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Alerian MLP Index ETNs due January 28 2044

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.

New
Increased
Maintained
Reduced
Closed

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: 5462 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (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%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$93M +$1.88M +58,771 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$90.6M -$73.9M -2,306,977 -45%
Morgan Stanley
3
Morgan Stanley
New York
$30.5M +$54.3K +1,695 +0.2%
EH
4
Equitable Holdings
New York
$27.8M +$1.1M +34,412 +4%
KeyBank National Association
5
KeyBank National Association
Ohio
$21.1M -$136K -4,237 -0.6%
NC
6
NBW Capital
Massachusetts
$17.4M -$3.02M -94,151 -15%
WA
7
Waverly Advisors
Alabama
$17.4M +$17.2M +535,320 New
Goldman Sachs
8
Goldman Sachs
New York
$13.8M +$90.9K +2,836 +0.7%
LPL Financial
9
LPL Financial
California
$13.7M +$4.1M +128,019 +44%
NAS
10
Nicolet Advisory Services
Wisconsin
$12.9M -$664K -20,725 -4%
OPCM
11
Osborne Partners Capital Management
California
$12.6M -$219K -6,848 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$9.95M -$265K -8,279 -3%
NB
13
Nicolet Bankshares
Wisconsin
$6.6M -$57K -1,778 -0.9%
VA
14
Vident Advisory
Georgia
$6.32M +$37.8K +1,179 +0.6%
MCM
15
MAI Capital Management
Ohio
$6.12M -$51.3K -1,601 -0.8%
FA
16
FF Advisors
California
$4.53M +$336K +10,476 +7%
EHC
17
Everett Harris & Co
California
$3.5M -$67.3K -2,100 -2%
PFBT
18
Parkside Financial Bank & Trust
Missouri
$3.43M -$2.22M -69,123 -40%
Citadel Advisors
19
Citadel Advisors
Florida
$3.28M +$3.23M +100,931 New
LSPW
20
Lake Street Private Wealth
Illinois
$3.18M +$32K +1,000 +1%
NEAM
21
New England Asset Management
Connecticut
$3.01M
UCFA
22
United Capital Financial Advisors
Texas
$2.99M
SWIM
23
Smallwood Wealth Investment Management
New Jersey
$2.85M +$60.7K +1,895 +2%
CAG
24
Crestwood Advisors Group
Massachusetts
$2.03M +$2M +62,516 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.76M +$1.99K +62 +0.1%

AMJB Hedge Fund Activity: Q1 2025 in Review

62 of the 7,457 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.