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Alerian MLP Index ETNs due January 28 2044
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Overview Fund Activity

54 hedge funds and large institutions have $455M invested in Alerian MLP Index ETNs due January 28 2044 in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
21
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Vident Advisory
Georgia
$5.71M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$102M
3
LPL Financial
3
LPL Financial
California
$8.67M
4
EH
4
Equitable Holdings
New York
$24.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$12.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$150M
2
PFBT
2
Parkside Financial Bank & Trust
Missouri
$5.16M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$150M 5,097,000 -348,000 -6%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$102M 3,337,595 +109,965 +3%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M 938,123 -82,953 -8%
EH
4
Equitable Holdings
New York
$24.3M 822,219 +85,893 +12%
KeyBank National Association
5
KeyBank National Association
Ohio
$19.3M 652,984 -3,927 -0.6%
NC
6
NBW Capital
Massachusetts
$18.6M 629,471 -17,243 -3%
NAS
7
Nicolet Advisory Services
Wisconsin
$14.5M 481,624 +6,484 +1%
Goldman Sachs
8
Goldman Sachs
New York
$12.4M 421,714 +46,775 +12%
OPCM
9
Osborne Partners Capital Management
California
$11.6M 393,485 -9,877 -2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.29M 314,675 -1,540 -0.5%
LPL Financial
11
LPL Financial
California
$8.67M 293,944 +92,138 +46%
NB
12
Nicolet Bankshares
Wisconsin
$6.05M 205,018 +3,102 +2%
VA
13
Vident Advisory
Georgia
$5.71M 193,473 +193,473 New
MCM
14
MAI Capital Management
Ohio
$5.6M 189,912 +4,754 +3%
PFBT
15
Parkside Financial Bank & Trust
Missouri
$5.16M 174,826 -101,638 -37%
FA
16
FF Advisors
California
$4.31M 142,495 -7,480 -5%
EHC
17
Everett Harris & Co
California
$3.24M 109,830 +3,100 +3%
LSPW
18
Lake Street Private Wealth
Illinois
$2.86M 96,810 -11,250 -10%
NEAM
19
New England Asset Management
Connecticut
$2.74M 92,750 – –
UCFA
20
United Capital Financial Advisors
Texas
$2.71M 92,000 – –
SWIM
21
Smallwood Wealth Investment Management
New Jersey
$2.53M 85,769 +22,568 +36%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.6M 54,131 +6 +0%
HW
23
Hancock Whitney
Mississippi
$1.46M 49,380 +2,481 +5%
KC
24
Kepos Capital
New York
$1.31M 44,400 -1,070 -2%
RIA
25
Regal Investment Advisors
Michigan
$1.26M 42,787 -3,275 -7%
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