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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.

Holders
57
Holders Change
+55
Holders Change %
+2,750%
% of All Funds
0.83%
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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$162M 5,585,000 +1,725,000 +45%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$96.1M 3,298,789 +3,111,644 +1,663%
Morgan Stanley
3
Morgan Stanley
New York
$79M 2,728,137 +2,728,137 New
KeyBank National Association
4
KeyBank National Association
Ohio
$19.8M 684,290 +684,290 New
EH
5
Equitable Holdings
New York
$18.7M 647,042 +647,042 New
NAS
6
Nicolet Advisory Services
Wisconsin
$13.9M 477,444 +477,444 New
OPCM
7
Osborne Partners Capital Management
California
$12M 412,967 +412,967 New
Goldman Sachs
8
Goldman Sachs
New York
$10.9M 378,049 +378,049 New
PFBT
9
Parkside Financial Bank & Trust
Missouri
$10.8M 372,902 +372,902 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.14M 315,899 +315,899 New
NC
11
NBW Capital
Massachusetts
$6.46M 223,196 +223,196 New
NB
12
Nicolet Bankshares
Wisconsin
$5.71M 197,187 +197,187 New
MCM
13
MAI Capital Management
Ohio
$5.49M 189,573 +189,573 New
NCM
14
Noesis Capital Mangement
Florida
$4.93M 170,255 +170,255 New
FA
15
FF Advisors
California
$4.17M 144,144 +144,144 New
RVPG
16
Relative Value Partners Group
$3.1M 107,110 +107,110 New
LSPW
17
Lake Street Private Wealth
Illinois
$3.1M 107,110 +107,110 New
EHC
18
Everett Harris & Co
California
$3.07M 105,990 +105,990 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.99M 103,468 +103,468 New
NEAM
20
New England Asset Management
Connecticut
$2.68M 92,750 +92,750 New
UCFA
21
United Capital Financial Advisors
Texas
$2.66M 92,000 +92,000 New
AIA
22
Arrow Investment Advisors
Maryland
$1.9M 65,566 +65,566 New
SWIM
23
Smallwood Wealth Investment Management
New Jersey
$1.8M 62,034 +62,034 New
KC
24
Kepos Capital
New York
$1.69M 58,349 +58,349 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.59M 55,130 +55,130 New