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Alerian MLP Index ETNs due January 28 2044

60 hedge funds and large institutions have $439M invested in Alerian MLP Index ETNs due January 28 2044 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
18
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$155M 5,445,000 -140,000 -3%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$91.9M 3,227,630 -71,159 -2%
Morgan Stanley
3
Morgan Stanley
New York
$29.1M 1,021,076 -1,707,061 -63%
EH
4
Equitable Holdings
New York
$21M 736,326 +89,284 +14%
KeyBank National Association
5
KeyBank National Association
Ohio
$18.7M 656,911 -27,379 -4%
NC
6
NBW Capital
Massachusetts
$18.4M 646,714 +423,518 +190%
NAS
7
Nicolet Advisory Services
Wisconsin
$13.7M 475,140 -2,304 -0.5%
OPCM
8
Osborne Partners Capital Management
California
$11.5M 403,362 -9,605 -2%
Goldman Sachs
9
Goldman Sachs
New York
$10.7M 374,939 -3,110 -0.8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9M 316,215 +316 +0.1%
PFBT
11
Parkside Financial Bank & Trust
Missouri
$7.87M 276,464 -96,438 -26%
NB
12
Nicolet Bankshares
Wisconsin
$5.75M 201,916 +4,729 +2%
LPL Financial
13
LPL Financial
California
$5.74M 201,806 +151,063 +298%
MCM
14
MAI Capital Management
Ohio
$5.27M 185,158 -4,415 -2%
FA
15
FF Advisors
California
$4.36M 149,975 +5,831 +4%
LSPW
16
Lake Street Private Wealth
Illinois
$3.08M 108,060 +950 +0.9%
EHC
17
Everett Harris & Co
California
$3.04M 106,730 +740 +0.7%
NEAM
18
New England Asset Management
Connecticut
$2.64M 92,750
UCFA
19
United Capital Financial Advisors
Texas
$2.62M 92,000
Citadel Advisors
20
Citadel Advisors
Florida
$2.16M 75,969 +75,969 New
SWIM
21
Smallwood Wealth Investment Management
New Jersey
$1.8M 63,201 +1,167 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.54M 54,125 -1,005 -2%
HW
23
Hancock Whitney
Mississippi
$1.33M 46,899 -154 -0.3%
RIA
24
Regal Investment Advisors
Michigan
$1.31M 46,062 -2,188 -5%
KC
25
Kepos Capital
New York
$1.29M 45,470 -12,879 -22%