closed out — a net gain of 55 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $87.7M.

  • 57 institutional investors held Alerian MLP Index ETNs due January 28 2044 (AMJB) as of Q2 2024, up from 2 in Q1 2024.
  • Funds reported $496M of Alerian MLP Index ETNs due January 28 2044 stock for Q2 2024, up 330% quarter-over-quarter.
  • 55 funds opened new Alerian MLP Index ETNs due January 28 2044 positions in Q2 2024 and 0 closed out, a net change of +55 holders.
  • The largest Alerian MLP Index ETNs due January 28 2044 buyer in Q2 2024 was CIBC Private Wealth Group, an estimated $87.7M added.

Based on aggregated 13F filings for Q2 2024.